Retirement Compliance Account Manager

Job Summary

A company is looking for an Account Manager.

Key Responsibilities

• Main point of client and advisor contact providing high-level service
• Calculate employer contributions and prepare annual non-discrimination tests
• Prepare and discuss Government Forms with clients and manage compliance testing

Required Qualifications

• 5+ years of Defined Contribution retirement compliance and service experience
• Ability to manage a caseload of 55-65 defined contribution plans
• Experience with Multiple Employer Plans (MEPs) preferred
• Working knowledge of Microsoft Office and compliance software
• Must have previous experience working in a remote environment