3 (16) Relationship Manager

Job description

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 an...