Overview
Boon has an exciting career opportunity for a Retirement Plan / 401k Account Manager. The Account Manager for Retirement Plans/401k is responsible for Day-to-Day service and client retention for a Wealth Management and Retirement Plan book of business. The Account Manager for Retirement Plans/401k will also supervise members of the Retirement Administration team.
At Boon, an Accretive company, we specialize in designing innovative fringe benefit solutions to meet the unique needs of government contractors. Our “3 Cs” approach to benefits for government contractors, allow us to create products that are compliant, cost-effective, and, above all, competitive. For more information about us, please visit www.boongroup.com.
What You'll Do
- Provide comprehensive meeting follow-up for clients and team members.
- Manages the day-to-day operations of the retirement department.
- Issue, bind, compose and proofread financial reports and investment reviews as well as meeting materials.
- Respond and deliver client and internal requests in a prompt and attentive manner.
- Responsible for special projects.
- Responsible for assisting clients with 5500 data collection and filing.
- Recognize financial terminology and understand market impacts.
- Compose client correspondence.
- Demonstrate strong problem-solving abilities to address issues.
- Foster a good working relationship with clients either through direct contact or in support of client needs.
- Preparing meeting schedules and call agendas for clients
- Display logical, work-oriented, and analytical thought processes.
- Other duties as assigned.
What You'll Need
- Minimum of 5+ years' experience in the employee benefits/retirement industry (specifically 401k) required.
- Bachelor's degree in business, marketing, engineering or equivalent education and experience required.
- This role will need to be Securities 65 licensed, or willing to get licensed in 90 days (with our support).
- 3 years of management experience required.
- Ability to handle multiple projects and implementations with varying deliverables.
- Excellent organizational skills and the ability to effectively prioritize in a busy work environment.
- Proven leadership skills and the ability to drive retirement teams.
- Thorough knowledge of Employee Retirement Income Security Act (ERISA) law required.
- Expert computer skills with Microsoft Office (Word, Excel, Outlook, and PowerPoint) and the Internet.
What's in it For You?
- Competitive base salary.
- Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
- Company match 401(k) plan – 50% up to 6%!
- Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
- Pet benefits & discounts.
- Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout Accretive.
Grow, with us
Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.
Accretive is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We are proud to be one of the largest brokers in the country, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!