401(k) Plans Implementations Manager

*This is a 100% remote position. The geographic location is added to increase visibility on job boards*

Plan Implementation/Termination Manager

Salary Range: $75,000 - $85,000

About the Role:

We are seeking a detail-oriented and proactive Plan Implementation/Termination Manager to lead the onboarding of startup and takeover plans, as well as the smooth termination of existing plans. In this role, you’ll work closely with the Director of Retirement Administration, the Operations Manager, and the Distributions Manager to drive process improvements that enhance efficiency and client satisfaction.

If you are an experienced professional with a strong background in plan implementation and termination, we’d love to hear from you. This is a great opportunity to join a collaborative team focused on delivering excellent client service while making meaningful contributions to the business.

What You’ll Do:

• Lead with positivity and professionalism: Foster a calm, optimistic, and team-oriented approach, creating a supportive and effective environment for both clients and colleagues.
• Drive continuous improvement: Evaluate and suggest enhancements to the plan implementation/termination processes, including optimizing collaboration with our India-based support team.
• Serve as a key point of contact: Build strong relationships with Consultants, clients, financial advisors, and recordkeepers, ensuring smooth communication and efficient service delivery.
• Manage expectations and educate clients: Set realistic goals and timelines, and educate clients on their roles, the company’s responsibilities, and the annual data collection process.
• Coordinate and delegate: Oversee plan implementation and termination activities, delegating tasks to internal teams and external service providers as needed.
• Review plan documents: Assess existing or proposed plan document provisions, offering recommendations for improvements.
• Ensure accuracy: Conduct thorough analysis to ensure the accuracy and completeness of plan implementations on both the TPA and recordkeeper platforms.
  
  

What We’re Looking For:

• Independent & proactive: You take initiative and can work autonomously while managing multiple priorities.
• Effective time & resource management: You’re skilled at organizing tasks and ensuring that both time and resources are allocated efficiently.
• Critical thinking & adaptability: You thoughtfully assess situations and respond with solutions that align with client needs and business goals.
• Detail-oriented: You ensure that plan implementations are precise and compliant with all requirements.
  
  

Benefits:

• Comprehensive Health Plans: Medical, dental, prescription, vision, HSA, and FSA options.
• Generous PTO: 18 days (Years 1-4), 24 days (Years 5-11), and 30 days (Years 12 ), with rollover options.
• Paid Holidays: 9 days per year.
• Flexible Work Schedule: Work-life balance is important to us!
• Annual Bonus: A discretionary bonus based on performance.
• Insurance Options: Employer-provided and employee-supplemented insurance including accident, critical illness, hospital indemnity, life, disability, and more.
• Immediate Vesting: 3.5% matching contribution with immediate vesting.
  
  

We’re excited to find a motivated professional who’s ready to make an impact with us. If you’re looking for a role that offers both professional growth and a collaborative team environment, we encourage you to apply today!

Qualifications:

• High school diploma or GED required; Bachelor’s degree preferred.
• Strong preference for ASPPA, NIPA, or CEBS credentials.
• At least five years of experience in plan administration, with a focus on plan implementation and termination.
• Proficiency in ASC, ASC DGEM, PensionPro, and Microsoft Teams is highly preferred.
  
  

Remote Work Requirements:

• A suitable and quiet work environment.
• Reliable high-speed internet connection for virtual meetings and accessing shared documents.
• Use of Microsoft Teams for collaboration and meetings.
  
  

5 years or greater