Retirement Plan Consultant

Job Description

Networks Connect LLC is conducting a search for a remote 403(b) Account Manager on behalf of a industry leading client. You are the perfect candidate if you maintain client/advisor relationships, perform compliance testing and contribution calculations, prepare Form 5500, and enjoy working with auditors.

If you are interested in this 403(b) Account Manager job, please apply today by submitting your resume.

Earnings

N/A

Location - Remote

Job Type

Full-time

Duties

Provide timely, superior customer services and issue resolution to clients and advisors
Maintain client relationships with high client retention rate
Interpret plan documents
Extensive knowledge of ERISA, IRS & DOL regulations regarding qualified plans, including 403(b) plans.
Analyzes census to determine eligibility
Calculate employer contributions based on the plan’s provisions and confirms with client amount of annual funding
Perform 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.
Work directly with plan’s Form 5500 auditor
Posts year-end client deliverables to Pension Pro
Identifies and audits TIAA processes to ensure RMD distributions have been communicated to eligible participants.
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.
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
Determines and calculates plans corrections that may be required to ensure plan compliance and works with client to ensure correction is properly executed.
Participates in client document calls during the on-boarding process. May be required to assist CT with obtaining prior year and/or prior platform info.
Work with clients to terminate their plan

Requirements

5+ Years of Defined Contribution retirement compliance and service experience
Multiple Employer Plan experience
403(b) Compliance testing experience (desired not required)
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 and Pension Pro 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

Networks Connect