3-16 Fiduciary Manager

Job Summary

Managing a portfolio of 3(16) fiduciary clients, the full-time Retirement Plan Manager will oversee delegated fiduciary responsibilities, including contribution monitoring and compliance documentation, while collaborating with internal teams and participating in plan governance meetings.

Key responsibilities

• Act as the main point of contact for fiduciary clients, managing contributions and participant notices
• Participate in regular governance meetings with plan sponsors and advisors to ensure compliance
• Assist with annual audit responses and maintain accurate recordkeeping for employee data

Required qualifications

• Bachelor's degree in Business, Finance, Accounting, or related field
• 5-7+ years of experience in qualified plan administration, compliance, or fiduciary management
• Demonstrated success managing 75-100 plans/relationships in a customer-driven environment
• Strong working knowledge of plan operations, compliance testing, and industry software
• Prior experience with a TPA or recordkeeper is preferred