Equitable · 7 hours ago
Retirement Plan Account Manager (HYBRID)
Syracuse, NY
Full-time
Hybrid
Entry, Mid Level
$48K/yr - $60K/yr
2+ years expEquitable is a company dedicated to helping clients achieve financial well-being. They are seeking a Retirement Plan Account Manager to provide comprehensive support to retirement plan sponsors and advisors, ensuring effective communication and compliance with regulations.
BankingConsultingFinancial Services
Responsibilities
Provide day to day plan administration support to plan sponsors, advisors, and Third-Party Administrators, acting as liaison between plan sponsors and various internal groups
Ensures response to all inquiries via email and toll-free incoming calls within SLA. Responds to inquiries on a variety of issues supporting day to day plan administration. i.e.: contribution processing, plan amendments, withdrawal/loan provisions
Able to interpret and articulate basic retirement plan provisions from plan documents, summary plan documents, and related plan materials to assist plan sponsor with ensuring accuracy and compliance with regulations
General understanding of product, fees, systems, and applicable IRS and DOL regulations
Responsible for promoting collection and completion of compliance testing. Works with clients to resolve basic operational or compliance issues
Provide Employer Plan website support for new plan web walkthroughs, ongoing Plan, FP and TPA support. Knowledgeable of web features, reporting functionality and online capabilities
Provides support to case resolution services such as review, investigate, analyze and recommend resolution to complex service inquires including customer complaints in accordance with regulatory agency (SEC, NASD, and State Insurance Dept.) guidelines, legal requirements as required
Communicate with clients, management, and legal counsel on potentially litigious situations
Must support incoming toll-free inquiries minimum of 75% per day
One late night required per week – regularly scheduled, service is open until 7pm ET M-Th, 5pm ET Fri
Qualification
Required
Associates Degree
2+ years of customer experience working in fast paced environment
Microsoft Office Suite with focus on Excel
Demonstrated written and verbal communication skills
Ability to problem solve independently
ASPPA Retirement Plan Fundamentals coursework required. This course must be taken and passed within 12 months of hire date
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
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