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401(k) Account Manager

Location: Remote
Compensation: Salary
Reviewed: Tue, Sep 29, 2026
This job expires in: 30 days

Job Summary

Working remotely, the full-time Special Projects Account Manager will consult with clients to complete outstanding prior year administration requirements, including compliance testing and Form 5500 filings.

Key responsibilities:
  • Maintain a caseload of clients with outstanding prior year administration work
  • Consult and guide clients through completion of prior year work, ensuring timely project progress
  • Coordinate with internal teams and communicate with various professionals to bring plans into compliance
Required qualifications:
  • 8-10 years of 401(k) plan administration and consulting experience
  • Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
  • Experience with mergers and acquisitions and controlled group testing
  • NIPA or ASPPA credential; ERPA is a plus
  • Ability to proactively manage a book of business with high critical thinking skills

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