Defined Contribution Account Manager

Are you interested in working on Retirement Plans of the future? Do you have Plan Administration expertise and enjoy consulting on plan design and compliance issues? If so, the company may have a “WOW” position for you with the company(k) Administration Program, Inc. (AMP)!

The company(k) Administration Program, Inc. (AMP) is growing and excited to fill Remote Account Manager Positions. Experience with 402(a), 3(16), or Pooled Employer Plans is a plus, but we are willing to train individuals who have at least 5 years of plan administration and consulting experience.

Overview of the Position

AMP is looking to fill fully remote Defined Contribution Account Manager positions. We are in the process of transforming our Account Manager positions to focus more on review and client/advisor service. Our Account Manager position is supported by a strong implementation group, plan document team, special projects team, and a loan and distribution department. Our Account Managers are organized into teams that work toward firm goals with special recognition given to individuals with exceptional performance. Each Team Leader schedules weekly calls to discuss upcoming deadlines and developments within the company and the industry.

About the company and AMP

AMP was formed by the company and AFS (Administrative Fiduciary Services) to deliver a solution to group 402(a) and PEPs. The company is a vibrant and growing national third party, non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide career advancement opportunities for our professionals.

Job Responsibilities

• Maintain client and advisor relationships with a high active client retention rate

• Maintain a caseload of PEP and 402(a) solution clients

• Manage and prioritize workload towards weekly goals in a results-oriented team environment

• Exemplify superior client service and ability to consult with clients regarding plan operation and design

• Work with other departments, record-keepers, and advisors to ensure a great client experience

• Perform work according to AMP and the company policies and procedures

• Proactively communicate with clients and investment advisors about new industry developments

Qualifications

• Minimum of 5 years of the company(k) plan administration experience and/or minimum of 5 years of experience consulting on the company(k) plan administration

• Experience with pricing and billing a plus

• Familiarity with PEP, 402(a), and/or 3(16) service models and providers a plus

• Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy, and the company(a)(4) non-discrimination testing

• NIPA or ASPPA credentials

• College degree

• Excellent written and verbal communication skills

• Excellent organizational skills

• High level of critical thinking

• Ability to multitask

• Committed to lifelong learning and coachable

What the company Offers You

We will provide you with a home office set-up including a computer and a phone. The company has been offering remote work for over 10 years. We offer a great work experience for our remote employees!

This position supports a great work-life balance with a 37.5-hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring, professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, the company(k) plan, and an HSA.

Compensation and Benefits

• Base Salary $70,000 - $120,000

• Salaried, non-exempt

• Medical, dental, disability, and life insurance

• Paid time off

• the company(k) plan with employer match

Work Location/Hours

• Work from home

• Must work from USA and be authorized to work for any US employer

• We will supply all necessary computer equipment

• 37.5-hour work week

• You may choose a start time between 7:30 am and 8:30 am

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