Retirement Plan Relationship Manager-REMOTE

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We are always looking to add new Talent to our Team. If you are looking for the last place you will ever want to work, then look no further. ERISA Services was voted Top Places to work for the past 5 years by our Team of dedicated retirement plan professionals. At ERISA we like to say we are a Family. We truly care about each other and that is what makes our culture so special. Our Culture is one that promotes honesty, integrity and dedication to our clients, business partners and each other. We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest days work.


We are currently seeking a Retirement Plan Relationship Manager to join our Team.


This position actively manages all aspects of the client experience and is responsible for the client's satisfaction on an assigned caseload ranging from 120 to 160 clients. As the primary contact, the Relationship Manager acts as liaison with various internal teams and external partners to provide Accurate information, Prompt, Personal and Professional administration to assist our clients in accomplishing their retirement plan goals. This position is the main contact for our clients and has the primary responsibilities outlined below. This position is not a management or supervisory position. This position is a telecommute position. If you are located in the Eastern or Central time zones and you are a team player, enjoy multi-tasking and have the skill sets described below, we look forward to talking with you about our opportunity!


Primary Responsibilities:

  • Day to day communications via phone, email, etc. with clients, brokers, and CPA'S.
  • Gather information from and send out annual valuation reports.
  • Deliver Form 5500 and related Schedules.
  • Deliver Form 8955-SSA.
  • Assist Clients with form 5500 electronically filling.
  • Ensure 5500's and extensions are filed timely.
  • Plan Administration tracking.
  • Send out yearend packages/census requests and follow up on receipt.
  • Review information received for completeness.
  • Request plan amendments and review plan amendments with Clients.
  • Willing to work extended hours to meet pre-determined goals and deadlines.

Qualifications and Experience:

  • 10+ years retirement plan administration experience.
  • Working knowledge of IRS and DOL regulations.
  • Experience with FT Williams Plan Administration.
  • Experience with PensionPal a plus.
  • Above average customer service skills.
  • Above average problem-solving skills.
  • Ability to establish priorities and meet pre-determined deadlines.
  • Working knowledge of various retirement plan types and platforms.
  • QKA Professional designation desired or obtainable.

Please include a cover letter.


ERISA Services is a Drug Free Workplace, EVerify and Equal Opportunity Employer and Prohibits
Discrimination and Harassment of any Kind: ERISA is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at ERISA are based on business needs, job requirements and individual qualifications, without regard to race color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. ERISA will not tolerate discrimination or harassment based on any of these characteristics. ERISA encourages applicants of all ages.

About Us and the Application Process

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