Senior Account Manager – Technical Lead
New
J
JobgetherRetirement Plan Administration
United StatesFull-TimeSenior
Salary90,000 - 105,000 USD per year
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Job Details
- Experience
- 8+ years
- Required Skills
- Microsoft Excel
Requirements
- College degree.
- 8+ years of retirement industry experience.
- 8+ years of experience in account management or a comparable retirement plan administration role.
- QKA designation.
- Demonstrated mastery of compliance processes, testing, corrections, and client service.
- Strong working knowledge of ERISA, IRS, and DOL regulations.
- Experience with Relius.
- Experience with FT Williams.
- Proficiency with Excel and other Microsoft applications.
- Proven ability to perform complex nondiscrimination and compliance testing and government filings.
- Strong leadership and mentoring capabilities.
- Excellent written and verbal communication skills.
Responsibilities
- Independently manage assigned retirement plan accounts while maintaining strong client relationships.
- Interpret plan documents and apply ERISA, IRS, and DOL requirements to qualified retirement plans.
- Perform annual nondiscrimination and compliance testing, including ADP/ACP, 415, 402(g), 416, and 410(b).
- Prepare and support government filings, including Forms 5500, 5558, 5330, and 8955.
- Calculate employer contributions and confirm annual funding requirements.
- Identify and calculate required corrections, including missed deferrals, and apply correction methods like VCP and DFVCP.
- Mentor and train account managers and serve as a technical subject matter expert.
- Collaborate with auditors, advisors, and payroll teams to ensure accurate plan administration.
- Participate in process-improvement initiatives and special projects to enhance service delivery.
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