401(k) Relationship Manager

3 weeks ago


Wayland, United States Boston Wealth Management, LLC Full time
Job DescriptionJob Description

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.



  • Wayland, United States Boston Wealth Management, LLC Full time

    Job DescriptionJob DescriptionPosition: 401(k) Relationship ManagerLocation: 286 Boston Post Road, Wayland, MA 01778About 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...


  • Wayland, United States R.W. Holmes Realty Full time

    Unique opportunity for an experienced Property Manager looking to work on an established, well-maintained office/industrial portfolio in Metrowest while also having the opportunity to grow their own business and acquire new clients. This position is a great opportunity for someone who is personable, hardworking, proactive, and entrepreneurial. As we look...


  • Wayland, United States Ace Hardware Full time

    Retail leadership experience may qualify you for this exciting opportunity. Our friendly atmosphere, competitive wages, and commitment to excellence make Ace Hardware the Place for a fulfilling career. Leaders must delegate, train, and monitor the progress of all associates and all facets of the hardware store. The primary responsibilities of in-store...


  • Wayland, United States Ace Hardware Full time

    Retail leadership experience may qualify you for this exciting opportunity. Our friendly atmosphere, competitive wages, and commitment to excellence make Ace Hardware the Place for a fulfilling career. Leaders must delegate, train, and monitor the progress of all associates and all facets of the hardware store. The primary responsibilities of in-store...

  • 1st Shift

    4 weeks ago


    Wayland, United States Michigan Aluminum Corporation Full time

    Michigan Aluminum Corp. is a family-owned business founded in 1992 with two locations in Michigan. We are a leading provider of gutter materials throughout the state of Michigan. We are looking to add a full-time warehouse person at our Wayland location. **Requirements**: A warehouse associate will be trained on the company products and their storage...

  • Activities Assistant

    1 month ago


    Wayland, United States LCB Senior Living, LLC Full time

    **If you have been looking for a career that loves you back... This is the one!** **Full Time and Part Time** **Starting Pay $17.00/hr and up based on experience** **What We Offer**: - **Great benefits starting from Day One (Full-Time)**: - **Health**: - **Vision**: - **Dental**: - **401k**: - **PTO- Paid Time Off**: - **Work with an Amazing...


  • Wayland, United States Windemuller, Inc. Full time

    The purpose of this position is to oversee the facilities, tooling and equipment. This includes implementing and maintaining processes and procedures to ensure proper maintenance, repairs and replacement of tooling, equipment, and safety devices, along with coordinating facility maintenance and operations. This position will also work with upper management...


  • Wayland, United States Windemuller, Inc. Full time

    The purpose of this position is to oversee the facilities, tooling and equipment. This includes implementing and maintaining processes and procedures to ensure proper maintenance, repairs and replacement of tooling, equipment, and safety devices, along with coordinating facility maintenance and operations. This position will also work with upper management...


  • Wayland, United States Pet's Amore LLC DBA EarthWise Pet Full time

    Job DescriptionJob DescriptionBenefits:401(k)Bonus based on performanceCompetitive salaryEmployee discountsFlexible schedulePaid time offTraining & developmentTitle: Store Assistant Manager/ManagerEmployment Type: Salary/Exempt ; Hourly/Non-exemptReports To: Owner/Store ManagerGeneral DescriptionAn EarthWise Pet Store Assistant Manager/Manager is responsible...


  • Wayland, United States Pet's Amore LLC DBA EarthWise Pet Full time

    Job DescriptionJob DescriptionBenefits:401(k)Bonus based on performanceCompetitive salaryEmployee discountsFlexible schedulePaid time offTraining & developmentTitle: Store Assistant Manager/ManagerEmployment Type: Salary/Exempt ; Hourly/Non-exemptReports To: Owner/Store ManagerGeneral DescriptionAn EarthWise Pet Store Assistant Manager/Manager is responsible...


  • Wayland, United States CasterDepot Full time

    Responsibilities: - Oversee and lead a team of production workers in a warehouse setting - Ensure that production goals and deadlines are met - Train new employees on production processes and procedures - Monitor production equipment to ensure proper functioning - Collaborate with other departments to coordinate workflow and resolve any issues that arise -...

  • Tax Manager

    1 week ago


    Wayland, United States UHY LLP Full time

    THE FOCUS IS YOU: We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Wayland, MA. office. As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of...


  • Wayland, United States Windemuller Inc. Full time

    The purpose of this position is to perform pre fabrication activities and to perform other duties and tasks as assigned. **Knowledge, Skills, Abilities**: - Knowledge of materials, methods, and the tools involved in the construction repair of buildings and other structures. - Knowledge of principles and processes for meeting quality standards - Knowledge...

  • Tax Manager

    2 weeks ago


    Wayland, United States UHY LLP Full time

    THE FOCUS IS YOU: We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Wayland, MA. office. As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit...

  • Tax Manager

    1 month ago


    Wayland, United States UHY LLP Full time

    Position Summary: THE FOCUS IS YOU: We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Wayland, MA. office. As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns,...

  • Tax Manager

    1 day ago


    Wayland, United States UHY LLP Full time

    Position Summary: THE FOCUS IS YOU: We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Wayland, MA. office. As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns,...

  • Caregiver

    2 weeks ago


    Wayland, United States Sevita Full time

    REM Community Services, a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. Here we believe every person has the right to live well, and everyone deserves to have a fulfilling career. You’ll join a mission-driven team and create relationships that motivate us all every day. Join...


  • Wayland, United States Durand-Wayland Full time

    Durand Wayland Inc., headquartered in LaGrange, GA, has served the fresh produce industry since 1934.An industry leader, we have supplied electronic equipment for sizing, sorting and packing fruits and vegetables around the world.We are a single-source supplier for packing houses offering a full line of produce grading equipment. Description Durand-Wayland,...


  • Wayland, United States Durand-Wayland Full time

    Durand Wayland Inc., headquartered in LaGrange, GA, has served the fresh produce industry since 1934.An industry leader, we have supplied electronic equipment for sizing, sorting and packing fruits and vegetables around the world.We are a single-source supplier for packing houses offering a full line of produce grading equipment. Description Durand-Wayland,...


  • Wayland, United States Hiring Now! Full time

    Employee Type:Full timeLocation:MI WaylandJob Type:Supply Chain Continuous ImprovementJob Posting Title:Operational Excellence Manager About Us: TreeHouse Foods (NYSE: THS) is a leading manufacturer of private label packaged foods and beverages, operating a network of production facilities across the United States and Canada. At TreeHouse Foods, our...