Retirement Plan Relationship Manager – 3(16) Services
We're seeking a dedicated individual with 5-7 years of experience qualified plan administration, compliance, or relationship management to join our Relationship Management team. You'll play a pivotal role in providing exceptional customer service, all while embracing our empathetic and growth-driven culture at The Finway Group.
What You'll Do
Act as the main point of contact for a portfolio of 3(16) fiduciary clients. By managing identified aspects of delegated fiduciary responsibilities, including contribution monitoring, delivery of participant notices, but not limited to.
Participate in regular plan governance and fiduciary review meetings with sponsors and advisors.
Partner with internal teams to ensure timely and accurate execution of fiduciary actions.
Maintain eligibility, contribution files, participant notice delivery to support ERISA compliance through Pension Pro documentation.
Provide assistance with employee data during the process of plan transitions, mergers, or terminations as the 3(16) fiduciary administrator.
Assist with annual audit responses as required.
Recordkeeper maintenance; add new employee information, termination date, but not limited to.
Ability to manage emails and overall customer and participant communications within a timely manner.
What You'll Bring
Demonstrate success of managing 75-100 plans/relationships
Experience high volume in a customer relationship driven environment. High attention to detail and strong organizational skills; able to manage multiple clients and priorities.
Experience in multitasking and frequent ability to pivot priority.
Strong working knowledge of plan operations (eligibility, loans, distributions, compliance testing, and filings).
Bachelor's degree in Business, Finance, Accounting, or related field.
5–7+ years of experience in qualified plan administration, compliance, or fiduciary management.
Prior experience with a TPA or recordkeeper is helpful.
Excellent interpersonal, written, and verbal communication skills.
High attention to detail and strong organizational skills; able to manage multiple clients and priorities.
Proficiency with industry software (Pension Pro, FT William, Empower, Voya, but not limited to) and Excel-based plan reporting.
About Us
The Finway Group is a Third-Party Administration (TPA) firm specializing in 401(k) plan administration, compliance, and consulting for retirement plans. Build your career where expertise meets empathy. The Finway Group empowers professionals to grow, contribute, and make a lasting impact through meaningful work, continuous development, and a people-first culture.
Benefits
People First: We cover 100% of your health, dental, life, and short-term disability premiums. Plus, we contribute $1,200 annually to your HSA.
Secure Future: Enjoy a 3% company contribution to your 401(k).
Time to Recharge: Start with 18 days of paid time off, which grows with your time here. We also throw in six paid holidays and two floating holidays.
Path to Success: Be part of our rapid business growth with opportunities for career advancement.
Work-Life Balance: Flexible hours within industry standards ensure you can maintain a healthy balance.
Pay Transparency
$45,000-$55,000
EEO Statement
We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Suitability Statement
Any offer of employment is contingent upon the successful completion of a background check conducted after a conditional offer has been made, consistent with applicable federal, state, and local laws. A criminal history will not automatically disqualify a candidate from employment. We consider the nature of the offense, the time elapsed, and its relevance to the position.
E-Verify Employer The Finway Group participates in E-Verify and complies with all federal requirements regarding employment eligibility verification. We are an Equal Opportunity Employer and consider all qualified applicants without regard to protected characteristics.
What You'll Do
Act as the main point of contact for a portfolio of 3(16) fiduciary clients. By managing identified aspects of delegated fiduciary responsibilities, including contribution monitoring, delivery of participant notices, but not limited to.
Participate in regular plan governance and fiduciary review meetings with sponsors and advisors.
Partner with internal teams to ensure timely and accurate execution of fiduciary actions.
Maintain eligibility, contribution files, participant notice delivery to support ERISA compliance through Pension Pro documentation.
Provide assistance with employee data during the process of plan transitions, mergers, or terminations as the 3(16) fiduciary administrator.
Assist with annual audit responses as required.
Recordkeeper maintenance; add new employee information, termination date, but not limited to.
Ability to manage emails and overall customer and participant communications within a timely manner.
What You'll Bring
Demonstrate success of managing 75-100 plans/relationships
Experience high volume in a customer relationship driven environment. High attention to detail and strong organizational skills; able to manage multiple clients and priorities.
Experience in multitasking and frequent ability to pivot priority.
Strong working knowledge of plan operations (eligibility, loans, distributions, compliance testing, and filings).
Bachelor's degree in Business, Finance, Accounting, or related field.
5–7+ years of experience in qualified plan administration, compliance, or fiduciary management.
Prior experience with a TPA or recordkeeper is helpful.
Excellent interpersonal, written, and verbal communication skills.
High attention to detail and strong organizational skills; able to manage multiple clients and priorities.
Proficiency with industry software (Pension Pro, FT William, Empower, Voya, but not limited to) and Excel-based plan reporting.
About Us
The Finway Group is a Third-Party Administration (TPA) firm specializing in 401(k) plan administration, compliance, and consulting for retirement plans. Build your career where expertise meets empathy. The Finway Group empowers professionals to grow, contribute, and make a lasting impact through meaningful work, continuous development, and a people-first culture.
Benefits
People First: We cover 100% of your health, dental, life, and short-term disability premiums. Plus, we contribute $1,200 annually to your HSA.
Secure Future: Enjoy a 3% company contribution to your 401(k).
Time to Recharge: Start with 18 days of paid time off, which grows with your time here. We also throw in six paid holidays and two floating holidays.
Path to Success: Be part of our rapid business growth with opportunities for career advancement.
Work-Life Balance: Flexible hours within industry standards ensure you can maintain a healthy balance.
Pay Transparency
$45,000-$55,000
EEO Statement
We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Suitability Statement
Any offer of employment is contingent upon the successful completion of a background check conducted after a conditional offer has been made, consistent with applicable federal, state, and local laws. A criminal history will not automatically disqualify a candidate from employment. We consider the nature of the offense, the time elapsed, and its relevance to the position.
E-Verify Employer The Finway Group participates in E-Verify and complies with all federal requirements regarding employment eligibility verification. We are an Equal Opportunity Employer and consider all qualified applicants without regard to protected characteristics.