Manager, Retirement

Who We Are

We’re a seven-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.NFP.com.

Summary: The Retirement Manager provides direction to plan sponsors to design and maintain a qualified plan to meet client needs. Also serve as a technical resource for research and plan analysis projects for both internal and external clients.

Job Duties and Responsibilities:

• Administer qualified plans.
• Process participant distributions and loans.
• Reconcile trust assets.
• Perform non-discrimination testing.
• Calculate contributions.
• Consult client with deposit/remittance of deferrals and employer contributions.
• Prepare plan documents and create best plan design to meet each client’s need.
• Perform quality control.
• Review documents and valuations prepared by other team members before they are sent to client.
• Assist the investment advisory team as needed.
• Set up new 401(k) plans.
• Determine, with the plan sponsor, the plan design.
• File appropriate government forms.
• Form 5500, Form 5330, Form 945, etc.
• Assist client during IRS and/or DOL audit examinations.
• Provide consultation to independent auditor and client during the audit of the plan’s financial statements, as needed, for attachment to Form 5500.
• Work on Special projects
• IRS/DOL correction programs
• Late/missed deposits – Lost earnings
• Plan analysis
• Late 5500 filings
• Assist with the management of team through counsel, guidance and coaching. Impart knowledge, facilitate staff development and provide training and learning experiences.
• Assist with evaluation of performance and work efforts; provide input to team leader and participate in performance appraisals process; if necessary, assist in managing and improving underperformance.
• Demonstrate excellent team skills, positive attitude and high ethical standards.
• Monitor IRS/DOL filing/testing deadlines
• Add new business through referrals from other firm personnel, investment advisors and other outside referral …