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Relationship Manager job at Valley Forge Financial Group, Muncy

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Relationship Manager, TPA Services


Here at Valley Forge we value community, integrity, responsibility and a spirit for learning. If you are excited about helping people by utilizing your best skills, and are seeking a family-first, professional firm, staffed with some of the strongest talent in the tri-state area, please consider us for your next opportunity. We’d love to hear from you!

 

Job Summary: Oversee the day-to-day management of retirement plan administration in conjunction with Plan Sponsors.

 

Essential Duties and Responsibilities include the following (other assignments, projects and duties may be

assigned):

  • Decipher financial statements and reconcile activity
  • Eligibility and vesting determination
  • Contribution calculations
  • Non-discrimination testing and calculation of corrective refunds
  • Prepare annual government forms and compliance programs
  • Analyze and interpret plan documents and regulations
  • Address service issues by being proactive in problem solving and resolution support
  • Research regulations and other IRS/DOL guidance to ensure compliance with regulations
  • Assist plan participants with questions both by phone and in writing
  • Assist plan sponsor with verifying loan limitations, hardship qualifications, benefit calculations and Qualified Domestic Relations Orders are complete and in compliance with plan documents
  • Coordination and submission of materials related to the annual 401(k) plan audit
  • Maintain internal program to track project tasks to ensure accurate management reports
  • Maintain current knowledge of ERISA and other related IRS and DOL regulations
  • Contributes to the development and improvement of established procedures, process documentation and procedural checklists required for the administration and communication of the retirement plans


Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Education and Experience:

  • Minimum of two plus years of post-secondary degree and/or comparable work experience in related business field.
  • Strong math, writing, and verbal communication skills
  • Strong organizational skills (of physical & digital data)
  • Ability to learn new & changing systems
  • Ability to set priorities, adjust workflow and meet deadlines while providing quality customer service to clients
  • Proficiency in Microsoft Office
  • Proven ability to practice discretion in confidential matters


Summary of Benefits:

  • Unlimited vacation under our generous open paid time off policy, coupled with the attitude “when you’re away, you’re away!” so each employee can refresh when they take time off
  • 100% paid medical benefits for single coverage, with an annual contribution of $3,000 to the employee owned HSA, which vests immediately upon contribution
  • Employer sponsored 401k plan, employer match of 50% of up to 6% employee deferrals which vests immediately upon contribution
  • Flexible work environment with a hybrid schedule of 4 in-office days, and 1 remote day per week
  • Mandatory 4 week, fully paid sabbatical for employees upon 10 year anniversary, 6 weeks for each subsequent 10 year anniversary
  • Focus on continuous training and education, including tuition reimbursement
  • Company sponsored charitable giving fund, matching employee charitable contributions up to $500 annually, in addition to supporting causes our employees are passionate about
  • 10 paid company holidays each year – following the NYSE holiday schedule
  • Awarded Best Places to Work in PA two years in a row (2020 and 2021)
  • Being a meaningful member of our growing, and constantly evolving team, where we take pride in each other and the service we provide to our clients, supporting each other with compassion, respect and enthusiasm for success


Company:

Valley Forge Financial Group was founded in 1967 to assist business owners and their families with life insurance analysis, along with robust estate and wealth transfer planning. Some 50 plus years later, our organization has grown to serve hundreds of clients, providing professional services in the following areas:

  •  Life Insurance and Estate Planning
  • Wealth Management and Investment Advisory Services for Individual and Institutional Investors
  • Private Equity and Private Real Estate Investments
  • Third-Party Qualified Retirement Plan Design, Administration and Compliance
  • Multi-generational Family Office Services


Our team of professionals serves a national clientele, with an emphasis on lasting relationships.


Job country: United States

City: Muncy

Category: Financial Services

Location: Muncy, PA, United States

Job posted 2022-05-22

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