Retirement Plan Manager - Dallas
2 days ago
Job description
T Bank, N.A. has partnered with SmartHR in their search for a Participant Directed Plan Services Manager. T Bank is a national bank and trust that is part of Tectonic Financial, a Texas-based financial services group.T Bank prides themselves in fostering a collaborative environment where employees can contribute to delivering exceptional value, driving client success, and advancing their mission to redefine banking.
Overview of PositionThe Participant Directed Plan Services Manager is responsible for overseeing the day-to-day operations and management of the 401(k) Recordkeeping team.
This role involves ensuring the accuracy and efficiency of all 401(k) account transactions, maintaining compliance with regulatory requirements, and providing exceptional service to plan participants and sponsors.
The manager will collaborate with the Bank's Trust department and outside financial planning professionals to ensure seamless plan administration, while also working with the Bank's executive management team to provide cohesive client service across our platform.
This role will require an in-office presence within our Dallas, Texas office. Upon the completion of training, the role may offer some remote flexibility on a limited basis.Responsibilities
Supervise, mentor, and develop a team of 401(k) recordkeeping specialist
Oversee daily processing of employee deferral and employer contributions, distributions, loans, rollovers, and other plan transactions
Implement and update policies and procedures to enhance compliance and operational efficiency
Conduct regular reviews to ensure all recordkeeping transactions are processed accurately and timely, in compliance with ERISA, DOL, IRS, and other applicable regulations
Conduct regular reviews to ensure all recordkeeping transactions are processed accurately and timely, in compliance with ERISA, DOL, IRS, and other applicable regulations
Lead or participate in projects aimed at improving the efficiency and accuracy of recordkeeping operations
Monitor daily workflow and manage resources to meet service level agreements and collaborate with the client services team to resolve issues and improve client satisfaction
Conduct regular team meetings and one-on-one sessions to monitor performance and provide feedback
Conduct regular team meetings and one-on-one sessions to monitor performance and provide feedbackSet performance goals and objectives for the team, ensuring alignment with company standards and client expectations
Serve as a point of escalation for complex or high-priority client and participant inquiries
Provide training and support to plan sponsors on recordkeeping processes and systems
Identify opportunities for process improvements and system enhancements
Stay informed about industry trends and best practices to drive continuous improvement
Prepare and analyze reports on recordkeeping activities, performance metrics, and compliance status
Provide regular updates to senior management on operational performance and key issues
Utilize data analytics to identify trends and make data-driven decisions
Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification.
They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
RequirementsBachelor's degree in finance, business administration, or a related field. Advanced degree or relevant certifications (e.g., QKA, QPA, CPC) preferred
At least 5-7 years of experience in 401(k) recordkeeping, or a combination of recordkeeping and trustee directed plan serving or plan administration, with a minimum of 3 years in a supervisory or managerial role
Strong understanding of 401(k) plan rules, regulations, and industry standards
Excellent leadership and team management skills
Proficiency in recordkeeping systems and software
Exceptional analytical and problem-solving abilities
Strong communication and interpersonal skills
Detail-oriented with a commitment to accuracy and compliance
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