Account Manager

Base salaries are determined during our interview process, by assessing a candidate's experience, skills against internal peers and against the scope and responsibilities of the position. Job Summary: Performs compliance testing; contribution calculations; Form 5500 reporting; Manages Client Relationship Responsibilities : Main point of client and advisor contact providing a high level of service to clients and advisors Ensures all clients are receiving feedback and resolution to their inquiries on a daily basis Interpret plan documents (IDP & Pentegra Prototype) Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans Analyzes census to determine eligibility Calculate employer contributions based on the plan's provisions and confirms with client amount of annual funding Preparation of annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b)) and ability to discuss testing results with client Prepare Government Forms: 5500 and Related Schedules, 5558, 5330, 8955 and works with plan's auditor and ability to discuss Forms with the client. Works with plan's Form 5500 auditor Posts year-end client deliverables to Pension Pro Reconciliation of trust assets Review and approve participant requested loans and distribution requests Identifies and completes RMD distributions Advises clients on new plan design options and completes plan studies when needed Works with assigned Administrator to ensure deadlines are met timely Responsible for entering amendment requests in Pension Pro; updating Relius specs, platform specs, obtaining signatures and follow-ups with clients. Requesting record-keeper enrollment forms and updating plan specs during amendment process. Attends client and advisor calls/meetings upon request with approval from assigned Manager. Annual year-end clean-up to include follow-up on forfeiture re-allocations, source transfers determined during the compliance review Work with clients to terminate their plan Requirements: Certain Requirements can be waived with related experience. 3-5 Years of Defined Contribution retirement compliance and service experience Ability to maintain caseload of 80 - 120 defined contribution plans, including 401(k) and 403(b) Experience with Multiple Employer Plans (MEPs) preferred Excellent Client Relationship skills Excellent communication and organizational skills Problem solving ability Ability to work in fast paced team environment Working knowledge of Microsoft office (excel, word, outlook) Working knowledge of Sungard Relius compliance software & FT Williams Government forms a plus ASPPA designations a plus or be willing to obtain designations Ability to ensure timely and accurate completion of all assigned client's compliance testing, valuation reporting and tax filings. 3(16) Fiduciary Services knowledge a plus If remote employee, must have previous experience working from home

Created: 2024-11-05