Risk Strategies Company ยท 2 hours ago
401k Account Manager
New York, NY
Full-time
Hybrid
Senior Level
$65K/yr - $120K/yr
5+ years expRisk Strategies Company is a leading privately held US brokerage firm specializing in risk management and insurance services. They are seeking a Senior 401(k) / Retirement Plan Account Manager to manage a portfolio of clients, ensuring compliance with ERISA regulations and providing exceptional service to plan sponsors and participants.
ConsultingFinanceFinancial ServicesInsuranceInsurTech
Hiring Manager
Andrew Bruno
Responsibilities
Manage workflows and communications for retirement plan Trustees and Participants
Develop analysis on retirement options and performance
Prepare client presentations and reporting
Attend client enrollment and ongoing support meetings
Serve as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans
Act as liaison between plan sponsors and various internal groups
Promote customer satisfaction through effective service delivery
Ensure prompt and effective response to all plan sponsor inquiries
Respond to plan sponsor's requests on a variety of issues, including plan amendments
Understand the product, systems, and applicable IRS and DOL regulations
Assist with compliance testing
Qualification
Required
5+ years of experience working with or servicing 401(k)s & Retirement plans
4-year Bachelor's Degree
Strong attention to detail
Deep understanding of ERISA regulations and fiduciary responsibilities
Benefits
Medical
Dental
Vision
Disability
Life insurance
Retirement savings
Paid time off
Paid holidays
Company
Risk Strategies Company
RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.
5001-10000 employees
H1B Sponsorship
Risk Strategies Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)
2023 (4)
2022 (3)
2021 (3)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-07Acquired
Leadership Team
Jeff M. Clinkscales
SVP, West Region Private Client Leader
Lawrence Hartley
Senior Vice President
Recent News
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