3(16) Fiduciary Services Manager
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Job Summary
Serving as the primary point of contact for a portfolio of 75-100 retirement plans, the full-time Relationship Manager in 3(16) Fiduciary Services will manage fiduciary responsibilities, ensure compliance with ERISA requirements, and collaborate with internal teams to deliver exceptional client service.
Key Responsibilities
- Manage delegated fiduciary responsibilities, including contribution monitoring and compliance activities
- Lead fiduciary governance meetings with plan sponsors and financial advisors
- Maintain plan documentation and support retirement plan transitions and audits
Required Qualifications
- Bachelor's degree in Business, Finance, Accounting, or a related field
- 5-7+ years of experience in retirement plan administration or fiduciary services
- Strong knowledge of retirement plan operations and compliance testing
- Experience with retirement industry platforms such as PensionPro or FT William
- Proficiency in Microsoft Excel and retirement plan reporting
Complete Job Description
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