Retirement Plan jobs
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RETIREMENT PLAN SPECIALIST
Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...
| Company | Guidant Financial |
|---|---|
| Address | Odessa, TX |
| Category | Human Resources |
| Job type | Full-Time |
| Date Posted | 2 days ago See detail |
Retirement Plan Specialist
Guidant Financial
Odessa, TX
Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...
2 days ago seen See more...
- View all Guidant Financial jobs - jobs in Odessa, TX
Assistant Client Manager- Retirement Plan Services - Now Hiring
Alera Group
Scottsdale, AZ
$24 to $28.84 per hour
This job description in no way states or implies that these are the only duties to be performed by this employee. He or she will be required to follow any other instructions and to perform any other duties requested by his or her...
3 days ago seen See more...
- View all Alera Group jobs - jobs in Scottsdale, AZ
Director of Operations, Wealth Services and Retirement Plan Services
Alera Group
Chicago, IL
Lead major or multiple projects with significant scope, complexity and impact in an ever-changing environment. Collaborate with practice leaders and other functional areas to accomplish objectives. Seek opportunities and solicit f...
6 days ago seen See more...
- View all Alera Group jobs - jobs in Chicago, IL
Retirement Plan Specialist
Guidant Financial
Overland Park, KS
$23 an hour
Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...
2 weeks ago seen See more...
- View all Guidant Financial jobs - jobs in Overland Park, KS
Salaried Financial Advisor / Retirement Plan Sales Consultant
Confidential
Portland, OR
Active and clean FINRA Series 6 and 63.. Life and Health Licenses. Past 401k and/or 403b Plan Sales experience. The skill to not only maintain our great relationships but bring in new business as well. Regional Travel - You must b...
2 weeks ago seen See more...
- View all Confidential jobs - jobs in Portland, OR
Retirement Plan Advisory Sales Consultant
Confidential
New York, NY
Ability to travel regionally. FINRA licenses Series 7 and 66. Track record of direct Retirement Plan sales....
2 weeks ago seen See more...
- View all Confidential jobs - jobs in New York, NY
Senior Associate, Retirement Plans Analyst
Kpmg
Houston, TX
$53.6K - $67.8K a year
Support administration of the firms pension and savings plans and function as one of several subject matter experts for the plans that KPMG administers; communicate directly with partners, employees, and retirees about their bene...
3 weeks ago seen See more...
- View all Kpmg jobs - jobs in Houston, TX
Retirement Plan Specialist
Guidant Financial
Chanhassen, MN
$23 an hour
Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...
3 weeks ago seen See more...
- View all Guidant Financial jobs - jobs in Chanhassen, MN
Retirement Plan Consultant
Benetrends Financial
Remote
$50 an hour
A true passion for helping our clients with their Retirement Plan needs. A TEAM first mentality, if our Team wins our customer(s) will always win. Willingness to embrace change. Perform all facets of daily plan administration, inc...
3 weeks ago seen See more...
- View all Benetrends Financial jobs
Retirement Plan Advisor
Empower
Greeley, CO
$72,900 - $102,900 a year
Develop and maintain strategic partnerships with key stakeholders for each location within the assigned territory or for assigned employer-sponsored plans Conduct Retirement Readiness Reviews, individual meetings and group present...
3 weeks ago seen See more...
- View all Empower jobs - jobs in Greeley, CO
Retirement Plan Education Specialist
Voya Financial, Inc.
Sacramento, CA
Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars. Meet one-on-one to c...
4 weeks ago seen See more...
- View all Voya Financial, Inc. jobs - jobs in Sacramento, CA
Salaried Financial Advisor / Retirement Plan Sales Consultant
Confidential
Jacksonville, FL
Active and clean FINRA Series 6 and 63.. Life and Health Licenses. Past 401k and/or 403b Plan Sales experience. The skill to not only maintain our great relationships but bring in new business as well. Regional Travel - You must b...
4 weeks ago seen See more...
- View all Confidential jobs - jobs in Jacksonville, FL
Retirement Plan Advisor
Empower
Dublin, CA
$83,300 - $117,650 a year
Develop strategic partnerships with key contacts in each location and agencies within assigned territory Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using...
4 weeks ago seen See more...
- View all Empower jobs - jobs in Dublin, CA
Retirement Plan Advisor
Schoolsfirst Federal Credit Union
Redlands, CA
Provides World-Class Personal Service in every Member and non-Member interaction. Promotes the credit union's retirement products and services to existing and potential Members through district and school visitations, promotional...
