Retirement Plans Account Manager

*This position is 100% Remote. The location was added to increase visibility on job boards*

Join Our Team as a Retirement Plan Account Manager (Remote)

Are you a seasoned retirement plan professional looking for a role where your expertise is valued and your contributions make a real impact? We’re seeking a detail-oriented and experienced Account Manager to join our team full-time in a fully remote capacity.

What You’ll Do

You’ll take ownership of end-to-end compliance administration for our clients, including:

• Trust reconciliation and comprehensive compliance testing
• Cross-tested contribution calculations
• Preparation of Form 5500 filings
• Collaborating with our team to ensure smooth and accurate plan administration
• Communicating with plan sponsors and advisors
  
  

This role is ideal for someone with 3-5 seasons of hands-on experience managing the full compliance cycle (“soup-to-nuts”) in a TPA environment.

Tools You’ll Use

• PensionPro: You’re already comfortable navigating this platform
• FT William Administration: We’re transitioning to FTW for the 2025 season, so prior experience is a plus
  
  

What We Offer

• Full-time remote position
• Competitive salary range: $65,000-$75,000
• A collaborative team that values your expertise and encourages growth
  
  

Who You Are

• You’ve worked with an independent TPA (not a bundled provider) and understand the nuances of personalized client service
• You thrive in a remote work environment and communicate clearly and professionally
• You’re proactive, organized, and committed to delivering high-quality work
  
  

If you’re ready to bring your compliance skills and client service skills to a team that appreciates precision and professionalism, we’d love to hear from you! To apply: sczepiel@cps4jobs.com