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
Vacancy posted 5 days ago
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