Position Summary

We 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 Responsibilities

Act as the main liaison between the company and assigned TPAs and 3(16) fiduciary partners
Support plan administration workflows, ensuring timely and accurate coordination with external partners
Provide subject-matter support related to:
- Form 5500 preparation, review, and filing processes
- Non-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 escalations
Monitor deadlines and follow up proactively to prevent compliance or filing delays
Identify trends or recurring issues and work with internal stakeholders to improve processes and documentation
Maintain clear records of communications, issues, and resolutions
Contribute to training materials, partner documentation, and process improvements as needed

Qualifications & Experience

3+ years of experience in retirement plan administration, TPA support, recordkeeping, or a related role
Knowledge of:
- Form 5500 filing requirements and timelines
- Non-discrimination testing rules and correction methods
- ERISA and qualified retirement plan fundamentals
Experience working directly with TPAs, advisors, or 3(16) fiduciary service providers
Prior client-facing or relationship management experience
Ability to explain complex compliance topics clearly to both technical and non-technical audiences
Highly organized with strong attention to detail and deadline management
Comfortable managing multiple partners and priorities simultaneously

A 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, OR
Military 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.

Qualifications

Preferred Qualifications

Familiarity with EFAST2 and common TPA systems
Exposure to operational compliance corrections and IRS/DOL programs

Skills & Competencies

Strong communication and relationship-building skills
Analytical mindset with practical problem-solving ability
Collaborative, service-oriented approach
Ability to work independently while coordinating across teams

ADP

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