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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...

CompanyGuidant Financial
AddressTempe, AZ
CategoryHuman Resources
Salary$23 an hour
Job typeFull-time
Date Posted 2 months ago See detail

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...

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...

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...

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...

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...

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...

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...

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...

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....

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...

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...

Client Relations Account Manager (Retirement Plans) REMOTE

Fis Global

Great Bend, KS

$88.7K - $112K a year

As a Client Relations Account Manager, you are the face of FIS for our clients. You will be responsible for assisting retirement servicing needs, navigating internal teams and providing solutions in a timely and accurate manner. A...

Retirement Plan Manager

American Trust Retirement

Remote

$78.2K - $99K a year

Build strong relationships with clients and advisors through proactive communication. Maintain and enhance relationships with clients, financial advisors, and industry partners by providing engaging on-going service; serve as the...

Retirement Plan Administrator

Cmc Pension Professionals

Remote

$39,159.42 - $85,000.00 a year

Honesty and integrity. A focus on an unparalleled client experience. Personal accountability for a timely and accurate work product. A true team player. Initiative to recognize and act on opportunities to improve our client experi...

Retirement Plan Administrator / TPA

Douglas M. Farr & Company, Inc.

Remote

From $75,000 a year

60 day wait for health, vision, dental and 12 month wait for 401k. Fully Remote. 401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Retirement plan. Vision insurance. 8 hour shift. Monday to Friday. Bonus...