ERISA Services, Inc.
  • Knoxville, TN, USA
  • Full Time

Position summary:

This position actively manages all aspects of the client experience and is responsible for the client's satisfaction on an assigned caseload ranging from 120 to 160 clients. As the primary contact, the Relationship Manager acts as liaison with various internal teams and external partners to provide Accurate information, Prompt, Personal and Professional administration to assist our clients in accomplishing their retirement plan goals.

General purpose:

Deliver Third Party Administrative services to retirement plan sponsors in compliance with IRS and DOL regulations.

Role qualifications:

  • QKA Professional designation required or obtainable.
  • 5+ years plan administration experience.
  • Working knowledge of IRS and DOL regulations.
  • Proficient MS Office skills and computer skills.
  • Proficient knowledge of Relius plan administration software.
  • Knowledge of all types of retirement plans.
  • Willingness to travel as necessary.
  • Must attend conferences, seminars and webinars to further education.

Position responsibilities:

  • Day to day communications via phone, email, etc. with clients, brokers, CPA'S and others involved with plans.
  • Maintain the retirement plan within compliance of all IRS and DOL regulations.
  • Ensure 5500's and extensions are filed timely.
  • Gather information and send out annual valuation reports.
  • Deliver Form 5500 and related Schedules.
  • Deliver Form 8955-SSA.
  • Assist Clients with form 5500 electronically filling.
  • Plan Administration tracking.
  • Send invoice requests for annual, year-end true-up and special services.
  • Send out yearend packages/census requests and follow up on them.
  • Review information received for completeness.
  • Request plan amendments.
  • Review plan amendments with Clients.
  • Involved with Required Plan Amendments, Document Restatements and Discretionary Plan Amendments.
  • Involved with preparation of required Notices (includes QDIA, Safe Harbor, Automatic Enrollment, Fee Disclosure).
  • Provide assistance to Facilitator on problem loans and distributions.
  • Special Projects as a Team responsible for researching, developing client communication and setting procedures for Facilitator involvement.
  • Act as a role model for other Team Members.

Essential skills and experience:

  • Ability to live and demonstrate the ERISA Ways of Working (values).
  • Strong interpersonal and communication skills: verbal, listening and written.
  • Strong organizational skills, both electronically and paper.
  • Strong leadership abilities.
  • Exhibit initiative and be proactive when necessary.
  • Display discreetness, awareness and confidentiality of work.
  • Strong multi-tasking capabilities, flexibility, and adaptability.
  • Ability to work independently and in a team environment.
  • Strong presentation skills.

Valued but not required skills and experience:

  • Bachelor's degree Reporting to this position: None

Physical demands and work environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Physical demands: While performing duties of job, employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; talk and hear. Employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

  • Work environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. The noise level in the work environment is usually minimal.

Security Compliance Statement: ERISA Services, Inc. Management has established, implemented, and maintains an ongoing Information Security Awareness Program in order to protect all Team Members, information technology assets, and our clients, suppliers, and shareholders. The purpose of this program is to inform, educate, and motivate Team Members regarding information security, and specifically in the areas of maintaining confidentiality, integrity, and availability of the company's data. ERISA Services is committed to protecting the Personally Identifiable Information that is entrusted to us, and to keeping our systems and procedures up to date and in compliance with industry best standards.

Equal Opportunity Statement: ERISA is a Drug Free Workplace and an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: ERISA is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at ERISA are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. ERISA will not tolerate discrimination or harassment based on any of these characteristics. ERISA encourages applicants of all ages.

ERISA Services, Inc.
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