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Retirement Plans Specialist Jobs

Retirement Plans Administrator Jobs
By Palmer Group At Des Moines, IA, United States
Retirement plan or benefits field experience
Send participants notice of benefit and distribution options and annual participant statements
Process contributions reports, enrollment data, and loan reports
Communicate directly with plan employers and participants
Compile and send quarterly forfeiture notices to employees
Assist annually with discrimination testing; employer match true-up calculations, and the audit process
Relationship Manager- Multiple Employer Plans
By Empower At United States
Ability to articulate Empower value proposition, participant and plan sponsor experience, and relationship management value proposition
Responsible for the relationship management of large and non-profit plans with an asset value typically ranging from 50 to 250 million.
Ability to effectively report to management across key focus areas is critical to the success of this role.
Timely, effective and comprehensive management reporting
Acumen specific to client P&L Management:
Understanding of capital markets and Empower proprietary investment management products and services
Plans Examiner Jobs
By City of Odessa, Texas At Odessa, TX, United States
Education, Training & Experience Guidelines:
Considerable knowledge of the major types of building construction and materials and the methods for use.
Knowledge of Building, Plumbing, Gas, Electrical and Mechanical codes and Zoning Ordinances.
Must have or must be able to obtain ICC Plans Examiner Certification within 12 months of hire.
Makes recommendations to approve or reject permit applications involving difficult or technical Building and/or Zoning issues.
Retrieves required records from microfilm and record data sources as required.
Inspector / Plans Examiner Jobs
By Isani Consultants At Greater Houston, United States

ISANI Consultants Building/ Structural- Electrical – Plumbing-Mechanical- Fire Life Safety Inspector / Plans Examiner Positions Open Description GENERAL SUMMARY Under general direction of the ...

Building Plan Check Engineer (Plans Examiner)
By J Lee Engineering At , Alhambra, 91801
ICC (International Code Council) Certifications,
Prior experience (5 years minimum is preferred) in similar positions within municipalities or private companies performing similar tasks,
Principles, methods, and techniques of civil and structural engineering;
City, state, and federal government agency laws and regulations pertaining to Building Codes.
Read and interpret building plans;
Interpret and answer questions regarding building codes and permits;
Remote Customer Service Associate Ii (Retirement Plans)
By FIS Global At , Owings Mills, 21117 $19 an hour

Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : General Equivalency Diploma Travel Percentage : 0% *2,000 ...

Retirement Plan Specialist - Remote | Wfh
By Get It Recruit - Finance At Danville, VA, United States

Are you ready to embark on a journey of helping entrepreneurs across the country achieve their dreams of building successful businesses? We are a rapidly growing and stable company, offering a fully ...

