401(k) Relationship Manager
1 week ago
Position: 401(k) Relationship Manager
Location: 286 Boston Post Road, Wayland, MA 01778
About Boston Wealth Management, LLC:
Boston Wealth Management, LLC (BWM) is a leading independent Investment Advisor committed to providing exceptional investment and fiduciary services. With a focus on client success and industry excellence, we are dedicated to helping individuals, families, businesses, and nonprofits achieve their financial goals.
Why Work Here:
- Opportunity for Impact: Join a team where your contributions matter. At Boston Wealth Management, your innovative ideas and entrepreneurial mindset can drive meaningful change in our defined contribution business, impacting both plan sponsors and participants.
- Professional Development: We value continuous learning and growth. As a Defined Contribution Plan Manager, you'll have access to ongoing training and development opportunities to enhance your skills and expertise in retirement plan administration and fiduciary responsibilities.
- Collaborative Culture: Be part of a collaborative and supportive work environment where teamwork and mutual respect are fundamental values. We believe in fostering a culture of inclusivity and diversity, where everyone's contributions are valued and respected.
- Competitive Compensation: We offer competitive salaries and benefits packages, including a company 401k plan with employer contributions and paid time off. Your compensation as a DC Plan Manager will be commensurate with your experience and competitive within our industry.
Position Summary:
The Defined Contribution (DC) Plan Manager plays a crucial role in overseeing and leading our company’s defined contribution business. Responsible for managing the administrative, operational, and communication functions of the DCP department, the DC Plan Manager ensures compliance with regulatory requirements and executes fiduciary responsibilities for plan sponsors and participants.
Requirements & Applicable Experience:
- Stay abreast of all regulatory updates, including DOL Fiduciary Rules, and provide analysis and recommendations on processes, plan design, compliance, and administrative matters.
- Develop forward-thinking engagement initiatives to enhance participant participation and outcomes.
- Conduct annual participant education meetings, both in person and virtual.
- Lead annual plan review meetings with plan sponsors.
- Address questions and resolve issues related to the 401(k) plan from sponsors, participants, and service providers.
- Assist with participant distribution and loan requests.
The Ideal Candidate Will Have:
- A minimum of 3 years of 401(k) administration experience.
- In-depth understanding of Defined Contribution Plan Design, with familiarity with Defined Benefit Plans being a plus.
- Strong presentation skills.
- Proficiency in Microsoft Office, with intermediate to advanced knowledge of Microsoft Excel or a willingness to improve skills through training.
- Familiarity with CRM systems (Redtail preferred) and experience using financial reporting software.
- Series 63, 6, or 7 licenses preferred.
Compensation & Benefits:
- The DC Plan Manager’s salary is commensurate with experience and competitive within our industry.
- Boston Wealth Management, LLC provides a company 401k plan with employer contributions and paid time off.
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