Special Projects Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage a portfolio of both existing and new clients who have overdue prior-year annual administration tasks.

• Provide consultation and guidance to clients in fulfilling their prior-year administration obligations.

• Execute or oversee compliance testing, Form 5500 submissions, and annual valuations.

• Track project developments and guarantee timely completion.

• Assist in and take part in client discussions regarding pending requirements, deadlines, and deliverables.

• Collaborate with internal teams to implement corrective measures and ensure compliance of plans.

• Foster and enhance relationships with current clients.

• Liaise with principals, clients, financial advisors, attorneys, CPAs, and other professionals.

⛳️ Requirements

• 8-10 years of experience in 401(k) plan administration and consulting.

• Extensive knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing.

• In-depth understanding of 401(a)(4) and controlled group testing.

• Experience with mergers and acquisitions.

• Possession of NIPA or ASPPA credentials.

• Exceptional written and verbal communication abilities.

• Strong time management and organizational skills.

• Capacity to handle multiple tasks simultaneously.

• Ability to proactively and independently manage a portfolio of clients.

• High level of analytical and critical thinking skills.

• Dedication to continuous learning and a willingness to be coached.

• Must reside in the USA.

• Must have authorization to work for any employer in the United States.

🏝️ Benefits

• Medical, dental, disability, and life insurance.

• Paid time off.

• 401(k) plan with employer matching.

• Remote work options.

• Provision of necessary computer equipment.

• Flexible start times ranging from 7:30 am to 8:30 am.

• Opportunities for career advancement.