EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.
As a Retirement Plan 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.
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.
Communicate to clients the calculation of annual contributions including Safe Harbor, Safe Harbor Match, and Profit Sharing.
Assist with the preparation of Form 5500 and related schedules for filing with the Department of Labor and Internal Revenue Service.
Support operations with Plan recordkeeping
Provide assistance and website training to Advisors, Plan Sponsors, and TPAs.
Skills & Experience:
Bachelor’s degree or an equivalent combination of education and 5 years relevant experience.
Professional certification preferred: ASPPA (QKA, QPA), CEBS or NIPA (APA) (APR).
Familiarity with various plan designs (traditional 401(k), safe harbor, automatic contribution arrangements, new comparability, etc.)
Demonstrated experience handling relationships with participants, advisors, Plan Sponsors, or TPAs.
Knowledge of ERISA Regulations and the applicable Internal Revenue Code required.
Compliance testing and contribution calculation experience required.
Advanced knowledge of Microsoft Excel and Outlook and basic knowledge of Power Point is required.
SunGard Relius Administration experience preferred.
Must have strong written and verbal communication skills
Capable to relate to customer needs and to other team members and leadership.
Must have the ability to process detailed work within assigned timeframes and without errors.
Employees are eligible to participate in company benefits including health, dental, and vision insurance on the first of the month after their hire date. The company also provides a 401(k) plan with company match, group life insurance, short- and long-term disability, as well as additional voluntary benefits for employees to elect participation in.