This position is responsible for maintaining an assigned book of business as well as cultivating new business through a high level of customer relations. This individual will work alongside each of the internal departments as well as communicate to the client on the coordination of plan administration as well as address issues that arise in the administration of the plan by providing solutions, plan design changes and offer suggestions to effectively administer the plan and service the client.
Duties & Responsibilities:
Development of appropriate plan design to meet client objectives, consult with client on recommendations, and implement proper changes as needed.
Advise clients on all technical, regulatory and problematic administrative issues and work with administrative team on solutions.
Analyze client accounts for profitability, prepare timely billing and ensure collection of fees.
Solicit new business referrals and independently generate relationships with outside sources for new business development through personal and professional networking.
Maintain a current understanding of ERISA and Internal Revenue Code and keep up with industry trends.
Meet with client and perform enrollment/investment education meetings, as needed.
Work with Investment Team on the development and ongoing review of the current plan investment menu and advise of any changes warranted, if applicable.
Bachelor’s degree or equivalent work experience.
Minimum of five years of experience retirement plan industry. High level of knowledge in all aspects of third party administration through hands on experience in compliance, reporting and the day to day administration of retirement plans is required.
A strong understanding of 401K plans.
Excellent verbal and written communication skills required. Excellent organizational skills as well as the ability to speak before groups. Must be self-motivated.
CFS is a leading, employee-owned accounting and financial staffing firm—the largest one founded by CPA firms. With more than two decades of experience helping companies locate, attract and hire exceptional accounting & finance professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management.
CFS has twice been named to Forbes’ list of “Best Professional Recruiting Firms” and twice cited by LinkedIn as one of the “Most Socially Engaged Staffing Agencies.”
Role: Retirement Plan Manager
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