Senior Relationship Manager, MEP PEP ERISA Specialized Expert

3 days ago


West Jordan, Utah, United States National Benefit Services Full time

Full-time, fully remote position in retirement benefits administration, working 8 AM to 5 PM, Monday through Friday. The role offers a wonderful working environment with opportunities for growth and professional development.

  • Build strong, long-lasting customer relationships by providing support to a group of retirement plans using knowledge, expertise, and exceptional customer care, taking into account client segmentation as determined by NBS.
  • Oversee compliance tasks relating to ERISA retirement plans, ensuring timely completion and accuracy.
  • Develop and promote plan sponsor, advisor, and investment provider relationships, fostering collaborative partnerships.
  • Coordinate needs of investment providers, plan sponsors, participants, and advisors, providing expert guidance on regulatory, operational, and service aspects of retirement plans.
  • Manage multiple tasks, projects, and deadlines simultaneously, prioritizing tasks effectively.
  • Ensure retirement plans meet all regulatory and compliance requirements established by the IRS and DOL.
  • Coordinate plan needs with other teams to ensure timely and accurate completion and responses.
  • Support plan sponsors during IRS audits or DOL investigations, providing expert assistance.
  • Monitor ERISA plan documents for adherence to applicable rules and regulations.
  • Attend and facilitate team, department, and company trainings, sharing knowledge and best practices.
  • Maintain extensive knowledge of retirement plans through certification within 1 year of accepting this position, maintaining QKA designation once obtained.
  • Average $85,000 per year salary, some travel may be required, possibly overnight.
  • Actively contribute to a positive team environment, promoting a culture of excellence.
Key Responsibilities
  • Experience with MEP and PEP plans is essential.
  • Excellent customer relation skills, including the ability to develop and maintain effective relationships.
  • Ability to understand and advise on cash balance plan topics and issues.
  • Clear communication with actuary partners and clients, facilitating collaborative partnerships.
  • Familiarity with PBGC process, ensuring seamless execution.
  • Attention to detail and accuracy of work, maintaining an organized approach to duties and responsibilities.
  • Personable, highly motivated, hardworking, and positive attitude, contributing to a productive team environment.
  • Well-organized and self-motivated, with the ability to prioritize tasks and meet deadlines.
  • Professional and articulate in both verbal and written communication, presenting ideas clearly.
  • Strong computer skills, including typing, and proficiency in Microsoft Word, Outlook, and Excel, leveraging technology effectively.
  • Comprehension and interpretation of IRS and DOL regulations, ensuring compliance.
  • Collaboration and teamwork, contributing to a cohesive unit.
Requirements
  • Bachelor's degree or work equivalent required.
  • 1 year retirement plan administration experience is necessary.
  • QPA Credential is preferred, demonstrating expertise in the field.
Additional Information

This position requires sitting the majority of the work time, offering flexibility in daily routines.

The statements herein describe the general nature and level of work for the designated position, establishing clear expectations.



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