14 дней назад
Account Manager (401(k)/Retirement Plans)
84 200 - 120 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Account Manager (401(k)/Retirement Plans): Managing a portfolio of retirement plan clients and coordinating workflows, communications, reporting, and support with an accent on ERISA compliance, fiduciary responsibilities, and plan performance analysis. Focus on serving as the primary contact for plan sponsors, addressing plan amendments and inquiries, and assisting with compliance testing.
Location: Hybrid, with onsite presence approximately 1 to 4 days per week at the New York City office
Salary: $84,200–$120,000 annually
Company
is a privately held US brokerage firm providing risk management, insurance and reinsurance placement, employee benefits, private client services, consulting, and financial and wealth solutions.
What you will do
- Manage workflows and communications for retirement plan trustees and participants.
- Serve as the primary contact for assigned plan sponsors and coordinate with internal groups.
- Develop analysis on retirement options and plan performance.
- Prepare client presentations and reporting.
- Attend client enrollment and ongoing support meetings.
- Respond to plan sponsor inquiries and requests, including plan amendments, and assist with compliance testing.
Requirements
- 2+ years of experience working with or servicing 401(k) and retirement plans.
- Understanding of ERISA regulations and fiduciary responsibilities.
- Knowledge of applicable IRS and DOL regulations, products, and systems.
- Four-year Bachelor's degree.
- Strong attention to detail.
Culture & Benefits
- Medical, dental, vision, disability, and life insurance.
- Retirement savings plan.
- Paid time off and paid holidays for eligible employees.
- Work with a large brokerage organization serving commercial companies, nonprofits, public entities, and individuals across the US and Canada.
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