Retirement Plan Recordkeeping Manager
2 weeks ago
As a Recordkeeping Manager, you will play a critical role in ensuring the highest-quality service delivery for our clients. You will be responsible for performing a combination of recurring and ad-hoc duties that will help us maintain our position as an industry leader.
Key Responsibilities- Perform routine Recordkeeping tasks in Schwab Retirement Technologies, including RMDs, Force Outs, Participant Account Statements, and other related duties.
- Assist with the management of the US Recordkeeping Team to ensure tasks are completed efficiently.
- Collaborate with the Offshore Recordkeeping Manager to ensure tasks are completed.
- Triage incoming Support Inbox requests and make appropriate assignments and escalations.
- Support Plan Consultants with operational tasks and plan maintenance in SRT.
- Communicate with participants on escalated distributions and general inquiries via phone and email.
- Communicate with advisor partners and plan sponsors regarding support requests via phone and email.
- Provide backup coverage on contribution processing, distribution processing, and reconciliation during times of high volumes.
- Document processes and procedures to ensure accuracy and visibility.
- Improve controls and efficiencies whenever possible.
- 10+ years of Qualified Retirement Plan experience as a TPA or recordkeeper.
- Experience teaching, training, and leading others.
- Extensive knowledge of Schwab Retirement Technologies (SRT) recordkeeping system functionality and best practices.
- Experience with assisting complicated Plan Setups.
- Proficient with Microsoft Office Programs, specifically Excel LOOKUP formulas, Pivot Tables, Mail Merges, and more.
- Knowledgeable on payroll integration and mechanics.
- Deep understanding of retirement plan accounting and financial reporting.
- Experience using CRM and project management systems preferred (PensionPro, Smartsheet, database systems).
- Excellent communication skills.
MP's Client combines decades of academic expertise on plan design with low-cost investments. They bundle it up with modern technology, objective advice, and administrative accountability. Founded in 2000, the company is a SEC-registered investment adviser that specializes in retirement benefits, 401(k) plans, and investment management.
About the Team- Reporting to: Director of Recordkeeping
- 5 onshore and 2 offshore employees.
Location: Remote within the United States.
Compensation Expectations: $70,000 - $100,000 per year based on education, experience, certifications, and more. + up to 10% bonus based on performance.
Benefits: Medical, Dental, Vision, and more
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