401(k) Plans Relationship Manager

We are recruiting for an established TPA. We invite you to apply if you are interested in this opportunity. Thank you for your interest. We hope to hear from you.

About the employer:

This is an established TPA that has been voted a Top Place to work 5 times.

This is a client-facing position that does not include doing non-discrimination testing or government forms preparation. You should be located in the Eastern or Central time zone.

What you will do:

• Work remotely
• Manage relationships with clients and service delivery for 120 – 160 clients
• Partner with internal teams like plan administration, compliance, and sales to deliver accurate information.
• Also partner with external partners like CPAs, financial advisors, and attorneys who are involved with the plans.
• Communicate daily with clients, using your knowledge of IRS and DOL regulations
• Send out annual valuation reports
• Deliver 5500, and 8955-SSA
• Ensure 5500s extensions are filed timely
• Send out year-end packages/census requests and follow up on receipt.

Job Requirements

Experience you should have:

• 5+ years of experience doing plan administration at a TPA. Although this position does not include doing administration, the employer believes that someone who has done administration makes for a better relationship manager.
• Experience working with several recordkeeping platforms
• QKA or desire to obtain

Benefits: Medical insurance, Dental insurance, Vision insurance, PTO, 401k with match, HSA, FSA, Short and Long Term Disability Insurance, Life Insurance, 529 College Savings fund.

*To apply for this position, please send your resume to sczepiel@cps4jobs.com. We look forward to hearing from you.*