Employee Fiduciary

Account Manager

• Serves as the primary point of contact for Employee Fiduciary clients.
• Responds to client inquiries within stated service standards.
• Maintains a working knowledge of qualified plan regulations and Employee Fiduciary procedures.
• Manages the receipt of the client information necessary to complete year-end testing and the Form 5500.
• Timely escalates inquiries or issues to the appropriate parties when necessary.
• Assists clients in the use of the sponsor and/or participant websites, including payroll uploads.
• Supports financial advisor requests for reports and fund availability.
• Interprets plan document provisions for clients.
• Keeps clients/advisors up to date on upcoming legislation.
• Provides reports and support for year-end plan audits.
• Maintains a caseload of up to 200 plans.
• Attends bi-weekly meetings with team.

401(k) Client Relationship Manager