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CPS, Inc.

CPS, Inc.

via SmartRecruiters Job Search

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Retirement Plans Account Manager

Anywhere
full-time
Posted 9/22/2025
Verified Source
Key Skills:
Retirement plan compliance
Trust reconciliation
Form 5500 filings
PensionPro
FT William Administration
Client communication
TPA environment experience

Compensation

Salary Range

$65K - 75K a year

Responsibilities

Manage end-to-end retirement plan compliance administration including trust reconciliation, contribution calculations, Form 5500 filings, and client communication in a fully remote setting.

Requirements

3-5 years of hands-on experience managing full compliance cycles in a TPA environment with proficiency in PensionPro and preferably FT William Administration.

Full Description

*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

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