Retirement Plan Account Administrator
Retirement Plan Account Administrator
PeopleSuite Talent Solutions
Charlotte, NC
See who PeopleSuite Talent Solutions has hired for this role
Scope of Position
We are seeking a dedicated and knowledgeable Retirement Plan Account Administrator to join our team. The successful candidate will be responsible for administering new and existing retirement business, integrating with existing retirement plans, building industry relationships, and maintaining comprehensive market and product knowledge. This role requires a proactive and client-focused professional who excels in managing fiduciary processes, client services, and relationship building.
Responsibilities
Administration of New and Existing Retirement Business:
We are seeking a dedicated and knowledgeable Retirement Plan Account Administrator to join our team. The successful candidate will be responsible for administering new and existing retirement business, integrating with existing retirement plans, building industry relationships, and maintaining comprehensive market and product knowledge. This role requires a proactive and client-focused professional who excels in managing fiduciary processes, client services, and relationship building.
Responsibilities
Administration of New and Existing Retirement Business:
- Manage the fiduciary process, including regular reviews to ensure compliance and best practices.
- Provide exceptional client services to HR, finance teams, and plan participants.
- Collaborate with Third Party Administrators (TPA) and record keepers to ensure optimal client service.
- Keep workflows current and efficient.
- Complete daily notes in Redtail CRM to maintain accurate and up-to-date records.
- Build and maintain compliance files and pricing annually.
- Develop and maintain comprehensive retirement plan files.
- Master FI360 and Redtail CRM for enhanced efficiency and service delivery.
- Schedule and conduct enrollment meetings both on-site and via video conferencing, accommodating up to 20 participants.
- Conduct or assist in fiduciary review meetings with trustees to ensure plan compliance and effectiveness.
- Foster and nurture relationships with sponsor contacts to support plan success.
- Conduct one-on-one enrollment meetings
- Develop and implement participant communication programs to enhance engagement and understanding.
- Develop and implement communication programs for plan sponsors.
- Manage termination rollovers for accounts exceeding $250,000.
- Network with key vendors, including record keepers and third-party administrators, to stay informed about industry trends and offerings.
- Establish and nurture points of influence with payroll providers and CPAs to build a strong referral network.
- Maintain up-to-date market and product knowledge to provide informed advice to clients.
- Maintain relevant licenses and certifications to ensure compliance and professional credibility.
- Pursue continuous personal and professional development opportunities, both during and after working hours.
- Post relevant and engaging retirement plan communications on LinkedIn to enhance visibility and thought leadership.
- Bachelor’s degree in Finance, Business Administration, or a related field.
- Excellent communication and interpersonal skills.
- Ability to travel as required for client meetings and conferences.
- Detail-oriented with strong organizational skills.
- Ability to manage multiple tasks and priorities effectively.
- Strong analytical and problem-solving abilities.
- Proficient in Microsoft Office Suite and other relevant software.
- Self-motivated with a commitment to continuous learning and professional growth.
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Financial Services
Referrals increase your chances of interviewing at PeopleSuite Talent Solutions by 2x
See who you knowGet notified about new Retirement Plan Specialist jobs in Charlotte, NC.
Sign in to create job alertSimilar jobs
People also viewed
-
Plan Administrator - Retirement Services
Plan Administrator - Retirement Services
-
Retirement Plans Associate - Coordinator
Retirement Plans Associate - Coordinator
-
Retirement Plan Advisor
Retirement Plan Advisor
-
Retirement Plan Assistant
Retirement Plan Assistant
-
Senior 401k Plan Administrator
Senior 401k Plan Administrator
-
Retirement Plan Testing and 5500 Administrator
Retirement Plan Testing and 5500 Administrator
-
Retirement Plan Advisor
Retirement Plan Advisor
-
Retirement Plan Advisor
Retirement Plan Advisor
-
Third Party Administrator – Pension / 401(k) Plan Administrator
Third Party Administrator – Pension / 401(k) Plan Administrator
-
Sr. Retirement Plan Administrator/Consultant (Remote)
Sr. Retirement Plan Administrator/Consultant (Remote)
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub