Account Manager - White Plains, United States - Money Fit by DRS

Money Fit by DRS White Plains, United States

1 week ago

Description

Base salaries are determined during our interview process, by assessing a candidate's experience, skills against internal peers and against the scope and responsibilities of the position.

Job Summary:
Performs compliance testing; contribution calculations; Form 5500 reporting; Manages Client Relationship

Responsibilities :
Main point of client and advisor contact providing a high level of service to clients and advisors
Ensures all clients are receiving feedback and resolution to their inquiries on a daily basis
Interpret plan documents (IDP & Pentegra Prototype)
Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans
Analyzes census to determine eligibility
Calculate employer contributions based on the plan's provisions and confirms with client amount of annual funding
Preparation of annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b)) and ability to discuss testing results with client

Prepare Government Forms: 5500 and Related Schedules, 5558, 5330, 8955 and works with plan's auditor and ability to discuss Forms with the client.

Works with plan's Form 5500 auditor
Posts year-end client deliverables to Pension Pro
Reconciliation of trust assets
Review and approve participant requested loans and distribution requests
Identifies and completes RMD distributions
Advises clients on new plan design options and completes plan studies when needed
Works with assigned Administrator to ensure deadlines are met timely
Responsible for entering amendment requests in Pension Pro; updating Relius specs, platform specs, obtaining signatures and follow-ups with clients.
Requesting record-keeper enrollment forms and updating plan specs during amendment process.
Attends client and advisor calls/meetings upon request with approval from assigned Manager.
Annual year-end clean-up to include follow-up on forfeiture re-allocations, source transfers determined during the compliance review
Work with clients to terminate their plan

Requirements:
Certain Requirements can be waived with related experience.
3-5 Years of Defined Contribution retirement compliance and service experience
Ability to maintain caseload of 70-90 defined contribution plans, including 401(k) and 403(b)
Experience with Multiple Employer Plans (MEPs) preferred
Excellent Client Relationship skills
Excellent communication and organizational skills
Problem solving ability
Ability to work in fast paced team environment
Working knowledge of Microsoft office (excel, word, outlook)
Working knowledge of Sungard Relius compliance software & FT Williams Government forms a plus
ASPPA designations a plus or be willing to obtain designations
Ability to ensure timely and accurate completion of all assigned client's compliance testing, valuation reporting and tax filings.
3(16) Fiduciary Services knowledge a plus

#J-18808-Ljbffr

Account Manager Immediate Consumption

6 hours ago

Liberty Coca-Cola Bev LLC Elmsford, United States

Working at Liberty Coca-Cola Beverages LLC is all about pursuing a career not just a job. Discover what it means to be energized by a multitude of possibilities and a dynamic team. · Minimum Salary: $50,000.00 · Maximum Salary: $50,000.00 · **About Liberty**: · At Liberty Coca-Co ...
Account Manager

5 days ago

Executive Recruiting Network New Rochelle, United States

**Account Manager - **_Entry & Mid-Level, $50,000 Annual Base Salary_** · **Role Responsibilities**: · - Work in tandem with senior recruiting team members to identify, attract, and retain new talent. · Employ talent acquisition best practices to attract new sources of talent. · ...
Account Manager

1 week ago

Titan Ventures Briarcliff, United States

Account Manager for the Tooling Alloys division at Briarcliff · What to expect · Company bicycle · Company pension plan · Electric charging stations · Company health promotion · Individual further education opportunities · Flexible working hours · Employee counseling · At Briarcl ...
Account/health Care Manager

2 days ago

PT Genie Greenwich, United States

Account/Health Care Manager · Genie Health is hiring an Account Manager in the Connecticut/New York/Rhode Island/Long Island is a requirement and surrounding areas; in addition to CT/NY location, prior experience in management position and sales is required. · Who We Are: · Genie ...
Key Account Manager

1 week ago

Aurora Ventures Greenwich, United States

Are you interested in actively supporting existing customers and developing new business areas with your key accounts? Do you enjoy representing the company to customers and strategically positioning it with all decision-making parties, especially in pursuing new projects? This r ...
Account Manager

