Defined Contribution Account Manager

To support a growing team, the fully remote Defined Contribution Account Manager will maintain client relationships, manage a caseload of PEP and 402(a) solution clients, and exemplify superior client service while consulting on plan operation and design. Key responsibilities: Maintain client and advisor relationships with a high active client retention rate Manage and prioritize workload towards weekly goals in a results-oriented team environment Proactively communicate with clients and investment advisors about new industry developments Required qualifications: Minimum of 5 years of 401(k) plan administration and/or consulting experience Familiarity with PEP, 402(a), and/or 3(16) service models and providers is a plus Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing NIPA or ASPPA credentials preferred College degree required