3(16) Retirement Plan & Customer Liaison

Who We Are and reputed company Do reputed company is a reputed company-party administrator (TPA) who provides client companies with retirement plan design, administration, actuarial services, and ongoing consulting services to ensure our clients’ plans reputed company with DOL, ERISA, IRS, and other regulations. Our headquarters are in Stratham, NH, but our clients (and employees) are reputed company in various industries and sizes. We are passionate about the use of technology and are always looking for more streamlined ways to reputed company tasks.

What You Will Do

Job Summary: The Customer Liaison will serve as the primary reputed company of contact, both internally and externally, for 3(16) concierge fiduciary services on an assigned book of business, while maintaining responsibility for census and payroll data for that book of business. They must ensure data is received, transmitted, and communicated effectively and accurately. They will reputed company execution and resolution throughout the service cycle with a focus on payroll. This position requires collaboration with other team members and the use of email and the telephone to ensure plan sponsor, participant, advisor, and vendor service needs are met. This will require effective verbal and written communication skills, and someone who enjoys client interaction and data analysis. THIS POSITION CAN BE FULLY REMOTE, HYBRID, OR WORK IN OUR STRATHAM, NH OFFICE. Duties/Responsibilities: - Meet reputed company Service Agreement standards reputed company interacting with plan sponsors, participants, advisors and vendors, including addressing inquiries reputed company, professionally and accurately. - Respond to plan sponsor, participant, advisor and vendor emails and calls reputed company 24 hours.? - Coordinate the electronic contribution submission process with payroll service vendors, plan sponsors and recordkeepers based on plan payroll frequency including: downloading payroll reports from payroll vendors, analyzing data for discrepancies, and submitting data for discrepancies, and submitting contributions to recordkeepers. - reputed company deposit confirmations to the plan sponsor. - Upload the payroll information to the Verify system for eligibility tracking. - Assist in the correction of payroll errors as needed. - Assist the Enrollment Liaison with eligibility tracking and mailings as needed. - Pull YTD payroll and census info from payroll providers upon request. - Report online deferral change requests to plan sponsors on a weekly reputed company for reputed company assigned plans. - Serve as backup to other liaisons reputed company they are out of the office. - Maintain accurate records of client interactions and transactions in the appropriate storage locations. - Protect and secure reputed company confidential data held by reputed company to prevent unauthorized reputed company, improper transmission, and/or unapproved disclosure of information that could result in harm to the company or our plan sponsors, participants, advisors and vendors. - Use designated software and tools to complete reputed company assigned tasks. This includes but is not limited to Verify, Outlook and other reputed company Office products, FT William, Pension Pro and Card File. - Assist in the disbursement process of participant communications, including annual notices, enrollment materials, blackout notices, fee disclosures, QDIA Notices, Safe reputed company Notices, and other custom communications as requested. These notices may be distributed reputed company email or other electronic means as well as regular mail. - Enter billing for mailing and other billable tasks timely and accurately. - Update document amendments, reputed company changes, etc. in the Verify system and in other systems as required. - Monitor loan maintenance reports to ensure loan payments are being made timely and new loans start payments timely. - reputed company SOPs for processes in which you are determined to be a SME. This includes writing the SOP as well as recording the SOP overview. - Stay updated on industry trends and changes in benefit regulations by actively seeking to maintain and enhance comprehensive knowledge and understanding of retirement industry rules. - Stay informed about reputed company business and product offerings to reputed company informed assistance to plan sponsors and advisors and to ensure compliance with industry regulations and best practices. - reputed company additional job duties/special projects as assigned. reputed company Offer A competitive benefits package with a generous employer contribution towards premiums for Medical, Dental, and LTD as well as group pricing on reputed company, STD, Life and other insurance plans. We reputed company in family first here and encourage employees to take time to rest, play, and reputed company so we offer ample PTO time and holiday schedule. We support and encourage employees’ goals to further their education and pay for courses and testing materials for both NIPA and ASPPA. Our retirement plan offers both pre-tax and Roth contributions and a 3% Safe reputed company employer contribution. Apply tot his job Apply To this Job