Administrative Skills, Alliance/Partner Management, Communication Skills, Customer Relations, Detail Oriented, Documentation, ERISA (Employee Retirement Income Security Act of 1974), Fiduciary, Military, Multitasking, Organizational Skills, Problem Solving Skills, Process Improvement, Public/Media/Press/Analyst Relations, Quality Assurance Methodology, Record Keeping, Relationship Management, Retirement Plan, Retirement and Pension Management, Sales Management, Time Management, Trend Analysis
LOCATION
Louisville, KY
POSTED
2 days ago
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
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
A college degree is great but not required. What is more important is having the skills to do the job. Other acceptable experiences could include:
Experience noted above, OR
Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you developed and are excited to provide an environment where you can continue to make a meaningful impact.
About the Company
A
Automatic Data Processing Inc
ADP powers the working world with comprehensive solutions that drive business success. Consistently named one of the "Most Admired Companies" by FORTUNE® Magazine, and recognized by Forbes® as one of "The World's Most Innovative Companies," ADP has over a half-million clients around the globe and 65 years of experience as one of the largest providers of human capital management solutions world-wide.
At ADP, we believe that diversity fuels innovation. ADP is committed to equal employment opportunities regardless of race, color, genetic information, creed, religion, sex, sexual orientation, gender identity, lawful alien status, national origin, age, marital status, non-job related physical or mental disability, or protected veteran status. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.