401(k) Plans Team Leader
Baltimore, MD 21205 US | Fully Remote TELECOMMUTE US
Job Description
*This position is 100% remote. The location was added to increase visibility on job boards*
401(k) Plans Team Leader
Do you enjoy being a go-to person for complex 401(k) plan questions and also guiding team members, identifying process improvement opportunities, and keeping your hands on a small caseload of 401(k) Plans?
If this combination of leading team members and also expertly managing your own small caseload appeals to you, then this opportunity could be a great next career step.
The details:
Employer: An independent, established TPA with a people-first culture where you’ll have support and the technology to lead your team.
The opportunity:
You will:
Lead a team of 401(k) plan administrators
Manage schedules and workload distribution
Answer questions from the team, resolving complex plan issues
Identify process improvements and help implement solutions
Participate in training and onboarding of new team members
Support professional development across the team
Maintain a small caseload of plans
Foster a collaborative, supportive culture.
What you bring:
5+ years of Retirement industry experience administering small 401(k) plans
Experience interacting with clients to discuss qualified plans
Experience with PensionPro, Datair, or ftwilliam
ASPPA or NIPA credentials or a desire to attain them
What the employer brings to you:
Competitive base salary and bonus structure with opportunities for career advancement
Employer-paid premiums for health insurance and employee-paid options for dental, vision, and living benefits
Paid time off and sick leave that increases with tenure
Non-elective profit-sharing plan
An environment that prioritizes work-life balance
Where you will work:
While the company does maintain a physical office, you can work 100% remotely.
To apply:
Please send your resume to sczepiel@cps4jobs.com
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Meet Your Recruiter
Sue Czepiel
Executive Recruiter
Industry Expertise: Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley, 403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, Wholesaling
Types of Positions: Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.
The best part of my job: I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.