DB/DC Account Manager
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Job Summary
To support a growing client base, the fully remote DB/DC Account Manager will maintain client and advisor relationships, manage a caseload of DB/DC Combo plans, and exemplify superior client service while working a 37.5-hour week.
Key responsibilities:
- Maintain client and advisor relationships with a high active client retention rate
- Manage and prioritize workload towards weekly goals in a results-oriented team environment
- Document all client interactions in the workflow management system
Required qualifications:
- Five or more years of combo plan experience or five or more years of defined contribution plan experience and defined benefit plan experience
- Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
- Working knowledge of cash balance plans and general understanding of actuarial valuations
- NIPA credential, ASPPA credential, or a four-year college degree
- Ability to proactively and independently manage a book of business
Complete Job Description
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