Manager, Plan Operations

Job Summary: Manage Team to successful completion of Team objectives. Manage Team to promote the well-being of all Team Members. Always promote & strive for superior customer service, high quality standards on deliverables, and the consistent meeting of quotas.

Responsibilities:

• Initial point of contact for all Team related matters
• Responsible for management of and assistance with all/select areas below
  • Account management- client facing activities and services
  • Compliance testing and calculations- and other related activities
  • Assist client with matters of distributions, quality control & trust accounting
• Maintain high level of professionalism with staff, clients & advisors
• Illustrate positive attitude and invoke “Team Player” ethic in all situations
• Able to work independently & exercise good judgement in decision making
• Oversee work flow and Team obligations
• Ensure staff has necessary tools to meet all expectations of their jobs
• Standards enforced for quality and turnaround times
• Responsible for all deadlines related to Team’s responsibilities
  • Confirm 5500 filings each month (and 5558s when applicable)
  • Manage processing of Testing and Calculations to meet client deadlines
  • Ensure internal deadlines for projects and quotas are met
• Handle/supervise all client and broker complaints to conclusion
• Manage staff PTO requests & special work time requests to ensure coverage
• Manage staff work times, behavior, conduct and actions to Pentegra standards
• Ensure all policy/procedures are adhered to
• Create Performance Improvement Plan (PIP) when an issue is identified
• Troubleshoot / problem resolution - recommend new procedures when needed
• Attend Client/Broker meetings as needed
• Completed special projects as assigned

Requirements:

• 5+ years of experience In Retirement Plan Administration
• Experience managing others preferred (managing EEs remotely a plus)
• Ability to manage responsibilities up and down the reporting chain
• Knowledge of defined contribution plans testing and compliance
• Experience with Multiple Employer Plans (MEPs) preferred
• 3(16) Fiduciary Services knowledge a plus
• Excellent Client Relationship, Communication and Organizational skills
• Problem solving ability & ability to work in fast paced team environment
• Working knowledge of Microsoft office (excel, word, outlook)
• Working knowledge of Relius compliance, FT Williams Gov forms & Salesforce a plus
• ASPPA designations a plus or be willing to obtain designations