Defined Contribution Administration Manager

DEFINITI LLC • Erie, PA

13h • Remote

About The Position

The Defined Contribution Administration Manager is a role designed for a motivated, detail-oriented retirement plan professional with strong leadership skills. The Manager will oversee a team of retirement plan administrators and be responsible for managing workflow and ensuring deadlines, service, and compliance expectations are met. Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.

Requirements

• Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
• Ability to manage staff located in remote locations
• Coach, motivate, and mentor employees to achieve company goals in a results-oriented team environment
• Key contributor to the improvement of the company’s operations processes and procedures
• Must be detailed and possess strong organizational skills
• Time management focused adhering to deadlines and timelines
• Ability to analyze a situation and provide solutions
• High proficiency with Microsoft Office applications
• Demonstrated excellence in written and verbal communication
• Conveys a professional and positive attitude while leading a team in a fast-paced environment
• High school diploma or GED required
• 5+ years in retirement industry (TPA) with demonstrated career growth, having taken on increasing responsibilities, contributing to strategic goals and objectives, assisting and training employees and helping shape company processes and procedures
• 2+ years in a supervisory, team lead or management position within the retirement plan industry
• Accustomed to using Microsoft Teams or virtual-meeting applications to work with colleagues regularly on video and use the chat feature for quick communications
• Proven handling of client and financial advisor escalation
• Occasional travel limited to a few times a year

Nice To Haves

• Bachelor’s degree preferred
• FTW and Pension Pro software preferred
• Broad knowledge of the retirement plan industry, ASPPA and/or NIPA credentials preferred
• Familiarity with Microsoft Teams is a plus
• Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

Responsibilities

• Manage a team of 8 to 15 retirement plan administrators
• Motivate, lead, and support team members to provide excellent customer service while meeting internal and regulatory deadline
• Interface with other DC Administration Managers on a regular basis to coordinate continuous and holistic process improvement
• Clearly document processes and update as needed
• Assist and support company goals and objectives
• Resolve and provide solutions for internal questions and issues that arise within team
• Communicate with clients, financial advisors, CPAs, and other professionals on escalated service or compliance related items regarding your team
• Develop alternatives that will improve efficiency, make recommendations for changes, and assist in implementing changes to the DC administration team
• Train and mentor staff members. Be a subject matter expert in compliance testing and industry knowledge
• Monitor team productivity and deadlines
• Assist team with FTW and Pension Pro software related questions surrounding plan administration
• Point of contact for a small block of key client relationships on the team
• Review and consult on plan sponsor requests and administration
• Lead special projects and initiatives as needed
• Perform annual performance reviews and set personal goals for team members to achieve

Benefits

• A virtual-first work philosophy for most jobs
• 401(k) with up to 4% match
• Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
• 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
• Paid Parental Leave
• A variety of medical, dental and vision plan options including Definiti subsidized premiums
• Company-paid life insurance and short-term disability insurance
• Bonus plan eligibility

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED