Serve as the primary contact for clients and financial advisors.
Respond to and complete incoming client and advisor requests.
Conduct regular check-ins through outgoing calls and email.
Work with Pension Consultants when compliance issues arise that require additional ERISA expertise.
Resolve client issues proactively and efficiently.
Provide technical and compliance guidance to clients and advisors.
Conduct consultation calls with clients, auditors, and advisors.
Track and monitor all deliverables and deadlines for annual plan compliance.
Request and collect information needed for annual administration.
Prepare census requests, contributions summaries and refund forms.
Identify and communicate late deposits and minimum distribution obligations.
Monitor and assist with annual projects such as force outs and annual notices.
Download and distribute recordkeeper disclosure and fee notices.
Collaborate with actuaries, plan consultants, and internal teams on plan design and compliance questions.
Update vesting schedules and process plan adjustments.
Review and complete recordkeeping forms such as plan specification changes and contact updates.
Assist with distributions and corrections.
Participate in internal recordkeeper conversions and onboarding.
Assist with or manage full-cycle plan terminations and service terminations, including system updates and delivery of final documents.
Collaborate with New Business team to ensure smooth transitions and accurate setup.

0-3 years of experience in retirement plan administration or client services preferred.
Basic understanding of defined contribution plan compliance preferred.
Strong communication and interpersonal skills.
Ability to manage multiple priorities and deadlines across a dynamic book of business.
Familiarity with PensionPro, FTW, or similar platforms is a plus.
High level of attention to detail and problem-solving ability.
Comfortable working in a fast paced, collaborative environment.
3+ years of experience in retirement plan administration or client services preferred (for Relationship Manager II).
Strong knowledge of defined contribution plan compliance, including ERISA, DOL and IRS requirements (for Relationship Manager II).
Exceptional communication and interpersonal skills (for Relationship Manager II).
Proficiency in retirement plan software platforms such as PensionPro, Datair, FTW, ASC, etc. (for Relationship Manager II).

Relationship Manager I/II

Key skills