Senior Retirement Plan Account Manager (Remote)

ADP, Inc.; United States; Remote; USD 75,000 - 90,000; Full time

Job summary

ADP, Inc. is seeking an experienced 3(16) Account Manager for a fully remote role in the United States. The position supports client relationships, compliance testing, and Form 5500 preparation with auditors.

Strong confidentiality and teamwork are essential, along with excellent communication skills. This role is designed for experienced account managers in retirement administration. Responsibilities include serving clients, maintaining relationships, interpreting plan documents, ERISA

Qualifications

• College degree or 7+ years of retirement experience.
• Minimum of 3 years in account manager or similar role in retirement administration.
• 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.

Responsibilities

• 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 amounts with client.
• Performs annual non-discrimination tests and discusses testing results with client.
• Prepares Government Forms: 5500 and Related Schedules, 5558, 5330, 8955 and works with plan’s auditor.
• Posts year-end client deliverables to SalesForce.
• Ensures RMD distributions communicated to eligible participants.
• Works with Administrators to meet deadlines.
• Enters amendment requests to legal; updates Relius specs and obtains signatures.
• Attends client and advisor calls/meetings and can lead meetings.
• Conducts annual year-end clean-up and corrections.

Skills

Verbal communication

Written communication

Excel

Analytical skills

Problem solving

Customer service

Education

College degree

7+ years retirement experience

Tools

Salesforce

Relius

FT Williams

Job description

ADP, Inc. is seeking an experienced 3(16) Account Manager for a fully remote role in the United States. The position supports client relationships, compliance testing, and Form 5500 preparation with auditors.

Strong confidentiality and teamwork are essential, along with excellent communication skills. This role is designed for experienced account managers in retirement administration. Responsibilities include serving clients, maintaining relationships, interpreting plan documents, ERISA