Note: The job is a remote job and is open to candidates in USA. Networks Connect is recruiting an experienced 403(b) Account Manager for a remote U.S. team. The role manages a portfolio of retirement plan clients, serving as the primary relationship manager while overseeing annual administration, compliance testing, government filings, regulatory guidance, consulting, and client service.
Responsibilities
- Serve as the primary point of contact for assigned retirement plan clients, financial advisors, and business partners
- Build and maintain strong client relationships through responsive communication and exceptional customer service
- Administer qualified retirement plans with a primary emphasis on 403(b) plans
- Interpret plan documents and explain plan provisions to clients while identifying opportunities for operational improvements
- Analyze participant census data to determine eligibility and ensure compliance with plan provisions
- Calculate employer contributions based on plan specifications and funding requirements
- Perform annual compliance testing, including ADP/ACP, 402(g), 410(b), 415, 416, and other applicable nondiscrimination testing
- Review testing results with clients and recommend appropriate correction strategies when necessary
- Prepare and review government filings, including Forms 5500, 5558, 5330, and 8955
- Coordinate annual audit activities and communicate directly with independent auditors
- Monitor required minimum distributions (RMDs) and ensure participant notifications are completed
- Manage amendment requests and coordinate document updates with legal and internal teams
- Lead client and advisor meetings while presenting technical retirement plan information in a clear and professional manner
- Conduct year-end compliance reviews, including forfeiture allocations, source transfers, and operational cleanup
- Identify operational failures and recommend corrective actions utilizing IRS correction programs, including Self-Correction Program (SCP), Voluntary Correction Program (VCP), and Delinquent Filer Voluntary Compliance Program (DFVCP)
- Support retirement plan conversions, onboarding activities, and document review for new clients
- Partner with payroll departments to ensure participant eligibility and payroll administration are properly maintained
- Review employee deferral remittance timing and advise clients regarding late deposit corrections and reporting requirements
- Identify missed deferral opportunities and guide clients through appropriate corrective actions
- Assist clients with retirement plan terminations and related compliance requirements
- Partner with internal administration teams to ensure client deadlines and regulatory filing deadlines are consistently achieved
Skills
- • Minimum of three years serving in an Account Manager or similar client-facing retirement plan administration role
- • QKA designation required
- • Demonstrated expertise administering qualified retirement plans, particularly 403(b) plans
- • Thorough understanding of ERISA, IRS, and Department of Labor regulations governing qualified retirement plans
- • Excellent verbal, written, and interpersonal communication skills
- • Strong analytical, mathematical, organizational, and problem-solving abilities
- • Ability to independently manage multiple client relationships while consistently meeting deadlines
- • Commitment to providing exceptional client service and consultative retirement plan support
- • Relius Administration
- • ftwilliam
- • Salesforce
- • Microsoft Excel
- • Microsoft Office Suite
- • Bachelor's degree preferred or equivalent retirement plan administration experience
- • Seven or more years of retirement plan administration experience preferred
Benefits
- Fully remote work environment
- Collaborative and supportive team culture
- Opportunity to manage a sophisticated portfolio of 403(b) retirement plans
- Exposure to complex compliance, consulting, and client relationship management responsibilities
- Professional development and certification support
- Comprehensive benefits package
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