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Retirement Plan Service Manager - Pittsford, United States - Wealth Enhancement Group
Description
** Wealth Enhancement Group**
** Retirement Plan Service Manager**
Pittsford, NY 14534
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide and continues to expand into new regions each year. Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life.
Our purpose and mission is to work together to improve our clients lives by seeking to provide them the best possible financial advice. We are firm believers in the meaning behind teamwork. We share perspectives and explore every point of view, because the best ideas are born from collaboration. We constantly push ourselves and each other. We strive to be much more than your typical financial services firm. We strive to be the best.
Our office located in Pittsford, NY is looking for a Retirement Plan Service Manager. This role provides client support and administrative services to the defined contribution clients; supports investment management and RPC consulting services.
****Job Functions****
**Plan Administration and Analytics**
Manages vendor RFP (Request for Proposal) process for purpose of quoting and benchmarking services, fees and investments for clients. Coordinates with vendors to accurately illustrate proposals and prepare reports for clients.
Reviews and finalizes client plan document summaries
Prepares studies for prospective RPC clients, such as illustrations of various Profit Sharing allocation scenarios
Prepares client investment analytics and recommendations, including coordination with Investment Management, for advisor approval
Prepares client fee analyses.
Coordinates and manages vendor transitions for clients.
Understands back office support for plan investment review and analysis for investment fiduciary clients
**Client Service Functions**
Responds to requests for information or explanations from clients and participants
Drafts, copies and sends new plan documents to new clients
Ensures service agreements and plan documents (IPS, EPS, Committee Charters, committee agendas, minutes, etc.) are completed and on file for all clients
Prepares trust applications, and any related material, to open accounts for new clients
Transitions client from prospective to on-going service
Conversion support for Defined Contribution clients
Prepares materials for client RFP, plan and investment review meetings
Prepares and finalizes client review meeting minutes
Ensures client meeting action items are completed
Communicates process and task updates to advisors.
Follow checklist protocols and provide input for improving processes and efficiencies.
Responsible for timely filing of all required forms, documents and extension requests for all the firms defined contribution clients
Daily review and saving of Internet newsletter for relevant articles concerning pension design and administration
**Quality Assurance and Reporting**
Prepares and reviews annual and quarterly valuation reports
Prepares and reviews IRS form 5500 including all needed attachments and extensions
Prepares 401(k) ADP/ACP nondiscrimination, 415 limitation, 410(b) & top heavy testing
Prepares and reviews loan, hardship, termination, RMD requests
Prepares Profit Sharing new comparability studies
Reviews participant annual and quarterly statements
Reviews incoming census and trust information
Reviews IRS form 1099-R for all plan distributions
Travel Requirement: As requested by management
****Education | Skill Requirements****
Bachelors degree in Finance, Business, Economics
FINRA Series 7 and 66 and state insurance license, if required
Pension designations QKA, preferred, continuing education required
5-7 years 401k plan administration experience
Detail oriented; ability to prioritize work flow and projects; work with deadlines and be flexible
Excellent communication skills, professional interactions with customers
Knowledge of Microsoft Office; excel experience
Ability to work as a Team Member; positive solution-focused attitude.
****ADA Requirements****
The ability to stand or sit for long periods of time, to use the telephone and computer systems.
File documents in high or low cabinets
Ability to lift 10 pounds
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