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Career Posting - 401(k) Account Manager

Description

Location: Indianapolis

Position Type: Full-Time

The account manager is the primary contact for an assigned group of daily valuation clients. The 401(k) Account Manager requires attending to the clients’ requests.

Job Responsibilities

Communicates with plan sponsors, advisors and participants regarding plan questions/issues.
Performs and communicates annual plan discrimination and coverage testing results.
Calculates employer contributions and forfeiture allocations for plans as required.
Reconciles plan data each quarter for quarterly reporting to participants and clients.
Compiles information necessary to complete the annual 5500 series return for the plan.
Works with conversion team and supervisor on new client transitions.
Assists Processing Technicians with payroll or benefit questions/issues.
Ensures that day-to-day operations and tasks are processed timely and accurately.
Other duties as assigned.

Job Requirements

Bachelor’s degree in Accounting or related field.
At least two years of defined contribution plan administration/recordkeeping experience preferred.
Familiarity with retirement plan regulatory statutes.
Experience with Schwab RT Recordkeeping software preferred.
Proficiency in Microsoft Word, Excel and Access.
Strong interpersonal, communication and customer service skills.
Computer Proficiency.

Interested candidates should send a cover letter, resume, and salary history to the following address: Human Resources - Nyhart, 8415 Allison Pointe Blvd., Suite 300, Indianapolis, IN 46250. Electronic submissions are also encouraged by emailing the before-mentioned materials to openposition@nyhart.com

A Member of Alliance Benefit Group