3(16) Account Manager

Responsibilities: Maintains client relationships and ensures plan compliance through testing, contribution calculations, and the preparation of government forms. Coordinates with auditors and manages the end-to-end administration of qualified retirement plans.

Requirements: Requires a college degree or 7+ years of retirement experience, including at least 3 years as an account manager. A QKA designation and proficiency in Relius, Salesforce, and FT Williams are strongly desired.

Key skills: Client Relationship Management, Compliance Testing, Contributions Calculations, Form 5500 Preparation, ERISA Regulations, IRS Regulations, DOL Regulations, Non-discrimination Testing, Audit Coordination, RMD Distributions, Plan Document Interpretation, Analytical Problem Solving, Microsoft Excel, Salesforce, Relius, FT Williams

Keywords: ERISA, IRS, DOL, 403(b) Plans, Form 5500, ADP/ACP Testing, 415 Testing, 402(g) Testing, 416 Testing, 410(b) Testing, QKA, Relius, Salesforce, FT Williams, VCP, DFVCP, Qualified Plans, Retirement Administration, Compliance Review, RMD Distributions