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Retirement Plan Account Manager
A company is looking for a Retirement Plan Account Manager. Key Responsibilities Responds to plan sponsor inquiries and requests regarding plan administration Acts as the primary contact for assigned plan sponsors, ensuring effective service delivery and customer satisfaction Monitors compliance testing and provides audit support for larger plans Required Qualifications 2+ years of defined contribution plan customer service/client relationship experience ASPPA Retirement Plan Fundamentals course must be completed within 12 months of hire Associates degree preferred QKA designation is a plus Experience working with MS Office suite
A company is looking for a Retirement Plan Account Manager.
Key Responsibilities
Responds to plan sponsor inquiries and requests regarding plan administration
Acts as the primary contact for assigned plan sponsors, ensuring effective service delivery and customer satisfaction
Monitors compliance testing and provides audit support for larger plans
Required Qualifications
2+ years of defined contribution plan customer service/client relationship experience
ASPPA Retirement Plan Fundamentals course must be completed within 12 months of hire
Associates degree preferred
QKA designation is a plus
Experience working with MS Office suite
