What are the responsibilities and job description for the Senior Onboarding Retirement Account Manager position at MP RPO?
JOB SUMMARY : Senior Onboarding Retirement Account Manager
MP's client is currently seeking a Senior Onboarding Retirement Account Manager for their New Business Department. Their New Business Department establishes new clients. This position is fully remote and reports to the Director of New Business.
JOB RESPONSIBILITIES : Senior Onboarding Retirement Account Manager
- Primary contact for plan sponsors, prior providers, advisors and TPAs
- Responds to client inquires within state service standards
- Maintains a working knowledge of qualified plan regulations and procedures
- Provides plan design assistance, coordinates plan design studies with Compliance Analyst and Client
- Timely escalates inquiries or issues to the appropriate parties when necessary
- Manages the completion of implementation work within stated service standards
- Establishes and manages blackout periods and transfer of assets
- Reviews conversion data into Relius Administration
- Conducts website / payroll training with client
- Ensures all required new business documentation is saved to network according to department standards
OUR IDEAL CANDIDATE HAS :
ABOUT OUR CLIENT :
MP's Client is a full service 401(k) provider. Their services are designed to make plan administration transparent and stress-free for business owners. They believe that every dollar spent deserves a measurable return on investment. Established in 2004, MP's client is a full-service recordkeeper and third-party administrator (TPA). Their recordkeeping services include participant and plan sponsor websites, online statements, daily recordkeeping of participant accounts, processing of participant loans, distributions, and custody of plan assets. Their TPA services include plan documents, Form 5500, and nondiscrimination test preparation. The ideal 401(k) for Small and Medium-Sized Businesses. Today, they help more than 5,000 small businesses and over 145,000 participants affordably save for retirement.
ADDITIONAL INFORMATION :
Salary : $60,000 - $75,000
