Retirement Plan Account Manager
for Johnson & Dugan
in San Bruno, CA

Client Relationship Manager /Pension Services Department

Johnson & Dugan is seeking an Account Manager for its Retirement Plan Group in San Bruno, CA. We are looking for someone who will thrive in the fast paced environment of a smaller company and enjoy having multiple responsibilities. Our pension services department works with employer-sponsored qualified defined contribution plans, with an emphasis on 401(k) plans.

The Account Manager is the primary point of contact for clients. In this role, you will be responsible for overall client satisfaction and will coordinate all parts of a client’s retirement program with the exceptional customer service and technical standards that Johnson & Dugan delivers to its clients.

A successful candidate for this position will be innovative, self-motivated, efficient and enjoy autonomy but be collaborative. You should enjoy both the strategic and detail involved with managing clients’ retirement programs.

Examples of specific activities that will be performed in this position are:

• Client and service provider relationship management
• Form strategies for a client’s 401(k) retirement program relating to compliance, investments, operations and employee communication
• Implementation and project management for requests for proposals and service provider conversions
• Train retirement plan committees and employee benefits personnel on fiduciary responsibilities, ERISA compliance requirements, plan operations and investments
• Analyze investment options and make recommendations for Clients’ plans
• Prepare trustee level reports on plan and investment performance
• Prepare benchmarking studies of plan design, plan investments and plan costs
• Facilitate and lead client meetings
• Conduct employee education meetings

Position Qualifications:

• Bachelor’s college degree or an equivalent combination of training and experience
• Have a minimum of 3-5 years of experience with 401(k) plans
• Have an understanding of compliance testing (including ADP/ACP discrimination testing, top heavy, IRS Code sections 402(g) and 415) and Form 5500 preparation
• Have an understanding of different types of qualified plan designs and what would be suitable for different employer types and employee demographics
• Superior communication and interpersonal skills; a self-starter
• Ability to speak in front of groups
• Ability to work cross-departmentally to ensure client expectations are met
• Knowledge of retirement plan industry, ERISA law and regulations
• Understand mutual funds, asset classes, and basics of how to compare and assess mutual funds
• Insurance and securities licenses (series 6, 7, 63, 65, 66) (If you are not licensed you must commit to becoming licensed within the first 90 days of employment.)
• Industry designations/ (ASPPA, NIPA, investment-related, etc.) a plus
• Prior experience with Morningstar investment system or retirement plan advisory group tools a plus

Compensation: Commensurate with experience. We offer a very competitive compensation plan, including a comprehensive benefits plan and 401(k) plan. Position is open immediately.

Interested? Want Johnson & Dugan to know? If so, send us your résumé. There are 2 different options available:

• E-mail your résumé in ASCII text format through the contact us section on this website.
  (Please note job title of the position(s) you are applying for)
  
  
• Mail your résumé to:
  Johnson & Dugan
  Insurance Services Corporation
  Attn: Mike Johnson
  900 Cherry Avenue, 4th Floor
  San Bruno, CA 94066