Manager, Retirement Plan Support Services-TPA/DPS
Offer summary
Qualifications:
Bachelor's degree and five years of experience or equivalent education and experience., ASPPA QKA or other industry designations required., Advanced knowledge of ERISA, IRS, and DOL regulations is necessary., Strong interpersonal and communication skills are essential..Key responsabilities:
- Manage Retirement Plan Support Specialists and coordinate workflows.
- Develop, implement, and monitor policies and procedures for efficiency.
- Mentor and assist Retirement Plan Support Specialists.
- Coordinate activities between Retirement Plan Support Specialists and Consultants.
Job description
Pay Range: $90,516.00 - $120,711.00
Responsible for managing the Retirement Plan Support Specialists, including creating efficient workflow processes, ensuring goal alignment and seamless integration of procedures across teams, problem-solving, coaching and developing staff, reviewing work, and tracking key performance indicators. Collaborates with other managers to make company decisions and develop policies related to the Retirement Plan Support Specialists and overall company operations.Education and Experience:
- Bachelor's degree and five (5) years’ experience or equivalent combination of education and experience. ASPPA QKA or other industry designations (such as NIPA or CEBS) required. Experience managing a processing team is preferred.
Skills and Abilities:
- Ability to communicate effectively with team members, clients, service providers, custodians/platform representatives, and advisors.
- Ability to analyze and solve practical problems involving a variety of concrete variables where limited standardization exists.
- Ability to interpret various forms of instructions, including written, oral, diagram, and schedule formats.
- Ability to supervise others effectively, handle multiple tasks, work independently, and meet the daily and periodic deadlines of all work assigned.
- Advanced knowledge of ERISA, IRS, and DOL regulations is required.
- Strong interpersonal and communication skills, with the ability to manage multiple and sometimes competing priorities.
- Ability to read and interpret documents such as procedure manuals, technical procedures, plan documents and reports.
- Strong ability to create and analyze excel spreadsheets and reports.
Tasks Performed:
- 45% Manage Retirement Plan Support Specialists, including the coordination of workflows and issue resolutions.
- 25% Develop, implement and monitor policies and procedures to ensure efficiencies and meeting service standards.
- 15% Mentor and assist Retirement Plan Support Specialists.
- 10% Coordinate activities between Retirement Plan Support Specialists and Consultants; participate in management meetings.
- 5% Other duties as assigned including assisting other teams as needed.
Physical Requirements:
- Communicate effectively with internal and/or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
Benefits for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
- Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
Required profile
Experience
Other Skills
- Team Management
- Problem Solving
- Spreadsheets
- Communication
- Social Skills
- Time Management
- Analytical Skills
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