Manager-Defined Contribution Plans

Job Description

Our client provides full-service retirement plan design, consulting, and administration to businesses of all sizes.  They offer highly specialized ESOP services, a complete suite of 403(b) of services and value-added consulting, administration, and actuarial certification for traditional defined benefit plans, offset plans, and cash balance design.

They are committed to providing the highest level of quality work and customer service to their clients and referral partners, and are looking to add an experienced manager to join their defined contributions team!

For a qualified candidate who is the right fit to join their team, they are offering an exceptional salary package with potential of a sign-on bonus!

Job Summary:

Seeking an experienced professional to co-manage our Defined Contributions team.  This full-time, salaried employee will work closely with the Senior Management Team to assist with implementing department policies and procedures, overseeing a team of DC administrators and their work product, training of new employees, and managing a smaller caseload of specialized plans directly.

Responsibilities:

• Manage a team of Retirement Administrators and productivity to meet applicable deadlines.
• Mentor and develop Junior Analysts on industry knowledge and administrative procedures.
• Motivate and lead team members to provide excellent customer service.
• Perform quality control over select book of clients – review of retirement plan administration, including contribution calculations, non-discrimination testing, annual valuations, and Form 5500’s.
• Provide feedback and solutions for various discrimination testing and compliance issues.
• Consult with clients on various issues and plan design recommendations.
• Maintain solid relationships with business owners and plan contacts, financial advisors, and other professionals.

• Understand and interpret defined contribution plan documents.

• Provide support to auditors for large plan audits.

Qualifications:

• 7-8 plus years of experience in the retirement plan industry.
• Three to five years of supervisory/managerial industry experience preferred not required.
• ASPPA credentials strongly preferred (QPA, CPC, or ERPA).
• Solid knowledge of ERISA, IRS & DOL regulations.
• Knowledge of ASC & FTW compliance software preferred not required.
• Knowledge of PensionPro preferred.
• Strong communication skills, both written and verbal.
• Strong attention to detail and ability to manage multiple projects in a fast-paced environment.
• Proficient with Microsoft Office products.

Salary/Benefits:

1. Extremely competitive base salary, based on experience and qualifications;
2. Annual bonus potential, based on performance and profitability;
3. Four (4) weeks of PTO along with ten (10) paid holidays;
4. Health/dental/vision insurance;
5. Life insurance;
6. Company-sponsored retirement plan offering 401(k) salary deferral, safe harbor non-elective, and discretionary profit sharing contributions;
7. Educational support for ASPPA certifications and on-going CE;
8. Advancement and growth opportunities available for those showing pride in the services they provide and commitment to continued success of the company.

Earnings

$95,000 - $115,000 salary

Category

Financial Services