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Manager of Retirement Plan Operations

2 months 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 will be tasked with overseeing the daily functions and management 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 individual in this role will lead a team of recordkeeping specialists and work collaboratively with various departments to guarantee smooth plan administration.


Key Responsibilities

Leadership and Team Development

  • Guide, mentor, and cultivate a team of specialists in 401(k) recordkeeping.
  • Facilitate regular team meetings and individual sessions to assess performance and provide constructive feedback.
  • Establish performance targets and objectives for the team, ensuring they align with organizational standards and client expectations.

Operational Oversight

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

Regulatory Compliance and Quality Control

  • Ensure that all recordkeeping activities adhere to ERISA, DOL, IRS, and other relevant regulations.
  • Conduct regular audits and assessments of transaction processing to uphold high accuracy standards.
  • Develop and revise policies and procedures to improve compliance and operational efficiency.

Client and Participant Engagement

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

Process and System Enhancement

  • Identify opportunities for process optimization and system upgrades.
  • Lead or engage in projects aimed at enhancing the efficiency and accuracy of recordkeeping operations.
  • Stay updated on industry trends and best practices to foster continuous improvement.

Reporting and Performance Analysis

  • Compile and analyze 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 uncover trends and inform data-driven decision-making.

Qualifications

Education

A Bachelor's degree in finance, business administration, or a related discipline is required. 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:

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

Successful candidates must be willing to undergo background checks, credit checks, and/or employment and education verification relevant to the role.