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Retirement Specialist 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...

CompanyGuidant Financial
AddressOdessa, TX
CategoryHuman Resources
Job typeFull-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...

Retirement Specialist

Alerus Financial

Grand Forks, ND

Join our team!

Manage client relationships (advisor/broker, TPA, wholesaler, plan sponsor, etc.) by working to resolve complex service issues to ensure client satisfaction/retention. Develop and maintain positive working relationships and open l...

4 weeks ago seen See more...

Internal Retirement Specialist- REMOTE

Nationwide

Ohio, United States

Receives inbound calls from participants and provides education and guidance regarding their retirement plan. Uses plan-specific and industry expertise to provide information specific to the participant's individual retirement pla...

a month ago seen See more...

RETIREMENT SPECIALIST ENTRY

State Of Arizona

Phoenix, AZ

$18.27 an hour

Providing World Class Customer Service to callers whether theyre brand new members, in the middle of their career, enjoying their retirement, or not a member at all. Explaining information related to ASRS specific policies and pr...

a month ago seen See more...

RETIREMENT BENEFITS SPECIALIST

Wilson-Mcshane Corporation

Kansas City, MO

$26.10 an hour

Calculate and prepare retirement benefit payment amounts. Process retirement benefit applications. Explain RETIREMENT BENEFITS to participants and provide participants with benefit estimates. Answer high volume of incoming partici...

2 weeks ago seen See more...

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...

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...

Federal Retirement Benefit Specialist Presentations must have HR FBI Federal exp.

Infinisource Consulting Solutions

Remote

$81.7K - $103K a year

Federal Employees Retirement System (FERS): Including coverage for law enforcement officers and TransFERS employees Thrift Savings Plan and/or Financial planning Social Security and Medicare Federal health and life insurance benef...

3 weeks ago seen See more...

Senior Business Program Specialist, RRWB Wealth Accumulation (Retirement) Program

Deloitte

Atlanta, GA

$109K - $138K a year

Deliver assigned services for Wealth Accumulation/retirement and/or financial well-being programs and projects under supervision of managers, senior managers, and leaders. Prepare reports, presentations and research using statisti...

3 weeks ago seen See more...

Armed Security Specialist (Retired Or Active Law Enforcement)

Iac

New York, NY

$38 - $40 an hour

Generous Paid Time Off programs for flexible vacations. 16 hours of Volunteer Time Off yearly for community service. Industry-leading 401k plan with dollar-for-dollar company match. Employer-sponsored medical, dental, and vision i...

3 weeks ago seen See more...

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...

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...

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...

Senior Business Program Specialist, RRWB Wealth Accumulation (Retirement) Program

Deloitte

Dallas, TX

$98.8K - $125K a year

Deliver assigned services for Wealth Accumulation/retirement and/or financial well-being programs and projects under supervision of managers, senior managers, and leaders. Prepare reports, presentations and research using statisti...

a month ago seen See more...

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...

PERSONNEL SR. BENEFITS SPECIALIST - RETIREMENT 1ST SHIFT

East Penn Manufacturing - Deka Batteries

Lyon Station, PA

$47.9K - $60.6K a year

Assist employees with questions via the phone, in-person, or email. Retirement Plan EligibilityManage employee eligibilityRun monthly eligibility listsMail and assemble packets to employeesReview enrollment documentsAssist emplo...

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 Benefits Specialist

York Medical College

Valhalla, NY

$62,400 a year

Explains retirement benefit plan policies, procedures, and legal requirements to employees and beneficiaries. Conducts retirement and benefits-related calculations and analysis including repurchase of service, withdrawal of contri...

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...

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...

Wealth Management Insurance & Retirement Solutions - Annuity Sales Specialist, Associate

Jpmorgan Chase Bank, N.a.

Jersey City, NJ

Collaborate with external carrier partners to drive annuity events and advisor calls in the promotion of annuity distribution. Present virtually or in person at advisor or market events on timely annuity topics. Lead weekly Market...

a month ago seen See more...

Wealth Management Insurance & Retirement Solutions - Annuity Sales Specialist, Associate

Jpmorgan Chase & Co

Jersey City, NJ

Collaborate with external carrier partners to drive annuity events and advisor calls in the promotion of annuity distribution. Present virtually or in person at advisor or market events on timely annuity topics. Lead weekly Market...

a month ago seen See more...

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...

Retirement Client Service Specialist

Lawley Agency, Llc

Buffalo, NY

This position supports the Account Executive (s), by functioning as a liaison between the client and provider to request plan information, coordinate fund and plan design/analysis changes, and help answer participant questions. As...

a month ago seen See more...

Retirement Consolidation Specialist I (Work from Home)

Transamerica

Remote

$62,000 - $72,000 a year

Collaborate with channel partners and act on referrals from the Customer Care Center regarding participants with consolidation and planning needs. Gather information through best interest interviews to understanding the participan...

a month ago seen See more...

Retirement Plan Specialist - Education Rep (Work from Home)

Transamerica

Remote

$58,000 - $61,000 a year

Provide general product information to customers making inquiries via phone, email, video, chat, etc. Determine customer interests and facilitate meetings with Plan Specialists or advisors. Promptly address requests to ensure a go...

2 months ago seen See more...

Retirement Record Keeping Specialist - NWPS

Raymond James Financial, Inc.

Remote

$67,320 - $70,000 a year

Payroll Processing: Assist in processing payroll transactions related to retirement plans. Payroll Census Validation: Verify the accuracy of payroll census data. Loan Processing: Support the processing of participant loans, ensuri...

2 months ago seen See more...

Retirement Plan Specialist

Guidant Financial

Rupert, ID

$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 months ago seen See more...

Retirement Plan Specialist

Guidant Financial

Manhattan, 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 months ago seen See more...

Retirement Plan Specialist

Guidant Financial

Chandler, 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...

2 months ago seen See more...

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What companies are hiring for Retirement Specialist jobs?

The top companies hiring now for Retirement Specialist jobs are Arizona Department of Administration, City of Norwalk, CT, City of Norwalk, CT, County of Tulare, Han Staffing, Henderson County Schools, Hollow Metal Trust and Pension Fund, Sinclair, State of South Carolina, Suncoast Credit Union - 3.7, Tulare County, CA, Tulare County, CA, University of North Florida,

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