Retirement Plan Compliance Manager

A company is looking for an Account Manager.

Key Responsibilities

Maintain client / advisor relationships and ensure timely resolution of inquiries

Prepare compliance testing and annual Government Forms, including Form 5500

Advise clients on plan design options and oversee assigned Administrators to meet deadlines

Required Qualifications

5+ years of retirement plan compliance experience

Ability to manage a caseload of 55-65 defined contribution plans

Working knowledge of Microsoft Office and compliance software

ASPPA designations preferred or willingness to obtain

Ability to ensure accurate completion of compliance testing and tax filings