CPS, Inc.
http://www.cps4jobs.com
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401k Relationship Manager – 100% Remote
REMOTE, IL US
Posted: 04/09/2024
2024-04-09
2024-05-09
Industry: Employee Benefits & Retirement Services
Job Number: KO24.1.21.9
Pay Rate: Up to 80k base plus bonus! Full Benefits offered
Remote Friendly:
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.
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