401(k) Plans Relationship Manager

CPS, Inc.; Pennsylvania; Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Retirement Plan Industry Recruiter to enhance client relationships and service delivery. This full-time role allows you to work remotely while managing a diverse client portfolio. You will collaborate with internal teams and external partners, ensuring compliance with IRS and DOL regulations. Your expertise in plan administration will be invaluable as you communicate with clients and deliver essential reports. This position offers a dynamic work environment and the opportunity to make a significant impact in the retirement plan industry.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

PTO

401k with Match

HSA

FSA

Short and Long Term Disability Insurance

Life Insurance

529 College Savings Fund

Qualifications

• 5+ years of experience in plan administration at a TPA.
• Experience with multiple recordkeeping platforms.

Responsibilities

• Manage relationships and service delivery for 120-160 clients.
• Communicate daily with clients regarding IRS and DOL regulations.

Skills

Client Relationship Management

IRS and DOL Regulations Knowledge

Plan Administration Experience

Communication Skills

Education

QKA Certification or Desire to Obtain

Tools

Recordkeeping Platforms

Job description

2 days ago Be among the first 25 applicants

Direct message the job poster from CPS, Inc.

Retirement Plan Industry Recruiter

We are recruiting for an established TPA. This is a client facing position that does not include doing non discrimination testing or government forms preparation. You should be located in the Eastern or Central time zone.

What you will do:

• Work remotely
• Manage relationships with clients and service delivery for 120 – 160 clients
• Partner with internal teams like plan administration, compliance, and sales to deliver accurate information.
• Also partner with external partners like CPAs, financial advisors, and attorneys who are involved with the plans.
• Communicate daily with clients, using your knowledge of IRS and DOL regulations
• Send out annual valuation reports
• Deliver 5500, and 8955-SSA
• Ensure 5500s extensions are filed timely
• Send out yearend packages/census requests and follow up on receipt.

Experience you should have:

• 5+ years of experience doing plan administration at a TPA. Although this position does not include doing administration, the employer believes that someone who has done administration makes for a better relationship manager.
• Experience working with several recordkeeping platforms
• QKA or desire to obtain

Benefits: Medical insurance, Dental insurance, Vision insurance, PTO, 401k with match, HSA, FSA, Short and Long Term Disability Insurance, Life Insurance, 529 College Savings fund.

*To apply for this position, please send your resume to [e-mail].*

Seniority level

Associate

Employment type

Full-time

Job function

Finance