401K Account Manager - REMOTE-9028
Retirement provider who's a fiduciary first looking to fill a 401K Account Manager or a 3(16) Account Manger position. Job is a REMOTE role, but requires individual to live and be based out West as the purpose of the role is to service clients who are based out West. Individual can be in Pacific or Mountain time zones. This role will maintain client/advisor relationship; perform compliance testing; contribution calculations and Form 5500 reporting.
Provide high level of service to clients and advisors
Interpret plan documents
Knowledge of ERISA, IRS & DOL regulations regarding qualified plans
Calculate employer contributions based on 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 with client.
Prepare Government Forms - 5500 and related Schedules.
Reconciliation of trust assets
Review and approve participant requested loans and distribution requests.
Advises clients on new plan design options and completes plan studies when needed.
Oversee assigned Administrator.
Attend client and advisor calls/meetings upon request
Work with 3(16) project manager to ensure eligibility is determined correctly for each entry date.
Work with Manager to create and deliver APRs annually
Point of contact for client questions on case load
Enrollment Kit Plan Specs changes during amendment process
Creates Amendment Project in PensionPro.
5+ years of retirement plan compliance experience
Ability to maintain caseload of roughly 85 plans, including 401K and 403B
Excellent client relationship skills
Working knowledge of Relius compliance software and FT Williams Government forms a plus.
ASPPA designations a plus or be willing to obtain.
3(16) Fiduciary services knowledge a plus