403 (b) Account Manager
$75,000–$90,000 year
RemoteUnited States
United StatesRemoteFull Time$75,000–$90,000 yearSenior LevelBachelors DegreeMedium
Full TimeSenior LevelBachelors DegreeMedium
Job Summary
Account Manager maintains client relationships for 403(b) plans, conducts ERISA/IRS/DOL-regulation compliance testing (ADP/ACP; 415; 402(g); 416; 410(b)), prepares Form 5500 and related schedules, and collaborates with auditors. Responsibilities include contribution calculations, year-end plan deliverables, census analysis for eligibility, executing plan corrections, communicating RMDs, and leading client/Advisor calls. Requires ability to maintain confidentiality, work as part of a team, and demonstrate strong customer service and communication in a retirement-administration context.
Required Qualifications
- College degree or 7+ years of retirement experience
- QKA designation required or willingness to attain
- Excellent verbal and written communication skills
- Knowledge of Excel and other Microsoft applications/software
- Experience with Relius strongly desired
- Experience with Salesforce strongly desired
- Experience with FT Williams strongly desired
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