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Retirement Plan Coordinator Jobs in New York

Retirement Plan Administrator (Remote)
By CPS, Inc. At Florida, United States
Bachelor's degree or an equivalent combination of education, training, and experience.
Excellent customer service skills including the ability to manage client expectations and provide superior follow-up service.
This is an entirely remote position - location was added to be discovered on job boards***
Advanced working knowledge and understanding of retirement plan administration and associated regulations and IRS tax rules.
Excellent written and verbal communication skills are required to ensure the daily projection of a professional customer-focused image.
Performs all facets of daily plan administration including processing of contributions, loans, distributions, hardship withdrawals, and QDROs.
Coordinator - Health Plan, Remote- Fl, Florida
By TotalMed, Inc. At Florida, United States

Job Description We are seeking a Health Plan Coordinator for an assignment in Remote FL Florida. Administrative Coordinators perform clerical tasks including typing documents, compiling and ...

Entry Level Teachers - Retirement Plan New York Ny
By Success Academy At Albany, NY, United States
Planning and Organizational Skills: You have experience juggling multiple responsibilities and are able to plan around competing priorities;
Become a highly skilled problem solver able to tackle challenges in and out of the classroom.
Engage in professional development opportunities with school leaders to benefit from targeted, in-the-moment feedback and coaching to improve your performance.
Career Advancement And Skill Development
Success Academy Charter Schools does not offer employment-based immigration sponsorship.
Learn to assess and analyze data to chart your students’ growth and achievement, and tailor your own teaching methods accordingly.
Delivery Associate (Educational Benefits, Retirement Plan)
By Amazon DSP At , Tonawanda, 14150, Ny $18.75 an hour
Educational Benefits (up to $5,250/year)
Delivery Driver Duties and Responsibilities
Pay starting at $18.75 / Hour + Bonus (if applicable)
Paid Overtime and Time Off (PTO)
Eligible to work in the U.S
Must have a valid driver's license within the state of employment
Delivery Associate (Educational Benefits, Retirement Plan)
By Amazon DSP At , Niagara Falls, Ny $18.75 an hour
Educational Benefits (up to $5,250/year)
Delivery Driver Duties and Responsibilities
Pay starting at $18.75 / Hour + Bonus (if applicable)
Paid Overtime and Time Off (PTO)
Eligible to work in the U.S
Must have a valid driver's license within the state of employment

Are you looking for a rewarding career in retirement plan administration? We are looking for a Retirement Plan Coordinator to join our team! You will be responsible for managing the day-to-day operations of our retirement plans, ensuring compliance with all applicable laws and regulations, and providing excellent customer service to our plan participants. If you have a passion for helping people plan for their future, this could be the perfect job for you!

A Retirement Plan Coordinator is responsible for administering and managing retirement plans for clients. This includes providing customer service, managing plan documents, and ensuring compliance with applicable laws and regulations.

What is Retirement Plan Coordinator Skills Required?

• Knowledge of retirement plan regulations and compliance
• Excellent customer service and communication skills
• Ability to work independently and as part of a team
• Strong organizational and problem-solving skills
• Proficiency in Microsoft Office Suite

What is Retirement Plan Coordinator Qualifications?

• Bachelor’s degree in finance, accounting, or a related field
• Professional certification such as Certified Retirement Plan Specialist (CRPS) or Certified Retirement Plan Administrator (CRPA)
• Minimum of two years of experience in retirement plan administration

What is Retirement Plan Coordinator Knowledge?

• Knowledge of retirement plan regulations and compliance
• Knowledge of retirement plan design and implementation
• Knowledge of retirement plan investments and asset allocation
• Knowledge of retirement plan recordkeeping and reporting

What is Retirement Plan Coordinator Experience?

• Experience in retirement plan administration
• Experience in customer service
• Experience in financial analysis

What is Retirement Plan Coordinator Responsibilities?

• Administer and manage retirement plans for clients
• Provide customer service to plan participants
• Ensure compliance with applicable laws and regulations
• Manage plan documents and ensure accuracy
• Prepare