By driving business development, managing compliance, and building strong client relationships, you ... Professional credentials (or actively pursuing) such as CRSP, CRPP, QKA, QKC, CRPS, or CEBS
By driving business development, managing compliance, and building strong client relationships, you ... Professional credentials (or actively pursuing) such as CRSP, CRPP, QKA, QKC, CRPS, or CEBS
Ability to manage multiple deadlines and priorities. * Excellent communication skills (written and ... Qualified 401(k) Administrator (QKA), QKC, APA, or other ASPPA credentials preferred. CEBS or ...
Ability to manage multiple deadlines and priorities. * Excellent communication skills (written and ... Qualified 401(k) Administrator (QKA), QKC, APA, or other ASPPA credentials preferred. CEBS or ...
Ability to manage multiple deadlines and priorities. * Excellent communication skills (written and ... Qualified 401(k) Administrator (QKA), QKC, APA, or other ASPPA credentials preferred. CEBS or ...
Ability to manage multiple deadlines and priorities. * Excellent communication skills (written and ... Qualified 401(k) Administrator (QKA), QKC, APA, or other ASPPA credentials preferred. CEBS or ...
Manager Qka information
What is the difference between Manager Qka vs Supervisor Qka?
| Aspect | Manager Qka | Supervisor Qka |
|---|---|---|
| Responsibilities | Oversees multiple teams, strategic planning, decision-making | Supervises daily operations, team management, task delegation |
| Required Credentials | Typically requires a bachelor's degree, leadership experience | Often requires relevant experience, sometimes certifications |
| Work Environment | Office setting, managerial meetings, planning sessions | On-site supervision, direct team interaction |
| Industry Usage | Common in corporate, manufacturing, and service sectors | Common in retail, hospitality, and manufacturing sectors |
While both roles involve team oversight, the Manager Qka focuses on strategic and high-level management, whereas the Supervisor Qka handles daily team operations and direct supervision. Understanding these differences helps in choosing the right career path or job search focus.
What are Manager QKA roles and responsibilities?
A Manager QKA, or Qualified 401(k) Administrator, is responsible for overseeing the administration and compliance of 401(k) retirement plans. Their duties include ensuring plans adhere to IRS and Department of Labor regulations, managing client relationships, handling plan testing and reporting, and supervising a team of administrators. They also provide guidance on plan design, resolve complex compliance issues, and help clients understand regulatory changes. Strong attention to detail, leadership skills, and deep knowledge of retirement plan rules are essential for this role.
What are some common challenges a Manager QKA faces when overseeing retirement plan administration teams?
One common challenge for a Manager QKA is ensuring that their team consistently adheres to complex regulatory requirements and deadlines associated with qualified retirement plans. Balancing workload distribution and managing client expectations, especially during peak periods such as annual compliance testing and filings, can also be demanding. Additionally, fostering clear communication between team members, clients, and other departments is essential to prevent errors and maintain high service quality. Staying current with evolving pension regulations and industry best practices is crucial for both team effectiveness and professional growth.
What are the key skills and qualifications needed to thrive as a Manager QKA, and why are they important?
To thrive as a Manager QKA (Qualified 401(k) Administrator), you need comprehensive knowledge of retirement plan administration, ERISA regulations, and a QKA credential from ASPPA or similar qualification. Familiarity with recordkeeping software, compliance testing tools, and payroll integration systems is commonly required. Strong leadership, attention to detail, and effective communication skills help manage teams and client relationships efficiently. These competencies ensure accurate plan management, regulatory compliance, and high client satisfaction in a complex financial environment.
What are the most commonly searched types of Qka jobs in Indiana? The most popular types of Qka jobs in Indiana are:
What are popular job titles related to Manager Qka jobs in Indiana? For Manager Qka jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Manager Qka jobs in Indiana look for? The top searched job categories for Manager Qka jobs in Indiana are:
What cities in Indiana are hiring for Manager Qka jobs? Cities in Indiana with the most Manager Qka job openings:
Retirement Plan Services Officer - Wealth Management
Indianapolis, IN
Other
Re-posted 29 days ago
Job description
This position is the cornerstone of our Retirement Plan Services team's success. By driving business development, managing compliance, and building strong client relationships, you ensure that every employer-sponsored retirement plan we administer meets the highest standards of service and regulatory excellence. Your expertise helps clients achieve their retirement goals while strengthening our reputation for trust and reliability.
How You'll Contribute
- Develop and execute marketing, sales, and retention strategies for retirement plan clients
- Make proactive calls to prospective and current clients to identify needs and resolve service issues
- Prepare and deliver presentations to prospective clients
- Collaborate on the development of Retirement Plan Services products and enhancements
- Oversee compliance, investment reviews, reconciliations, and communications for assigned accounts
- Provide consultative guidance on plan design, compliance, and retirement goals
- Act as liaison between clients and third-party vendors
- Review compliance testing and Form 5500 filings for accuracy
- Serve as the primary point of contact for existing clients, facilitating regular meetings and plan reviews
- Conduct participant education sessions and create supporting materials
- Communicate with regulatory authorities and respond to inquiries from attorneys, consultants, and accountants
- Serve on Wealth Management committees and contribute to special projects
What We're Looking For
- Bachelor's degree in business or accounting, or equivalent experience
- Professional credentials (or actively pursuing) such as CRSP, CRPP, QKA, QKC, CRPS, or CEBS
- Minimum of 5 years of experience in business development and retirement plan administration
- Strong knowledge of retirement plan compliance, recordkeeping platforms, and investment principles
- Proven ability to develop marketing strategies and deliver consultative solutions
- Excellent communication skills, including public speaking and client presentations
- High degree of professionalism, accuracy, and attention to detail
- Ability to organize and prioritize tasks independently
- Proficiency with Microsoft Word and Excel
You'll Excel If You
- Take pride in building lasting client relationships
- Enjoy solving complex compliance and administrative challenges
- Bring integrity, discretion, and accountability to everything you do
- Want to be part of a collaborative, client-focused team where your work makes a difference
About National Bank of Indianapolis
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
201 - 500 Employees
Headquarters location
Indianapolis, IN, US
Year founded
1993