Senior Account Manager – Technical Lead

📋 Description

• Independently manage assigned retirement plan accounts while maintaining strong client
• Interpret plan documents and apply ERISA, IRS, and DOL requirements to qualified retirement plans
• Analyze census data, determine participant eligibility, and coordinate with clients and payroll
• Calculate employer contributions and confirm annual funding requirements in accordance with plan
• Perform plan redesign and projection testing to support compliance, planning, and client needs.
• Conduct annual nondiscrimination and compliance testing, including ADP/ACP, 415, 402(g), 416, and

🎯 Requirements

• College degree required, along with 8+ years of retirement industry experience.
• At least 8 years of experience in account management or a comparable retirement plan administration
• QKA designation required.
• Demonstrated mastery of retirement plan administrator functions, compliance processes, testing
• Strong working knowledge of ERISA, IRS, and DOL regulations applicable to qualified retirement
• Proven experience performing complex nondiscrimination and compliance testing, calculating

🎁 Benefits

• Salary: $90,000–$105,000 per year.
• Fully remote position within the United States.
• Full-time, exempt position.
• Opportunity to serve as a technical leader and subject matter expert within retirement plan
• Significant autonomy and ownership over assigned client accounts and complex projects.
• Opportunities to mentor colleagues and contribute to team development.