Retirement Plan Account Administrator - Charlotte - PeopleSuite

    PeopleSuite
    PeopleSuite Charlotte

    23 hours ago

    Description

    Retirement Plan Account Administrator

    We are seeking a Retirement Plan Account Executive to manage and grow an established book of employer-sponsored retirement plans. This client-facing role focuses on fiduciary oversight, plan administration, participant engagement, and long-term client retention.

    Main Responsibilities:

    • Manage fiduciary reviews, compliance documentation, and retirement plan files.
    • Serve as primary contact for plan sponsors and participants.
    • Conduct enrollment meetings and fiduciary review meetings.

    The ideal candidate will have:


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