Account Manager (Retirement Plan)
HybridLexington, Kentucky, United States
Job Summary
Conduct day-to-day administration of designated retirement plans, including data entry verification, trust accounting, and calculating employer contributions. Complete annual compliance and nondiscrimination testing, prepare government filings such as Form 5500, and deliver accurate participant notices. Provide timely customer service to retirement plan sponsors and financial advisors while resolving issues and facilitating plan design changes. Ensure all IRS and DOL deadlines are met with 100% accuracy in benefit calculations. Work Monday through Thursday from 8am to 5pm and Friday from 8am to 3pm at the main office location.
Required Qualifications
- Bachelors Degree or equivalent experience
- 3+ years ERISA experience in the retirement industry
Desired Qualifications
- Have or willing to obtain in 18 months relevant industry credentials such as QKA, QPA, APA, ERPA, or CEBS
- Strong Word, Excel, and Outlook skills
- Strong mathematical aptitude
- Attention to detail
- Strong time management skills
- Ability to multi-task
- Excellent problem solving and analytical skills
- Relationship builder
- Effective communication skills
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