Retirement Account Manager

1 week ago

White Plains, United States Alliance Benefit Group Full time

**JOB SUMMARY: 3(16) Account Manager - Remote**

Maintain client/advisor relationship; perform compliance testing; contribution calculations; Form 5500 preparation and working with auditors. 3(16) are fiduciary responsibilities that MP's Client takes on for the Employer; this includes determining when an employee is eligible for the retirement plan; they deliver initial and annual notices to participants; track the timing of contribution deposits; sign/file the 5500 and work with the plan's auditor. Account Managers are not responsible for doing these tasks as we have a group dedicated to tracking these tasks. See below for essential responsibilities of our Account Managers

**Essential Responsibilities: Account Manager - Remote**
- Provide high level of service to clients and advisors.
- Ensures all clients are receiving feedback and resolution to their inquiries on a daily basis
- Interpret plan documents.
- Analyzes census to determine eligibility.
- Calculate employer contributions based on the plan's provisions and confirms with client amount of annual funding.
- Preparation of annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b) and ability to discuss testing results with client
- Prepare Government Forms: 5500 and Related Schedules, 5558, 5330, 8955 and works with plan's auditor and ability to discuss Forms with the client.
- Reconciliation of trust assets
- Review and approve participant requested loans and distribution requests.
- Identifies and completed RMD distributions.
- Advises clients on new plan design options and completes plan studies when needed.
- Oversee assigned Administrator to ensure deadlines are met timely.
- Attends client and advisor calls/meetings upon request with approval from assigned Manager.
- Annual year-end clean-up to include follow-up on forfeiture re-allocations, source transfers determined during the compliance review.
- Work with clients to terminate their plan.

**3(16) Responsibilities**:

- Works with 3(16) Project Manager to ensure eligibility is determined correctly for each entry date.
- Works with assigned Manager to create and deliver APRs annually.
- Point of contact for client questions on his case load.
- Amendment Requests - Update Platform and 3(16) Tracking and Signature Follow-up with Clients.
- Enrollment Kit Plan Specs changes during amendment process.
- Amendment Mailing PensionPro Initiation.
- Creates Amendment Project in PensionPro.
- AdHOC Billing Entries for Special 3(16) requests.
- Amendments - Update Relius Specs.
- Audit point of contact and handles all audit requests

**MINIMUM REQUIREMENTS**:

- **Experience**:

- 5+ years of retirement plan compliance experience with the following...
- Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans.
- Experience in an unbundled TPA shop (A-Z mentality)
- Experience working with record-keepers (Nationwide, Empower, Transamerica, etc.)
- Proficient in Relius compliance software
- Experience preparing Form 5500 and working with auditors
- Hands on compliance testing: Census scrubbing, non-discrimination testing, eligibility determination, calculating employer contributions, and more.
- Ability to maintain caseload of 45-55 mostly larger defined contribution plans, including 401(k) and 403(b).
- Excellent Client Relationship Skills, communication, problem solving, and organizational skills.
- Proficient in Microsoft Office (Excel, Word, Outlook, etc.)
- Ability to ensure timely and accurate completion of all assigned client's compliance testing valuation reporting and tax fillings.

**OUR IDEAL CANDIDATE HAS: Preferred education, experience, designations, etc.**
- Bachelor's degree preferred but not required based on experience.
- Working knowledge of Sungard Relius Compliance Software & FT Williams Government forms a plus.
- 3 (16) Fiduciary Services Knowledge a plus.

**ABOUT OUR CLIENT**:
MP's client is a leading provider of retirement plan and fiduciary outsourcing solutions nationwide. As one of America's oldest independent fiduciaries, they deliver retirement plans that run with less risk, greater efficiencies and improved outcomes. With an 80-year legacy of fiduciary expertise and oversight unmatched in the industry today, they partner with firms at the advisor, sponsor and enterprise level to bring maximum flexibility to every opportunity, offering a comprehensive array of retirement plan solutions, plan consulting, TPA services and fiduciary support.

**ADDITIONAL INFORMATION**:

- **Compensation Range**: $75k - $85k per year
- **Benefits**: Medical, Dental, Vision, and more
- **Location**:Remote Must have experience working remotely.

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