403(b) Account Manager
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Job Summary
Maintaining strong client relationships, the full-time 403(b) Account Manager will perform compliance testing, contribution calculations, and prepare government forms while working remotely.
Key responsibilities:
- Provides timely customer service and issue resolution to clients and advisors
- Calculates employer contributions and performs annual non-discrimination tests while discussing results with clients
- Prepares Government Forms 5500 and related schedules, coordinating with auditors and clients on compliance matters
Required qualifications:
- College degree or 7+ years of retirement experience
- Minimum of 3 years in an account manager or similar role in retirement administration
- QKA designation required or willingness to attain
- Mastery of administrator functions and skills
- Experience with Relius and Salesforce strongly desired
Complete Job Description
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