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Retirement Plans Account Manager

Retirement Plans Account Manager

CPSLubbock, TX, United States
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  • 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

    #LI-SC1

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    Account Manager • Lubbock, TX, United States

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