401(k) Plan Account Manager

Senior Market Sales; Northern (KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Alliant Insurance Services is seeking a proactive 401(k) support professional to assist producers with client service, data updates, and plan implementation. You will coordinate with vendors and administrators, prepare investment materials, and help manage annual plan data for a portfolio of plans.

The role requires 3+ years in 401(k) account management, a Bachelor’s degree, and a valid Series 65 license. Remote-friendly, with opportunities for growth and professional development.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Three or more years of related work experience in 401k account management.
• Understanding of retirement plan types and ERISA guidelines.
• Experience with small to mid (less than 250) clients.
• Valid Series 65 license required; securities license (SIE, Series 6/7 and 63) preferred.

Responsibilities

• Support 401(k) producers with sales support and client service.
• Update key plan data annually and manage plan applications and documentation.
• Coordinate data collection with vendors and Third Party Administrators.
• Attend client meetings and prepare minutes and investment reviews.
• Assist with plan implementation, Form 5500 preparations, and year-end testing data.
• Support new initiatives to improve efficiency, compliance, and profitability.
• Collect fees, reconcile balances, and ensure data integrity in the system.

Skills

Communication

Presentation skills

Interpersonal skills

Attention to detail

Independent work

Planning & organization

Analytical skills

Microsoft Office

Education

Bachelor’s degree or equivalent

Job description

Alliant Insurance Services is seeking a proactive 401(k) support professional to assist producers with client service, data updates, and plan implementation. You will coordinate with vendors and administrators, prepare investment materials, and help manage annual plan data for a portfolio of plans.

The role requires 3+ years in 401(k) account management, a Bachelor’s degree, and a valid Series 65 license. Remote-friendly, with opportunities for growth and professional development.