Account Manager
Hansen Talent Group (HTG)
Account Manager
Hansen Talent Group is hiring an Account Manager to support a financial services organization in Columbia SC. This role serves as the primary point of contact for employers, managing day-to-day retirement plan administration and ensuring compliance with ERISA regulations. You'll provide guidance on contributions, distributions, and plan operations while maintaining strong client relationships in a fast-paced environment.
What You'll Do
Act as the main contact for employers, advisors, and participants Support plan administration including contributions, distributions, and payroll processing Resolve payroll issues and monitor contribution discrepancies Review and approve plan transactions (distributions, rollovers, beneficiary updates) Assist employers with payroll uploads via the portal Interpret plan documents and communicate updates or changes Prepare year-end valuation letters and support financial reporting Review Form 5500s and assist with audit processes and inquiries Perform eligibility calculations and contribution projections Support system testing and process improvements
What You'll Need
Experience in retirement plan administration or related financial services Understanding of ERISA plans (401(k), 403(b), etc.) Experience reviewing financial reports and supporting Form 5500 processes Strong communication and customer service skills High attention to detail and strong organizational abilities Proficiency with Microsoft Office (Excel, Word, Adobe) Ability to manage multiple priorities and deadlines #IND1
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