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  

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.

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

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*

A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition

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