Description:

The team leader is responsible for providing guidance and leadership to a team of Client Relationship Managers for the purpose of achieving high quality customer service.

Responsibilities:

• Serve as primary contact for a team of Client Relationship Managers
• Manage activities for assigned clients within TRA compliance standards, communicating technical information effectively with internal and exte...

Responsible for actively monitoring the processing queues, independently performing daily transactions within a team atmosphere and ensuring these transactions are processed in compliance with IRS & ERISA guidelines as well as the applicable plan document provisions.

Description:

Provide timely and accurate compliance and government form production support to TRA’s Defined Contribution Plan clients, and the internal Client Relationship Managers.  Partner with TRA Internal Sales and external Plan Advisors, to satisfy the needs of our Plan Sponsors.

Responsibilities:

• Oversee compliance activities for assigned Defined Contribution by executing compliance work and Form 5500 production ...

Description:

Serve as the primary Client Relationship Manager for a segment of qualified retirement plans. Partner with other TRA departments and external plan advisors to satisfy the needs of our plan sponsors with the primary goal of building lasting, value driven, client relationships by providing an exceptional customer service experience

Responsibilities:

• Promote client retention and identify opportunities to buil...

Description:

Serve as the primary Actuary for a segment of qualified retirement plans. Partner with other TRA departments and external plan advisors to satisfy the needs of our plan sponsors with the primary goal of building lasting, value driven, client relationships by providing an exceptional customer service experience

Responsibilities:

• Expert technical and research skills regarding retirement programs, compliance,...

Description:

The manager reports directly to the Director of Plan Administration, and is responsible for establishing and executing short, medium and long-term strategies, goals and improvements of the business unit that reduce costs, ensure timely and accurate customer service. In addition, the manager will direct a team of client service professionals responsible for providing proactive and consultative plan administration guidance and support.