Plan Advisor

Overview

KPM is seeking a client-based employee benefit plan administrator and advisor to join our team.

• Develop and implement marketing strategies designed to expand KPM’s retirement plan administration service line, including participation in relevant networking functions, such as conferences and events.
• Engage internal marketing for branding, standardization of client-facing documents, and overall marketing opportunities, including speaking engagements; present client and participant education opportunities in-person and virtually.
• Develop ongoing and timely industry-related content including upcoming regulatory topics and changes impacting retirement planning.
• Serve as a point-of-contact for employee questions regarding their plan; understand each plan’s documents and help ensure compliance with ERISA and other applicable rules and regulations.
• Administer daily retirement plan activities on behalf of client participants.
• Enroll employees in the plan, process contributions, and coordinate with each plan’s investment manager.
• Process participant distributions and hardship requests.
• Support plan compliance including mandatory actions such as fee disclosure notices, qualified default investment option, and summary plan descriptions.
• Prepare IRS Form 5500, including coordinating with third-party vendors to meet filing deadlines.
• Review and balance total contributions for all clients annually for non-discrimination testing.
• Other duties or projects as deemed necessary.

• 5+ years client-service or account management experience
• 5+ years 401(k) administration experience
• Bachelor’s degree in a business-related field
• Proven business development experience
• Excellent verbal and presentation skills
• Specialized knowledge of ERISA, IRS, and DOL rules and regulations governing 401(k) plan administration
• High adaptability and flexibility to meet changing business needs
• Attentive to detail and strong follow-up skills
• Ability to protect and maintain confidential information
• Strong interpersonal skills with a client-based focus
• Excellent written communication skills

KPM is an equal opportunity employer and decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, sex, sexual orientation, age, religion or creed, disability, national origin, or any other protected status.