Austin, Texas, United States · Remote OK
Job DetailsJob Location: Austin Corporate HeadQuarters - Austin, TX 78726Position Type: Full TimeTravel Percentage: NegligibleJob Shift: DayRetirement Plan Installation and Plan Document Manager job overview The Retireme…
Skills: Retirement plan administration, Plan document creation, Relius, FT William, PensionPro
Austin, Texas, United States • Remote OK
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The manager is responsible for overseeing the installation and conversion of retirement plans, including drafting documents and coordinating with internal teams and clients. They serve as the primary point of contact to ensure accurate, compliant, and timely plan implementation from sale through the first deposit.
Candidates should have at least 3 years of experience in qualified retirement plan administration and proficiency with Relius and FT William software. A bachelor's degree is preferred, and strong organizational and communication skills are essential for managing multiple concurrent projects.
Job DetailsJob Location: Austin Corporate HeadQuarters - Austin, TX 78726Position Type: Full TimeTravel Percentage: NegligibleJob Shift: DayRetirement Plan Installation and Plan Document Manager
job overview
The Retirement Plan Installation and Document Manager is responsible for managing all aspects of installing new retirement plans- including Start-Up Plans, Takeover Plans, and conversions of existing plans transitioning to the firm. This includes drafting new plan documents, coordinating with internal teams and recordkeeping partners, and serving as the primary point of contact for clients and advisors throughout the installation process. This role ensures smooth, accurate, and compliant implementation from point of sale through the first deposit. The Retirement Plan Installation and Documents Manager leads client installation calls, sets expectations, and ensures every plan is installed accurately in the firm's systems and across partner platforms. This position includes ongoing document and amendment support. This is a remote or in person position that requires strong communication skills, industry knowledge, and exceptional attention to detail.
How will you demonstrate our values and positively impact our business?
Manage all aspects of installation and conversion projects, from document collection to first contribution
Serve as the primary contact for clients, advisors, and recordkeeping partners during the implementation process
Identify and consult with clients on solutions to ease the operation and administration of the retirement plan
Participate in and coordinate installation related calls with clients, advisors, and internal partners to review plan setup, document provisions, responsibilities, and key deadlines.
Establish new plans and create plan amendments using Relius and FT William Plan document systems in an accurate and timely manner
Review and prepare Plan Document comparison assessments, as needed
Generate all required regulatory notices and work with distribution partners for fulfillment
Collaborate cross-functionally with internal departments (e.g., compliance, sales, operations, and client services) to ensure aligned processes and outcomes
Work directly with clients on amendment requests, regulatory document amendments, and document related special projects
Communicate effectively with Relationship Managers and/or Sales regarding any missing or incomplete data on the installation paperwork
Ability to work and communicate effectively across all areas within the organization
Strong organizational skills with the ability to manage multiple concurrent installation and document projects
Assist leadership in improving and streamlining the plan installation process
Maintain Client files and the Plan Document Library to be sure all Documents are current and up to date and saved
Participate in continuous improvement of installation systems, procedures, and service quality
Expand expertise and role by seeking ways to help leaders and team members with special projects
Desire to manage a small team
In-depth knowledge of retirement plan design and administration
Develop expertise relative to internal systems and processes used to install new plans
Develop and maintain a strong knowledge of the Relius and FT William Document systems to help improve the Client experience
Develop an understanding of retirement plan pricing and fee schedules to ensure accurate plan set up
Stay up to date on regulatory changes and retirement industry trends to ensure compliant and informed installation and ongoing document practices
Problem-solving mindset with sound judgment and discretion under pressure
Develop and maintain a strong knowledge of PensionPro to track and document the installation process, including project creation and reporting
Confirm and validate the accuracy of plan setup in internal systems and across external platforms
Thoroughly document all responsibilities, processes, and procedures
Proactively follow up with all plan team members regarding outstanding issues related to installation or plan amendments
Experience with Relius and FT William software strongly desired
Proficiency in Microsoft Office Suite, especially Excel, Word, Outlook, and Teams
Strong familiarity with industry software such as Pension Pro a plus
Excellent verbal and written communication skills, including the ability to clearly explain complex provisions to clients.
Keen attention to detail with a high degree of accuracy
Self-motivated and driven
Team oriented but also able to work independently
Able to shift and prioritize work as needed
ASPPA or NIPPA designation highly desired
Bachelor’s degree preferred; can be substituted for relevant experience
Minimum 3 years’ experience with Qualified Retirement Plan administration, including Plan Document creation
Experience drafting retirement plan documents
Experience with high-touch client service and multiple recordkeeping platforms
Additional details
Job Type: Full-time/Remote optional
Occasional travel for company meetings or industry events is required
Standard Office Work Hours 8:00 – 5:00 PM, Monday – Friday, Occasional additional hours may be necessary based on installation volume or deadlines
QualificationsFringe Benefit Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Revolutionizing benefit solutions for 40 years by designing innovative solutions that empower employees.
Fringe Benefit Group is a dynamic company that specializes in crafting customized benefit programs for #HourlyWorkers and #GovernmentContractors. Our commitment to excellence, innovation, and integrity has positioned us as a leader in prevailing wage and hourly benefit solutions. Follow: @theamericanworker and @thecontractorsplan for more!
Offices: 11910 Anderson Mill Road, Austin, TX 78726, US
Revolutionizing benefit solutions for 40 years by designing innovative solutions that empower employees.
Fringe Benefit Group is a dynamic company that specializes in crafting customized benefit programs for #HourlyWorkers and #GovernmentContractors. Our commitment to excellence, innovation, and integrity has positioned us as a leader in prevailing wage and hourly benefit solutions. Follow: @theamericanworker and @thecontractorsplan for more!
Offices: 11910 Anderson Mill Road, Austin, TX 78726, US
