Retirement Plans Account Manager

Join Our Team as a Retirement Plan Account Manager (Remote)

Are you a seasoned retirement plan professional looking for a role where your expertise is valued and your contributions make a real impact? We’re seeking a detail-oriented and experienced Account Manager to join our team full-time in a fully remote capacity.

What You’ll Do

You’ll take ownership of end-to-end compliance administration for our clients, including :

Trust reconciliation and comprehensive compliance testing

Cross-tested contribution calculations

Preparation of Form 5500 filings

Collaborating with our team to ensure smooth and accurate plan administration

Communicating with plan sponsors and advisors

This role is ideal for someone with 3–5 seasons of hands-on experience managing the full compliance cycle (“soup-to-nuts”) in a TPA environment.

Tools You’ll Use

PensionPro : You’re already comfortable navigating this platform

FT William Administration : We’re transitioning to FTW for the 2025 season, so prior experience is a plus

What We Offer

Full-time remote position

Competitive salary range : $65,000–$75,000

A collaborative team that values your expertise and encourages growth

Who You Are

You’ve worked with an independent TPA (not a bundled provider) and understand the nuances of personalized client service

You thrive in a remote work environment and communicate clearly and professionally

You’re proactive, organized, and committed to delivering high-quality work

If you’re ready to bring your compliance skills and client service skills to a team that appreciates precision and professionalism, we’d love to hear from you! To apply : sczepiel@cps4jobs.com

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