Job Description
Join our award-winning team as a Retirement Plan Relationship Manager and thrive in a flexible, hybrid remote environment! As a trusted partner to our clients, you will drive exceptional customer experiences, foster strong relationships, and contribute to the success of our organization. Enjoy a competitive salary, opportunities for growth, and a collaborative culture that values honesty, integrity, and dedication.
We are ERISA Services, a leading provider of retirement plan solutions, and we're seeking a talented professional like you to join our family. As a Top Places to Work award recipient for five consecutive years (2020-2024), we pride ourselves on our unique culture, where every team member feels valued, supported, and empowered to make a difference.
About the Role:
- Day-to-day communications with clients, brokers, and CPAs via phone, email, and other channels
- Gathering information, sending out annual valuation reports, and delivering Form 5500 and related schedules
- Assisting clients with electronic filing, ensuring timely submissions, and tracking plan administration
- Reviewing information for completeness, requesting plan amendments, and reviewing plan amendments with clients
- Working collaboratively with internal teams and external partners to provide accurate, prompt, and professional administration
Qualifications and Experience:
- 5+ years of experience in retirement plan administration
- Working knowledge of IRS and DOL regulations
- Experience with FT Williams Plan Administration and PensionPal (a plus)
- Above-average customer service and problem-solving skills
- Ability to establish priorities, meet deadlines, and work extended hours as needed
- QKA Professional designation (desired or obtainable)
What We Offer:
- A competitive salary and opportunities for growth
- A flexible, hybrid remote work arrangement
- A collaborative, dynamic culture that values honesty, integrity, and dedication
- Professional development opportunities to enhance your skills and knowledge
- A chance to work with a top-rated employer, recognized as a Top Places to Work for five consecutive years
How to Apply:
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