Manager, Retirement Plan Support Services-TPA/DPS
Education and Experience:
- Bachelor's degree and five (5) years’ experience or equivalent combination of education and experience. ASPPA QKA or other industry designations (such as NIPA or CEBS) required. Experience managing a processing team is preferred.
Skills and Abilities:
- Ability to communicate effectively with team members, clients, service providers, custodians/platform representatives, and advisors.
- Ability to analyze and solve practical problems involving a variety of concrete variables where limited standardization exists.
- Ability to interpret various forms of instructions, including written, oral, diagram, and schedule formats.
- Ability to supervise others effectively, handle multiple tasks, work independently, and meet the daily and periodic deadlines of all work assigned.
- Advanced knowledge of ERISA, IRS, and DOL regulations is required.
- Strong interpersonal and communication skills, with the ability to manage multiple and sometimes competing priorities.
- Ability to read and interpret documents such as procedure manuals, technical procedures, plan documents and reports.
- Strong ability to create and analyze excel spreadsheets and reports.
Tasks Performed:
- 45% Manage Retirement Plan Support Specialists, including the coordination of workflows and issue resolutions.
- 25% Develop, implement and monitor policies and procedures to ensure efficiencies and meeting service standards.
- 15% Mentor and assist Retirement Plan Support Specialists.
- 10% Coordinate activities between Retirement Plan Support Specialists and Consultants; participate in management meetings.
- 5% Other duties as assigned including assisting other teams as needed.
Physical Requirements:
- Communicate effectively with internal and/or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
Benefits for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
- Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
Average salary estimate
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Are you looking for an exciting managerial role in the retirement planning sector? Look no further! EPIC RPS in New York is on the hunt for a Manager of Retirement Plan Support Services-TPA/DPS. In this vibrant position, you will oversee our Retirement Plan Support Specialists, ensuring smooth workflow processes, aligning departmental goals, and integrating operations across various teams. You’ll partake in problem-solving, coaching, and developing your team, while also meticulously reviewing their work and tracking key performance indicators. Collaboration is key, as you’ll interface with fellow managers to guide company decision-making and policy development related to retirement plans and operations. A strong educational background is essential—an undergraduate degree combined with five years of relevant experience or an equivalent mix of education and experience is required, along with industry qualifications such as ASPPA QKA or similar. You will thrive in this role if you possess excellent communication skills, a knack for problem-solving, and the ability to analyze data effectively. We’re looking for someone who can manage multiple tasks, lead their team efficiently, and has robust knowledge of ERISA, IRS, and DOL regulations. Join us at EPIC RPS where your contributions will help shape the future of retirement planning services while enjoying an array of comprehensive benefits, generous time off, and opportunities for personal development.
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