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👉 Remote Jobs NetworkWe get it. We listen. We communicate.
401(k) plans • Cash balance plans • New comparability plans • Retirement plans • 403(b) plans
51 - 200
September 6
We get it. We listen. We communicate.
401(k) plans • Cash balance plans • New comparability plans • Retirement plans • 403(b) plans
51 - 200
• Maintaining client and advisor relationships with a high client retention rate • Maintaining a caseload of about 90 – 110 full-service partner level clients • Managing and prioritizing workload towards weekly goals in a results-oriented team environment • Working with other TPAs, recordkeepers, and advisors to ensure a great client experience • Performing work according to AFS policies and procedures • Consulting with clients regarding plan operation and design • Identifying and assisting in resolving issues related to plan administration • Monitoring recordkeeper message boards • Monitoring notice deadlines and ensuring notices are distributed timely • Reviewing and approving participant transactions • Reviewing annual non-discrimination testing • Reviewing and electronically filing the Form 5500 and other government forms
• Five or more years of 401(k) plan administration experience • Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing • NIPA credential, ASPPA credential, or a 4-year college degree • Excellent written and verbal communication skills • Excellent time management, organizational skills, and ability to multi-task • Ability to proactively and independently manage a book of business • High level of critical thinking • Committed to lifelong learning and coachable
• Medical, dental, disability, and life insurance • Paid time off • 401(k) plan with employer match
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Manage audit partnerships to drive Vanta customer metrics and aid auditors.
🇺🇸 United States – Remote
💵 $160k - $188k / year
💰 $40M Series B on 2022-10
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
🗽 H1B Visa Sponsor
September 5
51 - 200
Account Manager overseeing client relationships for health benefit solutions.