Retirement Services Account Representative

2 weeks ago

Galveston, United States American National Family of Companies Full time

**Job Posting**:
The Account Representative will be responsible for providing qualified retirement plan administration to fee for service clients.

What you will do:

- Prepare qualified plan documents and amendments in accordance with intent of plan sponsor, as well as any related participant communication and disclosures. Document must be in compliance with Internal Revenue Code and Regulations
- Responsible for inputting plan data into the Relius Administration system, which includes the interpretation of the plan document.
- Responsible for setting up website access, which includes setting up the plan for the Plan Sponsor Web’s Data Validation Center
- Under supervision, prepare valuation reports (including determination of employee eligibility, reconciliation of salary deferral contributions, calculation/allocations of pro-rata employer contributions/forfeitures) for plans requiring mínimal testing and /or staying within a “safe harbor” framework.
- Under supervision, responsible for the completion of the annual governmental filing as required by the Internal Revenue Service and Department of Labor
- Under supervision, responsible for communication with plan sponsors and/or agents concerning understanding of plan document provisions, administration of the plan and the Internal Revenue Service and Department of Labor regulations as they relate to the operation of the plan.
- Responsible for maintaining current knowledge of pension administration software which includes following department procedures.
- Responsible for assisting with department projects as assigned.

**QUALIFICATIONS**:

- Up to two years of qualified plan administration experience (or equivalent experience)
- Must complete the American Society of Pension Professionals and Actuaries (ASPPA) IRP and RPF within three years of employment.
- Strong aptitude for customer service
- Must have excellent verbal and written communication skills.
- Sound mathematical background and computer skills
- Ability to problem solve.
- Ability to analyze data and make decisions.

American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan. Employees also receive annually a bank of paid time off and paid holidays. We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.

American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905. With focus on our organization’s values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.

**Hiring Practices**

American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.

**Nearest Major Market**:Galveston
**Nearest Secondary Market**:Houston
**Job Segment**:Social Media, Testing, Sales Rep, Customer Service Representative, Banking, Marketing, Technology, Sales, Customer Service, Finance

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