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 Retirement Plan Services Manager

Details
Country: USA
Location: Michigan-Detroit Troy, MI 48098
Total applied: 20
Salary/Wage:47,000.00 - 67,000.00 USD /year
Job Category:Accounting/Finance/Insurance
Relevant Work Experience:10+ to 15 Years
Education Level:Bachelor's Degree
Location:Troy, MI 48098
Status:Full Time, Employee
Occupations:Financial Planning/Advising
Career Level:Manager (Manager/Supervisor of Staff)
Relevant Work Experience:10+ to 15 Years
Retirement Plan Services Manager

The Rehmann Group is a new breed of accounting and business consulting firm that meets the demands of today's mid-sized businesses offering a greater scope of resources and expertise through its major subsidiaries: Rehmann Robson (Certified Public Accountants), Rehmann Consulting (Business Management Advisors), Rehmann Financial (A registered Investment Advisor), and Kerby, Bailey & Associates (Professional Investigation & Security Consulting). We are an entreprenuerial company focused on close client relationships to help smooth and accelerate each client's journey to success. We strive to be THE firm of choice for clients and our associates!

We are currently seeking an experience Manager for our Retirement Plan Services division in Troy.

This position is responsible for day-to-day management of a Retirement Plan Administration team, and provides plan administration support to clients.

Essential Functions and Job Responsibilities:

1. Manages the activities of a retirement plan administration team by assigning projects and clients to plan administrators, monitoring performance and ensuring completion of all aspects of plan administration.

2. Trains staff in use of software and established policies and procedures, reviews staff work and assists plan administrators with complex issues.

3. Maintains client relationships by meeting periodically with clients to ensure that services are provided as expected, and that value added consulting opportunities are managed and proactively provided when available.

4.Reviews, interprets and maintains legal documents in order to ensure plan compliance with current IRS/DOL regulations.

5. Demonstrates ability to prioritize work and manage time for staff, manage project timelines and budgets, and fosters positive interaction between associates.

6.Able to perform all aspects of retirement plan administration. Experience Requirements:

1.Excellent communication and customer service skills.

2. Bachelors degree with major in Business or related field.

3. ASPPA or similar designation of QKA or higher.

4. 10+ years of retirement plan administrative experience

5. 2+ years of experience in managing staff

6. Knowledge of Relius software systems, multiple investment company platforms, and plan document management systems.

- Apply for Retirement Plan Services Manager

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