Retirement Plan Account Manager (HYBRID OR REMOTE)
Equitable, Syracuse, New York, United States
Overview
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives. Equitable is looking for a Retirement Plan Account Manager to support our Silver Tiered Retirement Plan Advisors and Plan Sponsors. We are committed to delivering the highest level of support, ensuring that we meet the unique needs of our valued clients.
The base salary range for this position is $48,000 - $60,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
Responsibilities
Provide day-to-day plan administration support to plan sponsors, advisors, and Third-Party Administrators, acting as liaison between plan sponsors and various internal groups.
Ensure response to all inquiries via email and toll-free incoming calls within SLA. Respond to inquiries on issues supporting day-to-day plan administration (e.g., contribution processing, plan amendments, withdrawal/loan provisions).
Interpret and articulate basic retirement plan provisions from plan documents, summary plan documents, and related materials to assist plan sponsors with accuracy and regulatory compliance.
General understanding of product, fees, systems, and applicable IRS and DOL regulations.
Promote collection and completion of compliance testing; work with clients to resolve basic operational or compliance issues.
Provide Employer Plan website support for new plan walkthroughs, ongoing Plan, FP and TPA support; knowledgeable of web features, reporting functionality, and online capabilities.
Support case resolution services, including review, investigation, analysis, and recommendation of resolution to complex service inquiries and customer complaints in accordance with regulatory guidelines (SEC, NASD, and State Insurance Dept.) as required.
Communicate with clients, management, and legal counsel on potentially litigious situations.
Support incoming toll-free inquiries, minimum 75% per day.
One late night required per week; regularly scheduled, service is open until 7pm ET M–Th, 5pm ET Fri.
Must complete ASPPA Retirement Plan Fundamentals coursework within 12 months of hire date.
Location & Schedule This position offers a flexible work schedule: it may be fully remote or hybrid. If you are located near one of our offices (e.g., Charlotte, NC; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.
What You Will Bring — Qualifications
Associates Degree
2+ years of customer experience in a fast-paced environment
Microsoft Office Suite with focus on Excel
Demonstrated written and verbal communication skills
Ability to problem solve independently
ASPPA Retirement Plan Fundamentals coursework (required within 12 months of hire)
Skills
Communicating Complex Concepts:
Ability to explain complex technical concepts in clear, audience-appropriate language.
Customer Support Function:
Knowledge of major responsibilities and effective inquiry handling to resolution.
Listening:
Effective listening to gather and apply information while engaging with the speaker.
Managing Multiple Priorities:
Ability to manage concurrent objectives and priorities.
Problem Solving:
Ability to recognize, anticipate, and resolve problems; apply appropriate approaches.
Relationship Building:
Develop trusting relationships by valuing others’ concerns and contributions.
Telephone-Based Customer Servicing:
Handling customer inquiries and responses via telephone.
Benefits For eligible employees, Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below: Equitable Pay and Benefits: Equitable Total Rewards Program.
About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We invest in our people with growth opportunities, internal mobility, comprehensive compensation and benefits to support well-being, flexibility, and a culture of collaboration and teamwork.
Equitable is committed to equal employment opportunities. We consider applicants based on individual qualifications without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by law. E-Verify participation: Equitable.
If reasonable accommodation is needed to participate in the job application or interview process or to perform essential job functions, please contact Human Resources at (212) 314-2211 or email TalentAcquisition@equitable.com.
Locations Primary Location: UNITED STATES-NY-Syracuse
Other Locations: UNITED STATES-Remote, UNITED STATES-NC-Charlotte
Organization: Equitable
Schedule: Full-time
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The base salary range for this position is $48,000 - $60,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
Responsibilities
Provide day-to-day plan administration support to plan sponsors, advisors, and Third-Party Administrators, acting as liaison between plan sponsors and various internal groups.
Ensure response to all inquiries via email and toll-free incoming calls within SLA. Respond to inquiries on issues supporting day-to-day plan administration (e.g., contribution processing, plan amendments, withdrawal/loan provisions).
Interpret and articulate basic retirement plan provisions from plan documents, summary plan documents, and related materials to assist plan sponsors with accuracy and regulatory compliance.
General understanding of product, fees, systems, and applicable IRS and DOL regulations.
Promote collection and completion of compliance testing; work with clients to resolve basic operational or compliance issues.
Provide Employer Plan website support for new plan walkthroughs, ongoing Plan, FP and TPA support; knowledgeable of web features, reporting functionality, and online capabilities.
Support case resolution services, including review, investigation, analysis, and recommendation of resolution to complex service inquiries and customer complaints in accordance with regulatory guidelines (SEC, NASD, and State Insurance Dept.) as required.
Communicate with clients, management, and legal counsel on potentially litigious situations.
Support incoming toll-free inquiries, minimum 75% per day.
One late night required per week; regularly scheduled, service is open until 7pm ET M–Th, 5pm ET Fri.
Must complete ASPPA Retirement Plan Fundamentals coursework within 12 months of hire date.
Location & Schedule This position offers a flexible work schedule: it may be fully remote or hybrid. If you are located near one of our offices (e.g., Charlotte, NC; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.
What You Will Bring — Qualifications
Associates Degree
2+ years of customer experience in a fast-paced environment
Microsoft Office Suite with focus on Excel
Demonstrated written and verbal communication skills
Ability to problem solve independently
ASPPA Retirement Plan Fundamentals coursework (required within 12 months of hire)
Skills
Communicating Complex Concepts:
Ability to explain complex technical concepts in clear, audience-appropriate language.
Customer Support Function:
Knowledge of major responsibilities and effective inquiry handling to resolution.
Listening:
Effective listening to gather and apply information while engaging with the speaker.
Managing Multiple Priorities:
Ability to manage concurrent objectives and priorities.
Problem Solving:
Ability to recognize, anticipate, and resolve problems; apply appropriate approaches.
Relationship Building:
Develop trusting relationships by valuing others’ concerns and contributions.
Telephone-Based Customer Servicing:
Handling customer inquiries and responses via telephone.
Benefits For eligible employees, Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below: Equitable Pay and Benefits: Equitable Total Rewards Program.
About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We invest in our people with growth opportunities, internal mobility, comprehensive compensation and benefits to support well-being, flexibility, and a culture of collaboration and teamwork.
Equitable is committed to equal employment opportunities. We consider applicants based on individual qualifications without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by law. E-Verify participation: Equitable.
If reasonable accommodation is needed to participate in the job application or interview process or to perform essential job functions, please contact Human Resources at (212) 314-2211 or email TalentAcquisition@equitable.com.
Locations Primary Location: UNITED STATES-NY-Syracuse
Other Locations: UNITED STATES-Remote, UNITED STATES-NC-Charlotte
Organization: Equitable
Schedule: Full-time
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