Remote Senior 403(b) Account Manager

ADP, Inc.; EE. UU.; A distancia; USD 75.000 - 90.000; Jornada completa

Descripción de la vacante

ADP, Inc. is seeking an experienced 403(b) Account Manager to maintain client relationships, perform compliance testing, and manage contributions calculations.

The role requires deep knowledge of ERISA, IRS and DOL regulations for qualified plans, and strong communication skills. Responsibilities include preparing Form 5500, working with auditors, and ensuring timely deliverables and deadlines with clients.

Formación

• College degree or 7+ years of retirement experience.
• Minimum of 3 years in account manager or similar role in retirement administration.
• QKA designation required or willingness to attain.
• Mastery of administrator functions and skills.
• Excellent verbal and written communication skills.
• Knowledge of Excel and other Microsoft applications/software.
• Strong analytical and problem solving skills.
• Ability and willingness to provide a high level of service to clients.
• Experience with Relius strongly desired.
• Experience with Salesforce strongly desired.
• Experience with FT Williams strongly desired.

Responsabilidades

• Provides timely, superior customer services and issue resolution to clients and advisors.
• Maintains client relationships with high client retention rate.
• Interprets plan documents and communicates improvements to clients and partners.
• Has solid knowledge of ERISA, IRS & DOL regulations regarding qualified plans, including 403(b) plans.
• Analyzes census to determine eligibility.
• Calculates employer contributions based on the plan’s provisions and confirms with client amount of annual funding.
• Performs annual non-discrimination tests and discusses results with client.
• Prepares Government Forms: 5500 and Related Schedules and works with plan’s auditor.
• Works directly with plan’s Form 5500 auditor and discusses corrections and plan problems.
• Posts year-end client deliverables to SalesForce.
• Identifies and processes to ensure RMD distributions have been communicated to eligible participants.
• Works with Administrators to ensure deadlines are met.
• Enters amendment requests to legal and updates Relius specs, obtains signatures.
• Attends client and advisor calls/meetings and can lead meetings.
• Conducts annual year-end clean-up including forfeiture reallocations and transfers.
• Determines and applies plan corrections and self-correction methods.
• Participates in client onboarding calls and assists transition teams.

Conocimientos

Customer service

Communication

Analytical thinking

Problem solving

Teamwork

Educación

College degree

Herramientas

Salesforce

Relius

FT Williams

Excel

Descripción del empleo

ADP, Inc. is seeking an experienced 403(b) Account Manager to maintain client relationships, perform compliance testing, and manage contributions calculations.

The role requires deep knowledge of ERISA, IRS and DOL regulations for qualified plans, and strong communication skills. Responsibilities include preparing Form 5500, working with auditors, and ensuring timely deliverables and deadlines with clients.