Industry: Private
Employment Type:- Full Time
Work Hours:- 8 Hours
Locations:- USA
Full Job Description:-
Duties
- Build and maintain strong, long-lasting customer relationships by providing support to a group of retirement plans through knowledge, expertise and customer care to all clients taking into account the client segmentation as determined by NBS.
- Oversee a variety of compliance tasks relating to ERISA retirement plans
- Develop and promote plan sponsor, advisor, and investment provider relationships
- Coordinate needs of investment providers, plan sponsors, participants, and advisors. Consult with plan sponsors or advisors concerning regulatory, operational, and service aspects of retirement plans
- Manage multiple tasks, projects, and deadlines at the same time
- Understand and ensure retirement plans meet all regulatory and compliance requirements as established by the IRS and DOL
- Coordinate plan needs with other teams to ensure timely and accurate completion and responses
- Coordinate support for plan sponsors during IRS audits or DOL investigations
- Monitor ERISA plan documents for adherence to applicable rules and regulations
- Attend and facilitate team, department, and company trainings
- Must gain extensive knowledge of retirement plans through certification within 1 year of accepting this position; maintain QKA designation once obtained
- Some travel may be required, possibly overnight
- Actively contribute to a positive team environment
- Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
- Perform other duties as assigned by Supervisor or Vice President
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Qualifications
- Must have experience with MEP and PEP plans
- Have excellent customer relation skills including the ability to develop and maintain effective relationships
- Must be able to understand and advise on cash balance plan topics and issues
- Ability to communicate clearly with actuary partners and clients
- Has knowledge of PBGC process
- Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
- Personable, highly motivated, hardworking and positive attitude
- Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
- Be professional and articulate in both verbal and written communication
- Have strong computer skills including typing, and proficiency in Microsoft Word, Outlook, and Excel
- Be able to comprehend and interpret IRS and DOL regulations
- Work well within a team
