Job Description
Job description
This position is 100% Remote. The location was added to increase visibility on job boards
Join Our Team as a Retirement Plan Account Manager (Remote)
Are you a seasoned retirement plan professional looking for a role where your expertise is valued and your contributions make a real impact? We’re seeking a detail-oriented and experienced Account Manager to join our team full-time in a fully remote capacity.
What You’ll Do
You’ll take ownership of end-to-end compliance administration for our clients, including:
• Trust reconciliation and comprehensive compliance testing
• Cross-tested contribution calculations
• Preparation of Form 5500 filings
• Collaborating with our team to ensure smooth and accurate plan administration
• Communicating with plan sponsors and advisors
This role is ideal for someone with 3-5 seasons of hands-on experience managing the full compliance cycle (“soup-to-nuts”) in a TPA environment.
Tools You’ll Use
• PensionPro: You’re already comfortable navigating this platform
• FT William Administration: We’re transitioning to FTW for the 2026 season, so prior experience is a plus
What We Offer
• Full-time remote position
• Competitive salary range: $65,000-$75,000
• A collaborative team that values your expertise and encourages growth
Who You Are
• You’ve worked with an independent TPA (not a bundled provider) and understand the nuances of personalized client service
• You thrive in a remote work environment and communicate clearly and professionally
• You’re proactive, organized, and committed to delivering high-quality work
If you’re ready to bring your compliance skills and client service skills to a team that appreciates precision and professionalism, we’d love to hear from you! To apply: [email protected]
This position is 100% Remote. The location was added to increase visibility on job boards
Join Our Team as a Retirement Plan Account Manager (Remote)
Are you a seasoned retirement plan professional looking for a role where your expertise is valued and your contributions make a real impact? We’re seeking a detail-oriented and experienced Account Manager to join our team full-time in a fully remote capacity.
What You’ll Do
You’ll take ownership of end-to-end compliance administration for our clients, including:
• Trust reconciliation and comprehensive compliance testing
• Cross-tested contribution calculations
• Preparation of Form 5500 filings
• Collaborating with our team to ensure smooth and accurate plan administration
• Communicating with plan sponsors and advisors
This role is ideal for someone with 3-5 seasons of hands-on experience managing the full compliance cycle (“soup-to-nuts”) in a TPA environment.
Tools You’ll Use
• PensionPro: You’re already comfortable navigating this platform
• FT William Administration: We’re transitioning to FTW for the 2026 season, so prior experience is a plus
What We Offer
• Full-time remote position
• Competitive salary range: $65,000-$75,000
• A collaborative team that values your expertise and encourages growth
Who You Are
• You’ve worked with an independent TPA (not a bundled provider) and understand the nuances of personalized client service
• You thrive in a remote work environment and communicate clearly and professionally
• You’re proactive, organized, and committed to delivering high-quality work
If you’re ready to bring your compliance skills and client service skills to a team that appreciates precision and professionalism, we’d love to hear from you! To apply: [email protected]
💡 Quick Summary
Seeking a career-building opportunity? The Retirement Plans Account Manager position is now open for candidates interested in the Work from home Jobs sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.
