$65K - 75K a year
Manage end-to-end retirement plan compliance administration including trust reconciliation, compliance testing, contribution calculations, and Form 5500 filings while collaborating with team and clients.
3-5 years of hands-on retirement plan compliance experience in a TPA environment with proficiency in PensionPro and preferably FT William Administration, strong communication and organizational skills, and ability to work remotely.
*This position is 100% Remote. The location was added to increase visibility on job boards* Join Our Team as a Retirement Plan Account Manager (Remote) Are you a seasoned retirement plan professional looking for a role where your expertise is valued and your contributions make a real impact? We’re seeking a detail-oriented and experienced Account Manager to join our team full-time in a fully remote capacity. What You’ll Do You’ll take ownership of end-to-end compliance administration for our clients, including: • Trust reconciliation and comprehensive compliance testing • Cross-tested contribution calculations • Preparation of Form 5500 filings • Collaborating with our team to ensure smooth and accurate plan administration • Communicating with plan sponsors and advisors This role is ideal for someone with 3-5 seasons of hands-on experience managing the full compliance cycle (“soup-to-nuts”) in a TPA environment. Tools You’ll Use • PensionPro: You’re already comfortable navigating this platform • FT William Administration: We’re transitioning to FTW for the 2025 season, so prior experience is a plus What We Offer • Full-time remote position • Competitive salary range: $65,000-$75,000 • A collaborative team that values your expertise and encourages growth Who You Are • You’ve worked with an independent TPA (not a bundled provider) and understand the nuances of personalized client service • You thrive in a remote work environment and communicate clearly and professionally • You’re proactive, organized, and committed to delivering high-quality work If you’re ready to bring your compliance skills and client service skills to a team that appreciates precision and professionalism, we’d love to hear from you! To apply: sczepiel@cps4jobs.com
This job posting was last updated on 9/25/2025