Brown & Brown is seeking a
Retirement Plan Account Executive to join our growing team in
Uniondale, NY.
Risk Strategies Company Retirement Plan Services seeks an experienced 401(k) / Retirement Plan Account Executive to lead a portfolio of clients. This role requires an understanding of ERISA regulations and fiduciary responsibilities.
How You Will Contribute:- Manage workflows and communications for retirement plan Trustees and Participants.
- Develop analysis on retirement options and performance.
- Prepare client presentations and reporting.
- Attend client enrollment and ongoing support meetings.
- Serve as primary contact for assigned plan sponsors.
- Act as liaison between plan sponsors and various internal groups.
- Promote customer satisfaction through effective service delivery.
- Ensure prompt and effective response to all plan sponsor inquiries.
- Respond to plan sponsor's requests on a variety of issues, including plan amendments.
- Understand the product, systems, and applicable IRS and DOL regulations.
- Assist with compliance testing.
Skills & Experience to be Successful: - 2+ years of experience working with or servicing 401(k)s & Retirement plans.
- 4-year Bachelor's Degree.
- Strong attention to detail.
Pay Range$130,000 - $130,000 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
Teammate Benefits & Total Well-BeingWe go beyond standard benefits, focusing on the total well-being of our teammates, including:
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
