Employee Benefit Plan Advisor

Responsibilities

• Develop and implement marketing strategies designed to expand KPM’s retirement plan administration service line, including participation in relevant networking functions, such as conferences, events, etc.
• Engage internal marketing for branding, standardization of client-facing documents, and overall marketing opportunities, including speaking engagements; present client and participant education opportunities in-person and virtually
• Develop ongoing and time-relevant industry related content including upcoming regulatory topics and changes impacting retirement landscape and planning
• Serve as a point-of-contact for employee questions regarding their plan; have a thorough understanding of each plan’s individual documents and help ensure compliance with ERISA and other applicable rules & regulations
• Administer daily retirement plan activities on behalf of client participants
• Enroll employees in the plan, process contributions and coordinate with each plan’s investment manager
• Process participant distribution and hardship requests
• Support plan compliance including mandatory action such as fee disclosure notices, qualified default investment choice, summary plan descriptions, etc.
• Prepare IRS Form 5500, including working with third-party vendors as required to meet filing deadlines
• Review and balance total contributions for all clients annually for non-discrimination testing
• Other duties or projects as deemed necessary

Qualifications

• 5+ years client-service/account manager experience
• 5+ years 401(k) administration experience
• Bachelor's degree in business related field
• Proven business development experience
• Excellent verbal & presentation skills
• Specialized knowledge of ERISA, IRS & DOL rules & regulations governing 401(k) plan administration
• High level of adaptability & flexibility to meet the changing needs of the business
• Attentive to details & strong follow-up skills
• Able to protect & maintain confidential information
• Strong interpersonal skills with a client-based focus
• Excellent written communication skills