401(k) Account Manager

in Peoria, IL / Telecommute option available for qualified candidates

What you will do...

  • Maintain a caseload of Plans with approximately $400,000 - $750,000 of annual revenue and a required retention rate of 95% (+/-).
  • Continually develop and solidify working relationships with Plan Sponsors, Intermediaries and other pertinent parties.
  • Monitor and review day-to-day plan activity to ensure operational accuracy and proactive communication with Plan Sponsors, Intermediaries and other pertinent parties.
  • Provide timely and accurate answers to inquiries from Plan Sponsors, Intermediaries and other pertinent parties.
  • Remain current with industry technical knowledge toward the responsibility for operational accuracy and the ability to recommend process improvements.
  • Coordinate with Recordkeeping Team personnel as needed to prepare accurate reports and statements in accordance with company standard turnaround time.
  • Routinely work with and be responsible for the ongoing training of team members at the direction fo the Team Leader.

What we seek...

  • Specialized knowledge of current ERISA regulations
  • Two to three years' experience as a proven Account Manager or three years minimum equivalent experience in related field
  • College Degree or equivalent experience
  • Proficiency in Microsoft Office software
  • Proficiency in industry-specific software
  • Ability to independently organize and prioritize tasks
  • Strength in problem analysis and problem resolution
  • Excellent interpersonal and communication skills
  • In-depth understanding and applicable knowledge of all ABG products
  • Advanced designation (either ARPS or QKA) highly desirable.


ABG Retirement Plan Services (ABG) is a regional service office of one of the largest retirement plan administration organizations in the country. (More)

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