Combo Retirement Plan Manager

4 days ago

Erie, Pennsylvania, United States Definiti Full time
Job Title: Combo Retirement Plan Manager

Definiti is seeking a highly skilled and experienced Combo Retirement Plan Manager to join our team. As a key member of our Cash Balance team, you will be responsible for overseeing a team of combo retirement plan consultants and ensuring that deadlines, service, and compliance expectations are met.

Key Responsibilities:
  • Manage a team of 8-12 combo retirement plan consultants
  • Motivate, lead, and support team members to provide excellent customer service while meeting internal and regulatory deadlines
  • Interface with Actuarial Analysts and Analysts on a regular basis to coordinate continuous and holistic process improvement
  • Resolve and provide solutions for internal questions and issues that arise within the team
  • Communicate with clients, financial advisors, CPAs, and other professionals on escalated service or compliance related items
  • Develop procedures that will improve efficiency between CRPC's, and Actuarial staff and make recommendations for changes, and assist in implementing changes within the team
  • Train and mentor CRPC staff and new hires
  • Be a subject matter expert in combo plan administration (DC & DB) compliance testing and consulting
  • Monitor CRPC productivity and work completion
  • Create reports monthly documenting CRPC work progress using PensionPro and provide to Director, Defined Benefit Administration
  • Assist team with ASC software related questions surrounding Cash Balance and 401(k) plan administration
  • Review and approve billing for all DC plans within the Cash Balance Team
  • Point of contact for a small block of key client relationships on the team
  • Lead special projects and initiatives as needed
  • Perform annual performance reviews and set personal goals for CRPC's to achieve
Requirements:
  • Expert knowledge of DC and DB stand alone and combo plan testing
  • Ability to manage staff located in remote locations
  • Coach, motivate, and mentor employees to achieve company goals in a results-oriented team environment
  • Key contributor to the improvement of the company's operations processes and procedures
  • Must be detailed and possess strong organizational skills
  • Time management focused adhering to deadlines and timelines
  • Ability to analyze complex situations and provide solutions
  • High proficiency with Microsoft Office applications
  • Demonstrated excellence in written and verbal communication
  • Conveys a professional and positive attitude while leading a team in a fast-paced environment
Education and Qualifications:
  • High school diploma or GED required
  • 3+ years of training, supervisory and/or management experience in the 401(k)/Cash Balance Combo Plan environment
  • 3+ years of experience with preparing actuarial valuations and combo compliance testing within ASC software required
  • Broad knowledge of the retirement plan industry
  • ASPPA and/or ERPA designation preferred
Remote Working Requirements:
  • Ability to build rapport with others remotely while working productively with limited in-person interaction
  • Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work
  • Designate a quiet, and well-lit space free of as many distractions as possible
  • Be online and available to work during designated business hours in local time zone
  • Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications
  • Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint
Benefits:
  • A virtual-first work philosophy
  • 401(k) with up to 4% match
  • Generous paid time off starting with four weeks, in addition to 9 paid holidays and 2 paid floating holidays
  • Paid Parental Leave
  • A variety of medical, dental and vision plan options including Definiti subsidized premiums
  • Company-paid life insurance and short-term disability insurance
  • Bonus plan eligibility

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