Account Manager – 401k
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Job Description
Remote 401(k) Account Manager supporting producers and clients with defined contribution plan implementation and service. Managing retirement-plan data, vendors, compliance activities, investment reviews, and client relationships.
Responsibilities:
- Support 401(k) Producers with sales support and provide customer service to assigned clients
- Manage procurement, placement, and implementation activities for defined contribution plans
- Maintain ongoing client contact and assist with day-to-day service issues and vendor management
- Work with vendors and Third Party Administrators to automate data collection and analysis
- Schedule and attend client meetings for prospects and existing clients
- Maintain client and due diligence files
- Record meeting notes and prepare minutes for investment committees
- Prepare investment reviews and investment committee meeting materials
- Assist with plan applications, plan document review, and plan implementation
- Assist auditors with Form 5500 preparations and data collection
- Assist vendors with year-end testing data collection
- Assist with or conduct participant enrollment meetings
- Research and support initiatives improving efficiency, productivity, compliance, and profitability
- Complete Requests for Proposals
- Manage simple plans with under $10 million in assets and under 100 participants
- Collect fees, reconcile accounts, and resolve outstanding balances within 60 days of invoicing
- Maintain complete and accurate agency management system data
Requirements:
- Bachelor’s degree or equivalent combination of education and experience
- Three (3) or more years of related work experience in 401(k) account management
- Understanding of retirement plan types and operations
- Knowledge of ERISA guidelines and regulations
- Experience with small to mid-sized clients (less than 250)
- Valid Series 65 license required
- Securities license (SIE, Series 6 or 7 and 63) preferred
- Excellent verbal and written communication and presentation skills
- Excellent interpersonal, relationship-building, negotiating, and problem-solving skills
- Exceptional attention to detail
- Ability and motivation to work independently
- Good time management skills
- Good planning, organizational, and prioritization skills
- Advanced analytical skills
- Proficiency in Microsoft Office products
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