Remote Defined Contribution MEP Account Manager

Location: Nationwide

Compensation: To Be Discussed

Staff Reviewed: Wed, Jun 09, 2021

This job expires in: 16 days

Job Category: Account Management

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Education Level: Some College

Job Summary

A financial services company is filling a position for a Remote Defined Contribution MEP Account Manager.

Candidates will be responsible for the following:

  • Maintaining client and advisor relationships with a high active client retention rate
  • Managing and prioritizing workload towards weekly goals
  • Consulting with clients regarding plan operation and design

Must meet the following requirements for consideration:

  • Between 5 - 10 years of 401(k) plan administration experience
  • 3 or more years of working with multiple MEPs
  • Experience with moving client organizations in and out of MEPs
  • Familiarity with MEP service models and providers
  • Excellent knowledge of MEPs and PEOs including recent guidance and pending legislation
  • Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing

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