Account Manager | Retirement Plan Administrator

CBIZ•Des Moines, IA

11h

About The Position

The Account Manager serves as the primary contact for an assigned block of retirement-plan business and is responsible for overall client satisfaction. The role administers retirement plans, including compliance testing, asset reconciliations, Form 5500 preparation and schedules, employer-contribution allocations, required minimum distribution calculations, and Qualified Domestic Relations Order calculations. The Account Manager responds to plan sponsors’ questions and issues professionally and promptly, using available resources to address matters involving compliance, tax reporting, audits, contract repricing, and IRS guidelines. The role supports client retention, identifies opportunities to strengthen client relationships, proposes solutions to improve operational efficiency, collaborates with internal partners, handles complex requests, and attends client meetings. The position also works toward departmental service goals and may perform additional assigned responsibilities.

Requirements

High school diploma or GED.
At least three years of professional retirement plan administration and compliance experience.
Comprehensive knowledge of industry and professional concepts, principles, practices, and procedures.
Comprehensive knowledge of pertinent laws, regulations, and professional standards.
Proficiency with applicable technology.
Proficiency with Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint) and enterprise communication and travel solutions, including Concur and Skype.
Experience performing work requiring initiative and leadership skills.
Pursuing the Qualified Pension Administrator (QPA) or Qualified 401(k) Administrator (QKA) designation.
Ability to anticipate and elicit customer needs.
Ability to learn independently and develop business and technical knowledge quickly.
Motivated team player with demonstrated interpersonal skills.
Comfort working with quick turnaround times and deadlines.
Excellent communication skills and ability to interact effectively with individuals at all organizational levels.
Ability to travel as necessary.

Nice To Haves

Bachelor’s degree.
Familiarity with FT William software used for Form 5500 and compliance.

Responsibilities

Serve as the primary contact for an assigned block of business and take responsibility for overall client satisfaction.
Perform required compliance testing and related tasks.
Reconcile assets and prepare Form 5500 and its schedules.
Prepare employer-contribution allocations and calculations, including required minimum distributions and Qualified Domestic Relations Orders.
Use available resources to resolve client issues involving compliance, tax reporting (5500 and 5330), audits, contract repricing, and IRS guidelines.
Respond professionally and promptly to plan sponsors’ questions and issues.
Promote client retention and identify opportunities to build existing client relationships through timely, quality service.
Provide value-added solutions to increase operational efficiencies.
Collaborate with internal partners to provide timely and accurate responses to inquiries and service issues.
Resolve complex situations or requests.
Attend client meetings and prepare meeting materials.
Achieve service goals established by the department.
Perform additional responsibilities as assigned.