LT Trust, a division of American Trust, provides 401(k) plans and servicing for growing businesses. As a Relationship Manager, you will build strong working relationships with clients and advisors and utilize your experience in the 401(k) industry to ensure plan, and regulatory compliance.
Salary: $53,000 – $75,000/year
This is an exempt position. Pay may vary based on experience and location.
Build strong relationships with clients and advisors through proactive communication.
Responsible for the overall client relationship experience, including building and maintaining a strong relationship with plan sponsors, advisors, and TPAs.
Analyze, troubleshoot, and problem solve plan administration and recordkeeping issues
Provide training to Advisors, and Plan Sponsors, to communicate procedures relating to payroll submission, fund changes, loan and distribution processing, compliance testing, etc.
Advise Plan Sponsors on mandatory and discretionary plan document amendments.
Understand non-discrimination testing under sections 401(k), 401(m) and 401(a)(4) of Internal Revenue Code.
Calculation of annual contributions including Safe Harbor, Safe Harbor Match, and Profit Sharing.
Preparation of Form 5500 and related schedules for filing with the Department of Labor and Internal Revenue Service.
Provide assistance and website training to Advisors, Plan Sponsors, and TPAs.