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 corr