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Retirement Plan Recordkeeping Manager
MP RPO • Remote • Posted 3 days ago
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Remote • Full-time • $70,000-$100,000/yr • Mid Level Manager
Job Highlights
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As a Recordkeeping Manager at MP RPO, you will perform a combination of recurring and ad-hoc duties to ensure the highest-quality service delivery possible. This role involves accurate, timely processing of Plan and Participant requests, collaboration with the offshore RK Manager, and mentoring fellow RK team members. The position requires extensive knowledge of Schwab Retirement Technologies (SRT) and retirement plan accounting, as well as proficiency in Microsoft Office and potentially CRM and project management systems.
Responsibilities
- Perform routine Recordkeeping (RK) tasks in Schwab Retirement Technologies (SRT) including RMDs, Force Outs, Participant Account Statements, and more.
- Assist with management of the US RK Team to ensure tasks are completed.
- Collaborate with Offshore RK Manager to ensure tasks are completed.
- Triage incoming Support Inbox requests to make appropriate assignments and escalations.
- Support Plan Consultants with operational tasks and plan maintenance in SRT.
- Communicate with participants on escalated distributions and general inquiries via phone and email.
- Communicate with advisor partners and plan sponsors regarding support requests via phone and email.
- Provide backup coverage on contribution processing, distribution processing and reconciliation during PTO and high volumes.
- Document processes and procedures for accuracy and visibility.
- Improve controls and efficiencies whenever possible.
- Work with clients and payroll providers to improve payroll data imports.
- Support the payroll integration process by managing setup and change projects and troubleshooting.
- Help mentor and train fellow RK team members to resolve bottlenecks.
Qualifications
Required
- 10+ years of Qualified Retirement Plan experience as a TPA or recordkeeper.
- Experience teaching, training, and leading others.
- Extensive knowledge of Schwab Retirement Technologies (SRT) recordkeeping system functionality and best practices.
- Experience with assisting complicated Plan Setups.
- Proficient with Microsoft Office Programs, specifically Excel LOOKUP formulas, Pivot Tables, Mail Merges, and more.
- Knowledgeable on payroll integration and mechanics.
- Deep understanding of retirement plan accounting and financial reporting.
- Experience using CRM and project management systems preferred (PensionPro, Smartsheet, database systems).
- Excellent communication skills.
- ASPPA RPF Certified is a required minimum. ASPPA QKA designation is a strong preference.
Full Job Description
JOB SUMMARY: Recordkeeping Manager
As a Manager in the Recordkeeping (RK) team, you will perform a combination of recurring and ad-hoc duties that help ensure the highest-quality service delivery possible. You will conduct your duties in a manner that continues to separate MP's Client as an industry leader and service provider. This role should naturally promote their intellectual, value-added offering by providing accurate, timely processing of Plan and Participant requests.
JOB RESPONSIBILITIES: Retirement Plan Recordkeeping Manager
JOB QUALIFICATIONS: Recordkeeping Manager
Experience:
Knowledge/Skills:
Certifications/Designations:
ABOUT MP's CLIENT:
MP's Client combines decades of academic expertise on plan design with low-cost investments. Then, they bundle it up with modern technology, objective advice, and administrative accountability. Founded in 2000, the company is a SEC-registered investment adviser that specializes in retirement benefits, 401(k) plans, and investment management. Their purpose is to demystify the retirement plan industry for the people they serve. To empower those individuals to understand their options and choose their unique path to retirement success. To offer transparent consultation, continuous education, and market-leading service which elevate the standard of the industry.
ABOUT THE TEAM:
ADDITIONAL INFORMATION:
Location: Remote within the United States.
Compensation Expectations: $70,000 - $100,000 per year based on education, experience, certifications, and more. + up to 10% bonus based on performance.
Benefits: Medical, Dental, Vision, and more!
As a Manager in the Recordkeeping (RK) team, you will perform a combination of recurring and ad-hoc duties that help ensure the highest-quality service delivery possible. You will conduct your duties in a manner that continues to separate MP's Client as an industry leader and service provider. This role should naturally promote their intellectual, value-added offering by providing accurate, timely processing of Plan and Participant requests.
JOB RESPONSIBILITIES: Retirement Plan Recordkeeping Manager
- Responsible for performing routine Recordkeeping (RK) tasks in Schwab Retirement Technologies (SRT) including but not limited to RMDs, Force Outs, Participant Account Statements, Notice of Internet Availability Publishing, Shareholder Servicing Payments, Cash and Position Reconciliation, Eligibility Determinations, Negative Unit research and correction, Participant Data Extract and Imports, Purge Utility management, etc.
- Assist with management of the US RK Team to ensure tasks are completed
- Collaboration with Offshore RK Manager to ensure tasks are completed
- Triages incoming Support Inbox requests to make appropriate assignments and escalations, upholds Support Inbox response times and enforces documentation (notetaking) standards
- Supports Plan Consultants with operational tasks and plan maintenance in SRT
- Communicates with participants on escalated distributions and general inquiries via phone and email
- Communicates with advisor partners and plan sponsors regarding support requests via phone and email
- Provide backup coverage on contribution processing, distribution processing and reconciliation during times of RK team members' PTO and during periods of high volumes
- Documents processes and procedures that ensure accuracy and visibility
- Improves controls and efficiencies whenever possible
- Works with clients and payroll providers to improve payroll data imports
- Supports the payroll integration process by managing setup and change projects and troubleshooting problems and generating running routine reports
- Helps mentor and train fellow RK team members to help resolve bottlenecks and keep work moving forward
JOB QUALIFICATIONS: Recordkeeping Manager
Experience:
- 10+ years of Qualified Retirement Plan experience as a TPA or recordkeeper.
- Experience teaching, training, and leading others.
Knowledge/Skills:
- Extensive knowledge of Schwab Retirement Technologies (SRT) recordkeeping system functionality and best practices.
- Experience with assisting complicated Plan Setups.
- Proficient with Microsoft Office Programs - Specifically Excel LOOKUP formulas, Pivot Tables, Mail Merges, and more.
- Knowledgeable on payroll integration and mechanics.
- Deep understanding of retirement plan accounting and financial reporting.
- Experience using CRM and project management systems preferred (PensionPro, Smartsheet, database systems).
- Excellent communication skills.
Certifications/Designations:
- ASPPA RPF Certified is a required minimum. ASPPA QKA designation is a strong preference.
ABOUT MP's CLIENT:
MP's Client combines decades of academic expertise on plan design with low-cost investments. Then, they bundle it up with modern technology, objective advice, and administrative accountability. Founded in 2000, the company is a SEC-registered investment adviser that specializes in retirement benefits, 401(k) plans, and investment management. Their purpose is to demystify the retirement plan industry for the people they serve. To empower those individuals to understand their options and choose their unique path to retirement success. To offer transparent consultation, continuous education, and market-leading service which elevate the standard of the industry.
ABOUT THE TEAM:
- Reporting to: Director of Recordkeeping
- 5 onshore and 2 offshore employees. Initially, all employees will continue to report to the current Director of Recordkeeping. Once the candidate has demonstrated they're ready to manage the team, those team members will transition under this candidates leadership.
ADDITIONAL INFORMATION:
Location: Remote within the United States.
Compensation Expectations: $70,000 - $100,000 per year based on education, experience, certifications, and more. + up to 10% bonus based on performance.
Benefits: Medical, Dental, Vision, and more!
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