Account Manager (Retirement Plan

McGregor & Associates, Inc. has been providing administration and compliance services for employer sponsored benefit plans for 30 years. Our services span a range of benefits from Flexible Spending Accounts, Health Reimbursement Arrangements, Health Savings Accounts, COBRA, Affordable Care Act, ERISA, and Retirement Plan Administration. At McGregor we solve employer challenges through trusted relationships, benefits expertise and quality personalized service. Since benefits is our focus, we're also committed to providing our employees a highly competitive benefits package!

Job Purpose:

With direction from the Retirement Department Manager, this positionservesas a resource to retirement plan sponsors (employers) and financial advisors for compliance,nondiscrimination testing,plan design, and governmental reporting.

This person is primarilyresponsiblefor theday-to-dayadministrationofdesignated retirement plansand willutilizea high degreeof attention to detail, technical proficiency, and customer service toensurecompliance with Retirement plan laws, regulations, and deadlines. This positionmayalso work closely with Compliance Manager,Plan Administration Associate,Plan Administration3(16) Specialists,andPlan Data Coordinators tosolve employer challenges through trusted relationships, employee benefits expertise, and quality personalized service.

Company Expectations of Employee:

• Adheres to Company Policy and Procedures;
• Acts as a role model within and outside the Company;
• Performs duties as workload necessitates;
• Maintains a positive and respectful attitude;
• Communicates regularly with Supervisor about client issues;
• Demonstrates flexible and efficient time management and ability to prioritize workload;
• Consistently reports to work on time prepared to perform duties of position;
• Meets Company productivity standards.
• Have orwillingto obtainin
  18 months relevant industry credentials such as QKA, QPA, APA, ERPA, or CEBS.

Responsibilities and duties include:

• Provide timely, exceptional customer service, including problem solving and issue resolution;
• Provide effective verbal and written communications in a clear,concise and informative manner;
• Complete /r review data entry of census information to ensure accuracy;
• Verifying deferral/match deposits against client provided census information;
• Complet e t rust a cc accounting on th e applicable quarterly, semi-annual, annual basis;
• Calculat e/allocat e e mployer c ontributions when applicable (i.e. profit sharing and / or match);
• Checking data entry of contribution splits to ensure accuracy;
• Allocat e expenses /earnings//losses on pooledandsegregated accounts;
• Importing downloads from investment providers as needed on daily valuation clients;
• Completing a nnual c compliance and nondiscrimination testing including communication of results to the plan sponsor and facilitating applicable correctionsbytheappropriate IRS deadlines;
• Prepare account allocation / valuation report;
• Ensuring participant vesting information is updated accurately each plan year;
• Prepar e, Deliver, and File applicable annual government filings such asForm 5500, 8955-SSA, and 5330;
• Prepar eSummary Annual Report (SAR);
• Coordination of information with plan auditor (if applicable);
• Reviewand verify accuracy of distribution forms prepared byPlan Administration Associate;
• Coordinate and review3(16) co-fiduciary services provided byPlan Administration 3(16) Specialist;
• Ensure participant notices are accurately produced and delivered asdesignatedin service agreements;
• Routineannualplan design consulting with client;
• Facilitate plan design changes requiring amendments toplandocumentwith
  
  Compliance Manager;
• Any other assigned tasks given by aSupervisor.

Delivery/Timing:

• Ensure the timeliness of meeting all deadlines required by the IRS, DOL, legislation and regulations;
• Ensure the timeliness of client communication and deliverables as specified in the handbook or as directed by supervisor.

Company wide Goals:

• 100% Client Satisfaction;
• 100% Benefit Calculation Accuracy
• 100% Compliance with internal McGregor & Associates deadlines;
• 100% Compliance with all applicable IRS and DOL rules, regulations and deadlines.

Success of this position is measure through:

• Client and Participant satisfaction by maintaining timely, accurate, and friendly customer service;
• Compliance with required IRS / DOL deadlines;
• Accuracy of benefit calculations
• Timeliness of meeting deadlines

Qualifications:

• Education – Bachelors Degree or equivalent experience preferred.
• 3+ years ERISA experience in the retirement industry is preferred
• Strong Word, Excel, and Outlook skills;
• Strong mathematical aptitude;
• Attention to detail;
• Strong time management skills;
• Ability to multi-task;
• Excellent problem solving and analytical skills;
• Relationship builder;
• Effective communication skills.

Employee Benefits:

• Employer funded health insurance benefits
• Group sponsored dental insurance
• Employer paid vision insurance for employee, spouse & dependents
• Employer paid life, short-term disability and long term disability insurance
• Employer…