Senior Account Manager – Technical Lead

Accountabilities

• Independently manage assigned retirement plan accounts while maintaining strong client relationships and delivering timely, accurate, and high-quality service.
• Interpret plan documents and apply ERISA, IRS, and DOL requirements to qualified retirement plans, including 403(b) arrangements.
• Analyze census data, determine participant eligibility, and coordinate with clients and payroll teams to validate entry dates and eligibility requirements.
• Calculate employer contributions and confirm annual funding requirements in accordance with plan provisions.
• Perform plan redesign and projection testing to support compliance, planning, and client needs.
• Conduct annual nondiscrimination and compliance testing, including ADP/ACP, 415, 402(g), 416, and 410(b), and clearly communicate results to clients.
• Identify and calculate required corrections, including missed deferrals and other compliance issues, and coordinate with clients to ensure appropriate resolution.
• Apply correction methods such as self-correction, VCP, DFVCP, and other applicable approaches.
• Review the timeliness of employee deferral deposits, communicate late-deposit issues to employers, coordinate corrective actions, and report corrections on Form 5500 when required.
• Complete year-end cleanup activities, including forfeiture reallocations, source transfers, required minimum distributions, and other compliance-related follow-up.
• Prepare and support government filings, including Forms 5500, 5558, 5330, and 8955, as well as filings associated with complex plan circumstances.
• Work directly with Form 5500 auditors to address corrections, resolve plan issues, and respond to audit requests.
• Coordinate plan amendments and specification updates, including submitting requests to Legal, updating system specifications, obtaining signatures, and following through to completion.
• Serve as a technical subject matter expert and resource for account managers on complex administration, testing, compliance, corrections, and client-service matters.
• Mentor and train new account managers, present technical concepts during team meetings, and promote knowledge sharing across the team.
• Monitor deadlines and collaborate with administrators to ensure deliverables are completed accurately and on schedule.
• Participate in process-improvement initiatives and special projects designed to enhance consistency, efficiency, and service delivery.
• Lead or participate in client and advisor meetings, communicate complex information clearly, and manage sensitive or high-priority client relationships.
• Support client onboarding and transitions by participating in document calls and helping obtain historical plan and platform information.
• Assist with plan termination activities when required and ensure clients receive appropriate guidance throughout the process.

Requirements

• College degree required, along with 8+ years of retirement industry experience.
• At least 8 years of experience in account management or a comparable retirement plan administration role.
• QKA designation required.
• Demonstrated mastery of retirement plan administrator functions, compliance processes, testing, corrections, and client service.
• Strong working knowledge of ERISA, IRS, and DOL regulations applicable to qualified retirement plans, including 403(b) plans.
• Proven experience performing complex nondiscrimination and compliance testing, calculating contributions, preparing government filings, and resolving plan corrections.
• Experience working with Relius required.
• Experience with FT Williams required.
• Experience with Salesforce strongly preferred.
• Strong mathematical, analytical, and problem-solving skills, with excellent attention to detail.
• Proficiency with Excel and other Microsoft applications and business software.
• Excellent written and verbal communication skills, including the ability to explain technical and regulatory concepts clearly to clients and colleagues.
• Strong customer-service orientation and the ability to build and maintain trusted relationships with clients, advisors, auditors, and internal stakeholders.
• High level of confidentiality, discretion, and sound judgment when handling sensitive client and retirement plan information.
• Demonstrated leadership capability, including the willingness and ability to mentor colleagues and serve as a technical resource.
• Strong organizational skills and the ability to independently manage multiple accounts, priorities, deadlines, and complex deliverables.

Benefits

• Salary: $90,000–$105,000 per year.
• Fully remote position within the United States.
• Full-time, exempt position.
• Opportunity to serve as a technical leader and subject matter expert within retirement plan administration.
• Significant autonomy and ownership over assigned client accounts and complex projects.
• Opportunities to mentor colleagues and contribute to team development.
• Exposure to complex compliance, testing, audit, and retirement-plan administration matters.
• Opportunities to participate in process-improvement initiatives and special projects.
• Collaborative work with clients, advisors, auditors, payroll teams, and internal stakeholders.