Offer summary
Qualifications:
10+ years of 401(k) plan administration experience, NIPA or ASPPA credentials, Bachelor's degree required, Knowledge of non-discrimination testing, Excellent communication and organizational skills.Key responsabilities:
- Maintain relationships with clients and advisors
- Manage a caseload of complex plans
- Perform product reviews for team members
- Proactively communicate industry developments
- Collaborate with other departments for client experience