4 weeks ago seen See more...
Retirement Plan Advisor
Empower
Manchester, NH
$69,400 - $98,050 a year
Develop strategic partnerships with key contacts in each location and agencies within assigned territory Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using...
4 weeks ago seen See more...
- View all Empower jobs - jobs in Manchester, NH
Retirement Plan Admin Assistant
Teksystems
Fort Worth, TX
Maintain a designated number of 401(k) Plans. Initiate and respond to basic client communication and inquiries. Document all plan transactions during the year (loans, distributions, rollovers, contributions). Perform annual review...
4 weeks ago seen See more...
- View all Teksystems jobs - jobs in Fort Worth, TX
Retirement Plan Termination Specialist
Ss&C
Quincy, MA
$55,000 - $65,000 a year
Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities. Work/Life Balance: Unlimited Personal & Va...
4 weeks ago seen See more...
- View all Ss&C jobs - jobs in Quincy, MA
Retirement Plan Specialist
Guidant Financial
Newton, NC
$23 an hour
Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...
4 weeks ago seen See more...
- View all Guidant Financial jobs - jobs in Newton, NC
Manager/Sr. Manager Retirement Plans
Sullivan & Cromwell
New York, NY
$150,000 - $250,000 a year
Work closely with actuaries, investment advisors, trustee and record-keeper, auditors and Members of the Investment Committee to monitor plan assets and changes in the asset portfolio. Coordinate DB pension calculations and annua...
4 weeks ago seen See more...
- View all Sullivan & Cromwell jobs - jobs in New York, NY
Retirement Plan Specialist
Guidant Financial
Tempe, AZ
$23 an hour
Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...
a month ago seen See more...
- View all Guidant Financial jobs - jobs in Tempe, AZ
Sr Retirement Plan Administrator (U.S)
Hp Development Company, L.p.
Spring, TX
Support bi-weekly 401(k) plan funding process and accounting reconciliation. Assist with research, reporting, and data collection for internal and external audits. Process annual/monthly distributions and funding to HP's legacy an...
a month ago seen See more...
Retirement Plan Specialist
Guidant Financial
North Carolina, United States
$23 an hour
Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...
a month ago seen See more...
Retirement Plan Specialist
Guidant Financial
Minnesota, United States
Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...
a month ago seen See more...
- View all Guidant Financial jobs - jobs in Minnesota State
Retirement Plan Specialist
Guidant Financial
Cornelius, NC
$23 an hour
Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...
a month ago seen See more...
- View all Guidant Financial jobs - jobs in Cornelius, NC
Retirement Plan Officer
U.s. Fiduciary Services, Inc.
Lisle, IL
JOB/ROLE DESCRIPTIONTitle: QRP Retirement Plan OfficerReports to: SVPDESCRIPTION The Trust Services Officer (TSO) partners with the Client Service Officers (CSOs) by coordinating or completing the tasks and activities that are per...
a month ago seen See more...
Retirement Planning Associate - Retirement Benefits Group - MA, Boston (3894)
Equitable
Boston, MA
Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as:+ Teachers+ School administrators+ Municipality employees**Qualifications**With a wid...
a month ago seen See more...
- View all Equitable jobs - jobs in Boston, MA
Retirement Planning Associate - Retirement Benefits Group - IL, Deerfield (2348)
Equitable
Illinois, United States
Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as:+ Teachers+ School administrators+ Municipality employees**Qualifications**With a wid...
a month ago seen See more...
- View all Equitable jobs - jobs in Illinois State
Retirement Plan Administrator
Bravera
Bismarck, ND
Provide excellent customer service to Retirement Plan clients through email, phone, and in-person interactions. Complete detail-orientated plan correspondence, client presentation preparation materials, and other various projects....
a month ago seen See more...
- View all Bravera jobs - jobs in Bismarck, ND
Retirement Plan Sales Consultant
Brighton Jones
Los Angeles, CA
Develop and execute territory business plan, consistently achieving/exceeding annual sales goals by creating and managing a strong pipeline. Collaborate and partner with existing Advisors to manage plans and work with internal Tea...
a month ago seen See more...
- View all Brighton Jones jobs - jobs in Los Angeles, CA
Retirement Plan Specialist
Guidant Financial
Boise, ID
Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...
a month ago seen See more...
- View all Guidant Financial jobs - jobs in Boise, ID
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