Base salaries are determined during our interview process, by assessing a candidate’s experience, skills against internal peers and against the scope and responsibilities of the position.

Location: Remote

Reports to: Director, 3(16) Overlay

Classification: Exempt __X____ Non- Exempt ______

Job Summary:

Account Manager services Enhanced 3(16), Comprehensive 3(16) and Institutional 3(16) clients; maintains Bundled Recordkeeper/client/advisor relationships for approximately 100 Comprehensive clients and assists with Enhanced 3(16) clients; reviews compliance testing; contribution calculations; sign / file Form 5500 and works with auditors. The position requires high levels of confidentiality and the ability to work as part of a team, while independently managing accounts. Excellent communication skills and a full understanding of customer service is a must. Position is for experienced Account Managers.

Responsibilities:

• Provides timely, superior customer service and issue resolution to clients and advisors
• Maintains client relationships with high client retention rate
• Interprets plan documents. Able to identify and effectively communicate improvements to clients and partners.
• Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans
• Works with assigned Administrator to ensure deadlines are met timely
• Works with client to ensure Plan corrections are properly executed
• Support the training and development of new team members by providing guidance, sharing best practices, and helping them develop the skills and knowledge needed to succeed in the role.
• Participate in projects throughout the year in order to support the team in meeting industry deadlines.
• Assigned Account Manager for key clients, including large and significant retirement plans.

Enhanced 3(16), Comprehensive 3(16) and Institutional 3(16) Responsibilities:

• Review Form 5500 as prepared by Bundled Recordkeeper
• Review compliance Testing as prepared by the Bundled Recordkeeper (ADP/ACP; 415; 402(g) 416, 410(b))
• Review census data including any data integrity reports, if applicable
• Review employer contribution calculations as prepared by Bundled Recordkeeper