Senior 401(k) Account Manager

Job Summary

Working remotely, the full-time Senior 401(k) Account Manager will maintain client and advisor relationships, manage a caseload of complex plans, and perform escalated work product reviews while ensuring superior client service.

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
• Proactively communicate with clients and investment advisors about new industry developments

Required qualifications

• Ten or more years of 401(k) plan administration experience
• NIPA or ASPPA credentials
• College degree
• Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
• Experience with mergers and acquisitions