Retirement Plan Compliance Manager

Job Summary

A company is looking for an Account Manager.

Key Responsibilities

• Maintain client/advisor relationships and ensure timely resolution of inquiries
• Prepare compliance testing and annual Government Forms, including Form 5500
• Advise clients on plan design options and oversee assigned Administrators to meet deadlines

Required Qualifications

• 5+ years of retirement plan compliance experience
• Ability to manage a caseload of 55-65 defined contribution plans
• Working knowledge of Microsoft Office and compliance software
• ASPPA designations preferred or willingness to obtain
• Ability to ensure accurate completion of compliance testing and tax filings