Employee Benefit Plan Advisor

kpmcpa; Springfield (MO); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Professional development opportunities

Mentorship focus

Job summary

KPM is seeking a client-based employee benefit plan administrator and advisor to join our team in Springfield, MO. The ideal candidate will develop marketing strategies to expand our retirement plan administration service line, serve clients, and ensure compliance with regulations.

Responsibilities include engaging in branding efforts, handling daily retirement plan activities, and preparing IRS Form 5500. The candidate should have over 5 years of client service and 401(k) administration experience.

Qualifications

• 5+ years client-service/account manager experience.
• 5+ years 401(k) administration experience.
• Proven business development experience.
• Specialized knowledge of ERISA, IRS & DOL rules & regulations.

Responsibilities

• Develop and implement marketing strategies for retirement plan administration.
• Engage internal marketing for branding and client education.
• Administer daily retirement plan activities for client participants.
• Prepare IRS Form 5500 and ensure compliance with regulations.
• Enroll employees in the plan and process contributions.

Skills

Client-service/account manager experience

401(k) administration experience

Excellent verbal & presentation skills

Attention to detail

Strong interpersonal skills

Education

Bachelor's degree in business related field

Job description

KPM is seeking a client-based employee benefit plan administrator and advisor to join our team.

At KPM, we understand how much work affects your life. That’s why we’re dedicated to making KPM one of the best places to work. We recognize our professionals are at their best when provided with the opportunity to experience a full family and personal life and a challenging and rewarding career with growth potential. KPM provides a range of professional development opportunities and makes mentorship a focus. We also provide a competitive salary and benefits package. See what makes us different. A career at KPM simply adds up.

The ideal candidate will have the skills necessary to expand the service line and help service our existing and growing client base.

Responsibilities

• Develop and implement marketing strategies designed to expand KPM’s retirement plan administration service line, including participation in relevant networking functions, such as conferences, events, etc.
• Engage internal marketing for branding, standardization of client-facing documents, and overall marketing opportunities, including speaking engagements; present client and participant education opportunities in-person and virtually
• Develop ongoing and time-relevant industry related content including upcoming regulatory topics and changes impacting retirement landscape and planning
• Serve as a point-of-contact for employee questions regarding their plan; have a thorough understanding of each plan’s individual documents and help ensure compliance with ERISA and other applicable rules & regulations
• Administer daily retirement plan activities on behalf of client participants
• Enroll employees in the plan, process contributions and coordinate with each plan’s investment manager
• Process participant distribution and hardship requests
• Support plan compliance including mandatory action such as fee disclosure notices, qualified default investment choice, summary plan descriptions, etc.
• Prepare IRS Form 5500, including working with third-party vendors as required to meet filing deadlines
• Review and balance total contributions for all clients annually for non-discrimination testing
• Other duties or projects as deemed necessary

Qualifications

• 5+ years client-service/account manager experience
• 5+ years 401(k) administration experience
• Bachelors degree in business related field
• Proven business development experience
• Excellent verbal & presentation skills
• Specialized knowledge of ERISA, IRS & DOL rules & regulations governing 401(k) plan administration
• High level of adaptability & flexibility to meet the changing needs of the business
• Attentive to details & strong follow-up skillsAbility to protect & maintain confidential information
• Strong interpersonal skills with a client-based focus
• Excellent written communication skills

KPM is an equal opportunity employer and employer decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, sex, sexual orientation, age, religion, or creed, disability, national origin, or any other protected status.