1 week ago

Vueplanner New York, United States

VuePlanner, a verified YouTube Measurement Partner, is looking for an experienced Account Manager to join our growing team. This individual will support campaign activations with some of our most prominent agency partners and advertisers. Being an Account Manager at VuePlanner pr ...
Account Manager

1 week ago

Comcast Corporation New York, United States

FreeWheel, a Comcast company, provides comprehensive ad platforms for publishers, advertisers, and media buyers. Powered by premium video content, robust data, and advanced technology, we're making it easier for buyers and sellers to transact across all screens, data types, and s ...
Account Manager

1 week ago

Global IT Resources New York, United States

**About** · We are the largest commercial furniture dealer in the world, with over 78 years of experience and more than 435 full-time employees across the country. We are the preeminent Steelcase dealer in the United States and support a list of more than 500 manufacturers. We pa ...
Account Manager

6 hours ago

IB Abel Inc York, United States

**Position Overview**: · A best-in-class electrical contractor is searching for an Account Manager for our Service & Accounts Department. This role is responsible for all aspects of estimating and project management for key service accounts. · **Base Location/Travel Requirements* ...
Account Manager

1 day ago

VHA Wireless New York, United States

**VHA- Account Manager** · At VHA, our mission is to be passionately committed to providing value and profitability to our partners and employees through the VHA way. Our award-winning service to the prepaid wireless industry is powered by one thing: our people. Whether it's sale ...
Account Manager

3 days ago

Epsilon New York, United States

The Account Manager provides our marketing clients with exceptional service by developing and executing personalized messaging and creative strategies to achieve client business objectives. The Account Manager is also accountable for maintaining and optimizing client revenue in a ...
Account Manager

2 days ago

On Board Experiential New York, United States

**ON BOARD EXPERIENTIAL** · On Board Experiential (OBE) is an award-winning, full-service, experience-led agency that creates meaningful brand experiences worldwide. We work out of our homes and physical offices in San Francisco, Los Angeles, and NYC, or wherever our adventures t ...
Account Manager

1 day ago

Varonis New York, United States

Job Title:Account Manager · FLSA Status:Exempt · Department:Sales · Summary · The Account Manager is responsible for selling and presenting Varonis' products and services to current and net-new prospective enterprise accounts. · The Varonis Account Manager will be aligned with a ...
Account Manager

6 days ago

DO & CO Queens, United States

We have an exciting opportunity for an Account Manager to join our DO & CO Family within our unit in New York. · In case you don't know who we are · We have a passion for hospitality culinary delights on every banquet floor and in the sky. With the three business segments of Airl ...
Account Manager

1 week ago

Allied Universal® New York, United States

Account Manager · **Overview**: · Allied Universal, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a cu ...
Account Manager

2 days ago

Group SJR New York, United States

As the hub of our client services engine, the Account Manager is an experienced doer who rolls up their sleeves to uphold the highest standards and sets the tone for the overall experience of working with SJR. · **Responsibilities** · **Account Management (65%)** · - Runs day-to- ...
Account Manager

3 days ago

PDX New York, United States

**Company Description** · A division of Publicis Groupe, Publicis Digital Experience is a network of top-tier agencies designed to develop capabilities and solutions to enable growth and provide scaled access to the digital capabilities of Publicis Groupe in service of our client ...
Account Manager

1 week ago

WebMD Newark, United States

**WebMD is an Equal Opportunity/Affirmative Action employer and does not discriminate on the basis of race, ancestry, color, religion, sex, gender, age, marital status, sexual orientation, gender identity, national origin, medical condition, disability, veterans status, or any ot ...
Account Manager

1 week ago

Global Healthcare IT New York, United States

Overview: · **Key Responsibilities** · **Sales**: · - Update client on new product offerings and market trends · - Exercise value engineering when interacting with client · - Work with Marketing Department to provide updated materials and information to client · - Seek out opport ...
Account Manager

1 week ago

Global IT New York, United States

**Key Responsibilities** · **Sales**: · - Update client on new product offerings and market trends · - Exercise value engineering when interacting with client · - Work with Marketing Department to provide updated materials and information to client · - Seek out opportunities for ...