Build Your Career with a Company That Invests in Its People
Are you looking for a career, not just another job?
At ERISA Services, we believe people do their best work when they are supported, challenged, and genuinely valued. We're proud to have been recognized as a Top Workplace because of the feedback from our own employees. Our culture is built on trust, teamwork, integrity, and a shared commitment to delivering exceptional service to our clients.
As one of the nation's leading Third-Party Administrators (TPAs), we help employers successfully manage their retirement plans while building lasting relationships with our clients and business partners. We are growing and are looking for an experienced Retirement Plan Relationship Manager who enjoys serving clients, solving problems, and making a meaningful impact every day.
If you are passionate about retirement plans, enjoy building strong client relationships, and thrive in a collaborative remote environment, we'd love to talk with you.
About the Role
As a Retirement Plan Relationship Manager, you will become the trusted advisor for an assigned caseload of approximately 120–160 retirement plan clients. You will serve as the primary point of contact, building strong relationships while coordinating with internal specialists to deliver accurate, prompt, personal, and professional service.
This is not a supervisory position. It is an opportunity to become a valued business partner to your clients while working alongside an experienced and supportive team of retirement professionals.
What You'll Do
- Client Relationship Management
- Serve as the primary contact for an assigned caseload of retirement plan clients.
- Build trusted relationships with clients, financial advisors, CPAs, and business partners.
- Respond promptly and professionally to client questions while providing accurate guidance.
- Coordinate with internal departments to ensure outstanding client experience.
Plan Administration
- Coordinate annual valuation reporting.
- Distribute year-end census requests and valuation packages.
- Review information received for completeness and accuracy.
- Coordinate plan amendments and communicate changes with clients.
- Monitor plan administration activities and deadlines.
Compliance & Regulatory Support
- Prepare and deliver Form 5500 and related schedules.
- Prepare and deliver Form 8955-SSA.
- Assist clients with the electronic filing of Form 5500.
- Ensure all regulatory filings and extensions are completed accurately and on time.
- Maintain compliance with applicable IRS and Department of Labor regulations.
What Makes You Successful
Our most successful Relationship Managers are professionals who:
- Build trusted, long-term client relationships.
- Communicate proactively and professionally.
- Thrive in a fast-paced, deadline-driven environment.
- Have exceptional organizational and time-management skills.
- Enjoy solving problems and thinking critically.
- Take pride in delivering accurate, high-quality work.
- Work collaboratively and support their teammates.
- Are adaptable and embrace continuous learning.
Qualifications
Required
- Minimum of 5 years of retirement plan administration experience
- Working knowledge of IRS and Department of Labor regulations
- Experience administering qualified retirement plans
- Exceptional customer service and relationship-building skills
- Strong written and verbal communication skills
- Excellent organizational skills and attention to detail
- Ability to manage multiple priorities while meeting deadlines
- Strong problem-solving and critical-thinking abilities
Preferred
- Experience with FT Williams Plan Administration software
- Experience with PensionPro
- QKA designation or willingness to obtain certification
Why Join ERISA Services?
We believe our people are our greatest asset and are committed to helping them succeed.
When you join ERISA Services, you'll enjoy:
- A fully remote work environment
- A collaborative and supportive team culture
- Opportunities for professional growth and career advancement
- Ongoing education and certification support
- Competitive compensation
- Comprehensive benefits package
- Paid time off and company holidays
- The opportunity to make a meaningful impact for clients every day
Our Core Values
Everything we do is guided by our core values:
· Humble
· Hungry
· Smart
· Run to the Awkward
· They Deserve Our Best
· You've Got This
If these values describe how you approach your work, you'll fit right in.
Interested in Learning More?
If you're looking for a place where your experience is valued, your contributions matter, and your career can continue to grow, we'd love to hear from you.
Apply today and discover why ERISA Services has been recognized as a Top Workplace by the people who know us best—our employees.
About Us and the Application Process
Equal Opportunity Employer
ERISA Services is a Drug-Free Workplace, E-Verify Employer, and Equal Opportunity Employer.
We are committed to creating an inclusive workplace where all qualified applicants receive consideration for employment without regard to race, color, religion, creed, sex, national origin, age, disability, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.
5+ years retirement plan administration experience; knowledge of IRS and DOL regulations; strong communication, organizational, and problem-solving skills; experience with FT Williams or PensionPro preferred; QKA certification preferred.
Key Responsibilities
- managing client relationships
- coordinating plan administration
- preparing compliance filings
Skills & Tools
FT Williams, PensionPro
Job Details
- Category: Customer Service
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — United States
- Languages: English
Benefits
- Generous paid time off
About ERISA Services
A leading third-party administrator helping employers manage retirement plans. — Industry: Finance