Manager, 403(B) Plan Operations - White Plains, United States - Pentegra Services, Inc.

Pentegra Services, Inc.

Verified Company

White Plains, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Job Summary:

Develop and manages 403(b) Team to ensure smooth operation of plans, client relationships and advisor communications to include superior customer service, consistently meeting quotas and standards and troubleshooting/problem resolution when necessary.

Responsibilities:

Responsible for the direction and day to day functions of the TIAA Team
Develop and maintain a full understanding of the contracts, arrangements and regulatory requirements associated with providing our services with particular attention to unique requirements of particular situations.
Manage Team of Account Managers and Administrators as their first point of contact for resolving higher level client matters as well as office related matters
Possibly manage a small caseload of 510 clients.
Document, improve, and update training for new account managers.
Document, improve, and update processes and procedures for account managers.
Approve and Manage staff time off requests and ensures policy/procedures are adhered to as it relates to working from home and work schedules
Monitor staff performance, including performance reviews.
Work with HR and RVP to create Performance Improvement Plans (PIP) when an employee issue is identified.
Delegate work duties to staff as needed.
Maintain staff by recruiting, selecting, training, and retaining employees.
Maintain vendor relationships and determine best practices for Pentegra to better serve clients.
Provide staff with vendor training, 403(b), and compliance training as needed.
Provide service agreement oversight to ensure that terms of the agreement are being followed.
Ensure that SalesForce data as it relates to plans is maintained and followed.
Meet with team and individuals weekly or as needed to ensure timely, accurate delivery of our services.
Provide oversight for team's annual workflow status and reviews with team to ensure standards are met.
Complete special projects as assigned

Requirements:

5+ years of supervisory or management experience in the qualified retirement plan industry
Extensive knowledge of ERISA, IRS & DOL regulations regarding qualified plans, including 403(b) plans
Strong 403(b) compliance Knowledge
Strong organizational, communication and analytical skills
Maintain high level of professionalism with staff, clients & advisors
Positive attitude and invoke "team player" ethic in all situations
Able to work independently and exercise good judgment in decision making situations
Commitment to teamwork and professional development
Multiple Employer Plan experience preferred
Working knowledge of Relius compliance software, FT Williams Government forms
ASPPA designations or be willing to obtain designations

Fiduciary Services knowledge a plus