401k Relationship Manager – 100% Remote

REMOTE, IL | Fully Remote

Posted: 02/20/2024 Industry: Employee Benefits & Retirement Services Job Number: KO24.1.21.9 Pay Rate: Up to 80k base plus bonus! Full Benefits offered Experience:

Job Description

401k Relationship Manager – 100% Remote

Primary Responsibilities:

  • Expierence holding assigned caseload, responsible for all day to day communications amongst clients and plan sponsors.
  • Education on compliance testing, failed test results, as well as corrections.
  • Gather information from and send out annual valuation reports.
  • Deliver Form 5500/8955 and related Schedules.
  • Walk Clients through electric form fillings and extensions.
  • Review information received for completeness.
  • Request plan amendments and review plan amendments with Clients.
  • Willing to work extended hours to meet pre-determined goals and deadlines especially during busy season.
  • Expierence completing compliance testing and 5500 form filings in past.

Qualifications and Experience:

  • Working knowledge of IRS and DOL regulations.
  • Experience with Datair, Ft. Williams, Relius or Pension Pro
  • Customer service skills.
  • ASPPA/NIPA designations preferred, but not required.
  • Ability to establish priorities and meet pre-determined deadlines.
  • Working knowledge of various retirement plan types and platforms.

Up to 80k base plus bonus! Full Benefits offered.



Meet Your Recruiter

Kayla Omiecinski

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