Retirement Plan Manager

  • 35146
  • Life - Actuarial
  • |
  • New Jersey, United States
  • |
  • May 8, 2019
  • Monitors and maintains workflows, call tickets, and compliance deadlines as it relates to Plan Administration and Documents.
  • Ability to complete Forms 5500s, compliance tests for Defined Contribution plans.
  • Coordinate with Director of Operations to establish departmental procedures.
  • Coordinate and manage work provided to outside Actuary for completion on retirement plans.
  • Keep current with the skills to improve employee development by enrolling in courses and other related seminars.
  • Manage and revise workflow processes to ensure accuracy/timeliness of production compliance and document work.
  • Provide timely, accurate, and effective problem resolutions to clients, and internal departments.
  • Manage direct reports to ensure compliance work, tax filing forms and document creations are being provided on a timely basis to clients.
  • Provide weekly/monthly operational reports on work status involving Plan Administration and Documents.
  • Compose correspondence in regards to elevated issues from clients.
  • Maintain a training program and schedule.
  • Monitor efficiency and productivity of compliance, tax reporting and documents on a weekly basis.
  • Resolves employee grievances and submits personnel issues to Human Resources for action if necessary.
  • Handling of special projects, tasks and requests as needed.
  • 2 to 4 years’ supervision of a Retirement Plan Administration team or related financial field.
  • High School Diploma or equivalent.
  • Understanding of Defined Benefits plan is a plus.
  • Excellent oral and written communications skills.
  • Excellent organization and analytical skills.
  • Ability to communicate departmental status information to direct reports, peers and upper management.
  • The ability to analyze a problem, and recommend & implement a corrective solution.
  • Preferred ASPPA Credential.