Boston Wealth Management, LLC (BWM) is a leading independent Investment Advisor seeking
to employ an experienced, innovative individual with an entrepreneurial mindset to oversee
and lead our company’s defined contribution business.
The Defined Contribution (DC) Plan Manager is responsible for overall management and
oversight of the administrative, operational, and communication functions of the DCP
department. The DC Plan Manager oversees and is primarily responsible for ensuring that it is
executing its fiduciary role for the Plan Sponsor and participants. It includes performing the
following core duties:
• Staying abreast of all regulatory updates including DOL Fiduciary Rules.
• Providing analysis and recommendations regarding a variety of process, plan design, compliance, and administrative matters.
• Developing forward-thinking engagement initiatives to drive ongoing improvements in participant participation and outcomes.
• Conducting annual participant education meetings.
• Leading annual plan review meetings with plan sponsors.
• Fielding questions and resolving issues related to the 401(k) plan from sponsors, participants, and related service providers.
The ideal candidate will have:
• A minimum of 3 years 401(k) administration experience.
• An in-depth understanding of Defined Contribution Plan Design, familiarity with Defined Benefit Plans a plus.
• Strong presentation skills.
• Proficiency using Microsoft Office.
• An intermediate to advanced knowledge of Microsoft Excel and/or a willingness to participate in an excel classes to improve skills.
• Familiar with CRM systems (Salesforce preferred).
• Experience using financial reporting software
A CFP® with experience in personal financial planning a plus.
If interested, please contact Christine Theroux, CFP, CPFA
phone: 508.276.1098 (ext. 31)
email: ctheroux#bostonwealthmgt.com