TPA Manager Retirement Plan Services

Plan Administrator Manager

Responsible for managing the consultants including reviewing work, problem solving, creating efficient workflow processes, coaching, and developing staff and coordinating activities between Administrators and Consultants. Collaborates with other managers in making company decisions and developing policies as they relate to the Plan Administrators and the company.

Education and Experience:

• Bachelor's degree and five (5) years' experience or equivalent combination of education and experience. ASPPA QKA or other industry designations (such as NIPA or CEBS) required. Demonstrated Leadership experience preferred.

Skills and Abilities:

• Ability to communicate effectively with team members and throughout the firm and externally with Clients, service providers, custodians/platform representatives and advisors.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Ability to supervise others effectively, handle multiple tasks, work independently, and meet the daily and periodic deadlines of all work assigned.
• Must possess an advanced knowledge of ERISA, IRS & DOL regulations.
• Must also have excellent people and communication skills and the ability to manage through multiple and sometimes competing priorities.
• Ability to read and interpret documents such as procedure manuals, technical procedures, plan documents and reports.
• Strong ability to prepare excel spreadsheets and reports.

Tasks Performed:

• 45% Manage Consultants & Supervisors (if applicable) with the coordination of workflows and issue resolutions.
• 25% Develop and implement policies and procedures to ensure efficiencies.
• 15% Mentor and assist Retirement Plan Consultants.
• 10% Support and collaborate with other members of the management team.
• 5% Other duties as assigned including assisting other teams as needed.

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

Benefits for Full-Time Employees:

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
• Parental Leave: Six weeks of paid leave at 100% of your salary.
• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage: Ensuring your overall health and well-being.
• Flexible Spending Accounts: For healthcare and dependent care expenses.
• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
• Voluntary Benefits: Including hospital, accident, and critical illness coverage.
• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
• Adoption Assistance: Supporting your growing family.
• Tuition Reimbursement: Invest in your education and career growth.
• Employee Assistance Program (EAP): Access to support and resources.
• Financial and Banking Services: Various benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:

• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future.
• Paid Sick and Safe Leave: For your health and safety.
• Employee Assistance Program (EAP): Access to support and resources.
• Financial and Banking Services: Various benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.