401(k) Plans Relationship Manager

CPS, Inc.; West Virginia; Remote; USD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking company as a Retirement Plan Industry Recruiter, where you will manage client relationships and collaborate with internal and external partners. This exciting role involves ensuring compliance with IRS and DOL regulations while delivering essential reports and services to clients. With a focus on client satisfaction and service excellence, you will thrive in a supportive environment that values your expertise. If you have a background in plan administration and a passion for client engagement, this is the perfect opportunity to elevate your career in a dynamic and rewarding setting.

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.
• Knowledge of IRS and DOL regulations is essential.

Responsibilities

• Manage relationships with 120-160 clients and ensure service delivery.
• Communicate daily with clients and send annual valuation reports.

Skills

Client Relationship Management

IRS and DOL Regulations Knowledge

Plan Administration Experience

Communication Skills

Education

QKA Certification

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. We invite you to apply if you are interested in this opportunity. 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 year-end 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 or other retirement industry positions we are recruiting for, please send your resume to [e-mail]. We look forward to hearing from you.*

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance