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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management and administration for defined contribution relationships, with a strong focus on compliance, client satisfaction, and operational efficiency. Proficient in analyzing and resolving complex plan administration issues while maintaining effective communication with clients and industry partners.
Highest-signal resume keywords
ERISA Regulations KnowledgeMicrosoft Excel ProficiencyClient Relationship ManagementCompliance Testing ExperienceProfessional Certification (ASPPA, CEBS, NIPA)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Plan AdministrationCompliance TestingContribution CalculationAnalytical SkillsOperational OversightRecordkeepingPayroll SubmissionsFund ChangesDistributionsPlan Document Amendments
Soft Skills
Strong Written CommunicationStrong Verbal CommunicationProblem-SolvingAttention to DetailTime Management
Tools & Technologies
Microsoft OutlookSunGard Relius Administration
Certifications & Qualifications
ASPPA (QKA, QPA)CEBSNIPA (APA/APR)
Industry Keywords
Defined Contribution401(k)Plan SponsorsTPAsFiduciary ResponsibilitiesInternal Revenue CodeRetirement Plan OutcomesClient SatisfactionOperational EfficiencyCompliance Issues
About the role
Key responsibilities & impact- Deliver consistent, high-quality account management and administration for a portfolio of defined contribution relationships
- Drive client satisfaction and retention, improve efficiencies, resolve client issues, and support better retirement plan outcomes
- Build and maintain relationships with clients, financial advisors, industry partners, plan sponsors, and TPAs
- Serve as the primary point of contact for day-to-day account management and operational oversight
- Partner with Relationship Managers to provide retirement plan and operational expertise
- Support fiduciary responsibilities by resolving plan compliance, regulatory, and operational issues with TPAs and financial advisors
- Review assigned plans’ periodic activities, including compliance testing, Form 5500, quarterly statements, and RMDs
- Coordinate with internal operations partners, financial advisors, and client-related service providers
- Analyze, troubleshoot, and resolve plan administration and recordkeeping issues
- Train advisors and plan sponsors on payroll submissions, fund changes, loans, distributions, and compliance testing
- Advise plan sponsors on mandatory and discretionary plan document amendments
- Provide assistance and website training to advisors, plan sponsors, and TPAs
- Apply analytical skills to solve complex problems and understand process flows and interdependencies
- Adhere to individual and team service and retention goals
Requirements
What you’ll need- Minimum 4 year Bachelor’s Degree or the equivalent combination of education and relevant experience
- Knowledge of ERISA Regulations and the applicable Internal Revenue Code required
- Advanced knowledge of Microsoft Excel and Outlook required
- Strong written and verbal communication skills
- Ability to process detailed work within assigned timeframes and without errors
- Familiarity with traditional 401(k), safe harbor, automatic contribution arrangements, new comparability, and other plan designs
- Demonstrated experience handling relationships with participants, advisors, Plan Sponsors, or TPAs
- SunGard Relius Administration experience preferred
- Compliance testing and contribution calculation experience preferred
- Professional certification preferred, including ASPPA (QKA, QPA), CEBS, or NIPA (APA/APR)
- Constant computer use and sitting; occasional standing, bending, twisting, and lifting
Benefits
Comp & perks- Full-time employment
- Remote work option