401(k) Account Manager

Job Summary

To support a growing team, the fully remote Defined Contribution Account Manager will maintain client relationships, manage a caseload of 401(k) plans, and prioritize workload to achieve weekly goals while exemplifying superior client service.

Key responsibilities:

• Maintain client and advisor relationships with a focus on high retention rates
• Manage a caseload with a balanced focus on ADP and Safe Harbor plans
• Document all client interactions in the workflow management system and collaborate with other departments to enhance client experience

Required qualifications:

• Five or more years of 401(k) plan administration experience
• Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
• NIPA credential, ASPPA credential, or a four-year college degree
• Ability to proactively manage a book of business with strong critical thinking skills
• Commitment to lifelong learning and professional development