Manager of Retirement Plan Operations

3 weeks ago

Dallas, Texas, United States SmartHR, LLC Full time
Job Overview

SmartHR, LLC is conducting a confidential search for a Manager of Retirement Plan Operations.


The Manager of Retirement Plan Operations is tasked with directing the daily functions and oversight of the 401(k) Recordkeeping team. This position is crucial for ensuring the precision and effectiveness of all 401(k) account transactions, adhering to regulatory standards, and delivering outstanding service to both plan participants and sponsors. The manager will guide a team of recordkeeping professionals and work in conjunction with other departments to guarantee smooth plan administration.


Key Responsibilities

Leadership and Team Development

  • Oversee, mentor, and cultivate a team of 401(k) recordkeeping professionals.
  • Facilitate regular team meetings and individual sessions to assess performance and provide constructive feedback.
  • Establish performance targets and objectives for the team, ensuring alignment with organizational standards and client needs.

Operational Management

  • Supervise the daily processing of contributions, distributions, loans, rollovers, and other plan-related transactions.
  • Guarantee that all transactions are executed accurately and promptly.
  • Monitor daily workflows and allocate resources effectively to meet service level agreements (SLAs).

Regulatory Compliance and Quality Control

  • Ensure that all recordkeeping functions comply with ERISA, DOL, IRS, and other relevant regulations.
  • Conduct routine audits and evaluations of transaction processing to uphold high accuracy standards.
  • Develop and revise policies and procedures to enhance compliance and operational effectiveness.

Client and Participant Engagement

  • Act as a point of escalation for intricate or high-priority client and participant inquiries.
  • Collaborate with the client services team to address issues and enhance client satisfaction.
  • Provide training and assistance to plan sponsors regarding recordkeeping processes and systems.

Process and System Enhancement

  • Identify areas for process improvements and system upgrades.
  • Lead or participate in initiatives aimed at boosting the efficiency and accuracy of recordkeeping operations.
  • Stay updated on industry trends and best practices to foster continuous improvement.

Reporting and Data Analysis

  • Prepare and evaluate reports on recordkeeping activities, performance metrics, and compliance status.
  • Provide regular updates to senior management regarding operational performance and significant issues.
  • Utilize data analytics to identify trends and make informed decisions.

Qualifications

Education

A bachelor's degree in finance, business administration, or a related discipline. An advanced degree or relevant certifications (e.g., QKA, QPA, CPC) are preferred.


Experience

A minimum of 5-7 years of experience in 401(k) recordkeeping, or a combination of recordkeeping and trustee-directed plan servicing or plan administration, with at least 3 years in a supervisory or managerial capacity.


Skills:

  • Comprehensive understanding of 401(k) plan regulations, rules, and industry standards.
  • Exceptional leadership and team management capabilities.
  • Proficiency in recordkeeping systems and software.
  • Outstanding analytical and problem-solving skills.
  • Strong communication and interpersonal abilities.
  • Detail-oriented with a strong commitment to accuracy and compliance.

Successful candidates must be willing to consent to a background check, credit check, and/or employment and/or education verification relevant to the role.

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