Remote ERISA Retirement Plans Lead (401(k))

Foundation Risk Partners, Corp.; United States; Remote; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k) match

Company paid life insurance

Short-term disability (STD)

Long-term disability (LTD)

PTO 18 days + 10 holidays + 2 floating

Job summary

Foundation Risk Partners is seeking a Client Relationship Manager-Retirement Services to remotely support Retirement Plan Advisors in delivering high-quality 401(k) and retirement plan services. You will leverage expertise in ERISA compliance to ensure plan design, administration, and fiduciary guidance align with regulatory standards.

You will prepare data, generate reports, and help develop tailored retirement plan solutions while maintaining strong client relationships and coordinating with

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or related field.
• 2–5 years of retirement plan experience in client-facing or admin roles.
• Experience supporting advisors and clients in retirement plans.
• Strong interpersonal and written/verbal communication skills.
• Detail-oriented with ability to manage multiple projects.
• Proficient in CRM systems (Salesforce preferred) and MS Office.
• ASPPA, CEBS, QKA, or related designations are a plus.

Responsibilities

• Provide ERISA compliance guidance to Retirement Plan Advisors on regulatory standards (DOL, IRS, PBGC).
• Assist advisors with data gathering, reports, and customized proposals for client meetings.
• Support onboarding and ongoing service for retirement plan clients within Salesforce.
• Explain retirement plan concepts including investment options, fees, and withdrawal strategies to clients.
• Coordinate between field advisors and internal departments (operations, legal, investment management).

Skills

Client relationship management

Regulatory compliance (ERISA)

Attention to detail

Communication skills

Project management

Education

Bachelor’s degree in Business, Finance, Accounting, or related field

ASPPA/CEBS/QKA designation (plus)

Tools

Salesforce

Microsoft Office

Job description

Foundation Risk Partners is seeking a Client Relationship Manager-Retirement Services to remotely support Retirement Plan Advisors in delivering high-quality 401(k) and retirement plan services. You will leverage expertise in ERISA compliance to ensure plan design, administration, and fiduciary guidance align with regulatory standards.

You will prepare data, generate reports, and help develop tailored retirement plan solutions while maintaining strong client relationships and coordinating with