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401(k) Retirement Plan Administrator - Oklahoma City, United States - Aegis Retirement Partners
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Description
Aegis Retirement Partners is an independent, third party administration firm that provides full administrative and advisory services to our growing plan sponsor clientele.
We are looking for a retirement plan Account Manager to work closely with clients to design, implement, and provide full administrative support for their 401(k) and/or 403(b) Plans.
OverviewThe account manager's role is responsible for all aspects of defined contribution administration.
You will be working very closely with your clients to ensure their retirement plan offering remains in compliance with current law and is continually designed to exceed the goals of the Plan Sponsor.
ResponsibilitiesWork with new clients to design a Plan that meets and exceeds their goals and needs.
Provide continued support during new plan set up or transition of Plan.
Provide day-to-day support for all administrative issues that arise during the plan year.
Work closely with our record keeping partners.
Research and resolve escalated issues as they arise.
Monitor operational processes in maintaining compliance guidelines.
Meet with clients at least annually to review plan design and plan statistics.
Perform
all applicable compliance testing, including ADP/ACP, coverage testing, etc.
Preparation of signature ready Form 5500 and Form 8955 SSA
If applicable, work directly with the ERISA CPA auditor for large plans.
Education / Skills / Experience
Minimum 2-3 years of retirement plan administration experience.
Knowledge of laws related to qualified retirement plans.
ASPPA or similar credentials preferred, but not required.
Must have very strong organizational and time management skills.
Must be self-motivated and service clients in a proactive manner.
Experience and proficiency with basic software programs, including all Microsoft applications (Word, Excel, Outlook).
Experience with ASC software preferred, but not required.
The ideal candidate would work mostly from their home office but would need to come into our Concord MA corporate office for meetings, training, or similar as well as local travel to client meetings as needed.
This position is ideal for the individual who wants to have the flexibility of a positive work/life balance, because for us, both are extremely important in your growth, development, and happiness.
Interested?If this position is one you think you would thrive in, please send your resume to
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