3 (16) Relationship Manager (Salem)

Job DescriptionPosition SummaryWe are seeking a 3(16) Relationship Manager to serve as the primary point of contact for our Third Party Administrators (TPAs) and 3(16) fiduciary partners. This role is critical to ensuring smooth plan administration, accurate compliance support, and strong working relationships with our external partners. The ideal candidate has hands-on experience with Form 5500 filings, non-discrimination testing, and correction methodologies, and enjoys being the “go-to” problem solver.Key ResponsibilitiesAct as the main liaison between the company and assigned TPAs and 3(16) fiduciary partnersSupport plan administration workflows, ensuring timely and accurate coordination with external partnersProvide subject-matter support related to:Form 5500 preparation, review, and filing processesNon-discrimination testing (ADP/ACP, coverage, top-heavy, etc.)Correction methods for failed tests (e.g., refunds, QNECs, recharacterizations)Assist TPAs and internal teams with product-related questions, operational issues, and compliance escalationsMonitor deadlines and follow up proactively to prevent compliance or filing delaysIdentify trends or recurring issues and work with internal stakeholders to improve processes and documentationMaintain clear records of communications, issues, and resolutionsContribute to training materials, partner documentation, and process improvements as neededQualifications & Experience3+ years of experience in retirement plan administration, TPA support, recordkeeping, or a related roleKnowledge of:Form 5500 filing requirements and timelinesNon-discrimination testing rules and correction methodsERISA and qualified retirement plan fundamentalsExperience working directly with TPAs, advisors, or 3(16) fiduciary service providersPrior client-facing or relationship management experienceAbility to explain complex compliance topics clearly to both technical and non-technical audiencesHighly organized with strong attention to detail and deadline managementComfortable managing multiple partners and priorities simultaneouslyA college degree is great but not required. What is more important is having the skills to do the job. Other acceptable experiences could include:Experience noted above, ORMilitary Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you developed and are excited to provide an environment where you can continue to make a meaningful impact.Job RequirementsPreferred QualificationsFamiliarity with EFAST2 and common TPA systemsExposure to operational compliance corrections and IRS/DOL programsSkills & CompetenciesStrong communication and relationship-building skillsAnalytical mindset with practical problem-solving abilityCollaborative, service-oriented approachAbility to work independently while coordinating across teams#LI-AJ1#LI-HybridJob DetailsJob Type: Full-TimeSalaried: Salaried