Senior Account Manager

Client Relationship and Compliance:

• Maintains client relationships and ensures high retention rates by interpreting plan documents and communicating improvements.
• Provides timely customer service and issue resolution to clients and advisors, ensuring compliance with ERISA, IRS, and DOL regulations for qualified retirement plans.

Plan Administration and Analysis:

• Analyzes census data to determine eligibility and calculates employer contributions based on plan provisions and client requests.
• Performs annual non-discrimination tests, discusses results with clients, and prepares government forms while working with auditors.
• Identifies and processes RMD distributions for eligible participants and determines required plan corrections.

Operational Coordination and Communication:

• Works with administrators to meet deadlines and conducts annual year-end clean-up activities for client plans.
• Leads client and advisor calls, participates in onboarding document calls, and reviews timeliness of employee deferral remittances.
• Collaborates with client and payroll teams to ensure eligibility is correctly determined and notifies employers of late deposits.