3 (16) Relationship Manager

Position Summary

We are seeking a 3(16) Relationship Manager to serve as the primary point of contact for our Third Party Administrators (TPAs) and 3(16) fiduciary partners. This role is critical to ensuring smooth plan administration, accurate compliance support, and strong working relationships with our external partners. The ideal candidate has hands‑on experience with Form 5500 filings, non‑discrimination testing, and correction methodologies, and enjoys being the “go‑to” problem solver.
Key Responsibilities

Act as the main liaison between the company and assigned TPAs and 3(16) fiduciary partners
Support plan administration workflows, ensuring timely and accurate coordination with external partners
Provide subject‑matter support related to:

Form 5500 preparation, review, and filing processes
Non‑discrimination testing (ADP/ACP, coverage, top‑heavy, etc.)
Correction methods for failed tests (e.g., refunds, QNECs, recharacterizations)

Assist TPAs and internal teams with product‑related questions, operational issues, and compliance escalations
Monitor deadlines and follow up proactively to prevent compliance or filing delays
Identify trends or recurring issues and work with internal stakeholders to improve processes and documentation
Maintain clear records of communications, issues, and resolutions
Contribute to training materials, partner documentation, and process improvements as needed
Qualifications & Experience

3+ years of experience in retirement plan administration, TPA support, recordkeeping, or a related role
Knowledge of:

Form 5500 filing requirements and timelines
Non‑discrimination testing rules and correction methods
ERISA and qualified retirement plan fundamentals

Experience working directly with TPAs, advisors, or 3(16) fiduciary service providers
Prior client‑facing or relationship management experience
Ability to explain complex compliance topics clearly to both technical and non‑technical audiences
Highly organized with strong attention to detail and deadline management
Comfortable managing multiple partners and priorities simultaneously
Preferred Qualifications

Familiarity with EFAST2 and common TPA systems
Exposure to operational compliance corrections and IRS/DOL programs
Skills & Competencies

Strong communication and relationship‑building skills
Analytical mindset with practical problem‑solving ability
Collaborative, service‑oriented approach
Ability to work independently while coordinating across teams
Salary & Benefits

Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short‑and Long‑Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is USD $47,400.00 – USD $96,300.00 / Year*
*Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws.
Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:

ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.

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