(Us) Benefits & Retirement Specialist
By PointClickCare At United States
Provide technical assistance and support, proactively seeking opportunities and solicit feedback from frontline employees and management to enhance benefit programming
Administering the organization’s benefits programs (e.g., benefits & retirement plans, compliance requirements, insurance policies, etc.)
Proactively stay up to date on trends, best practices, and education within the benefit & investment industry
Manage the leave of absence administrative process and collaborate on associated support programs
Ensuring company is compliant with state and federal laws which includes Monitoring government regulations, legislation, and benefits trends
Collaborating with outside vendors, such as investment brokers and benefits vendors
Financial Advisor For Corporate Retirement Plans – Pittsburgh, Pa
By Fort Pitt Capital Group At Pittsburgh, PA, United States
In-house asset management team to conduct analysis on the plan investment options or potential fund replacements
While a Bachelor's degree is preferred, we welcome candidates who possess a combination of relevant experience and education
Maintain current plan sponsor/participant exceptional service experiences
Active Series 65 or Series 7 and Series 66 certification is required
Candidates with prior experience in working with record-keeping platforms/websites within a Third-Party Administrator (TPA) environment will be given special consideration
High School Diploma or an equivalent qualification is required
Customer Support Specialist – Service And Care Plans
By Fluke Corporation At Everett, WA, United States
Uses metrics and strong funnel management to drive appropriate focus on prospecting, new deals, and business growth.
This is a critical customer contact position that requires soft skills in attitude, patience, perseverance, tact, and empathy.
2 years related customer service experience including call center, quoting, customer order status updates.
Excellent verbal & written communication skills
Good computer skills with focus on Word, Excel, Outlook, CRM and ERP systems
Prior experience as a user of ERP systems, specially with Oracle is a plus
Director - Program Manager, Success Plans
By Salesforce At Seattle, WA, United States
Demonstrated ability in program management, preferably with experience in product development in the software as a service industry
Experience as a Program Manager for professional services or support offer launches
Ensure the executive sponsor and steering committee members are appropriately advised and involved in program decisions and risk management
Ensure adherence to the Offer Lifecycle Process that governs Success Plan offer and feature launches
Define roles, responsibilities and deliverables of performing program team members
Manage program execution, identify risk, and develop complete risk mitigation strategies
Retirement Specialist Jobs
By MillenniumSoft Inc At San Antonio, TX, United States
Experience using a case management system and knowledge portal
Flag any gaps in knowledge management materials at tier 0 (HROne) and tier 1 (call scripts)
Assists in the administration of qualified and non-qualified plan benefits payments, such as restoration payments, etc.
Experience working in a shared services center environment preferred
Previous retirement plan administration experience preferred
Knowledge of Total Rewards preferred
Retirement Financial Advisor - Annuities And Insurance Specialist - Trenton, Nj
By Future At Trenton, NJ, United States
Manage existing client assets, providing ongoing portfolio management and making recommendations as needed.
Present and explain the benefits of fixed equity-indexed annuity products, life insurance policies, and other relevant financial products.
Leverage our comprehensive and competitive product portfolio to offer tailored solutions that meet the specific needs of each client.
Ability to ACAT and manage existing client assets
3 Years + of Industry Experience
Knowledge of fixed equity-indexed annuity products, life insurance, model portfolios, managing assets and other related financial products and concepts
Retirement Plans Specialist Jobs
By MissionSquare Retirement At Denver, CO, United States
Strong time management and organizational skills
Record all daily activity in contact management systems accurately
Give group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituencies
Identify and refer new group or individual business opportunities to the appropriate manager
Represent MissionSquare Retirement at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees
3+ years related experience preferred. Customer service experience is helpful.
Plans And Exercise Specialist
By Leidos At , Fayetteville, 28308, Nc $66,300 - $137,700 a year
Performs day-to-day management and advises the customer on unit-level support to readiness planning and exercises.
A working knowledge and recent experience in unit-level SOF operations either at a flying squadron, intelligence squadron, or special tactics squadron.
Promotes the integration of Special Operations Forces training at all levels.
Be able to plan and execute internal unit exercises that evaluate the performance and readiness of all assigned AFSCs.
Performs other duties as assigned.
Ability to work independently as well as function effectively as part of a team in a dynamic, wartime joint environment.
Account Administrator, Esop / Retirement Plans
By KMA Human Resources Consulting At Portland, ME, United States
Track new clients in customer relationship management (CRM) system.
2-5 years of experience administering or supporting retirement plans within a financial, advisory, or trust company or as a third-party administrator.
Specific experience with ESOPs is a plus.
Sufficient MS Office skills and the ability to easily learn new programs.
Work with Spinnaker Trust ESOP team members to support ESOP clients with administrative and account servicing responsibilities.
Ability to commute to Portland on Tuesday, Wednesday, and Thursdayeach week.
Account Administrator, Esop / Retirement Plans
By KMA Human Resources Consulting At Portland, Maine Metropolitan Area, United States
Track new clients in customer relationship management (CRM) system.
2-5 years of experience administering or supporting retirement plans within a financial, advisory, or trust company or as a third-party administrator.
Specific experience with ESOPs is a plus.
Sufficient MS Office skills and the ability to easily learn new programs.
Work with Spinnaker Trust ESOP team members to support ESOP clients with administrative and account servicing responsibilities.
Requirements of the Account Administrator, ESOP:
Retirement Plans Specialist Jobs
By MissionSquare Retirement At Illinois, United States
Strong time management and organizational skills
Record all daily activity in contact management systems accurately
Give group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituencies
Identify and refer new group or individual business opportunities to the appropriate manager
Represent MissionSquare Retirement at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees
3+ years related experience. Financial Services sales experience strongly preferred. Customer service experience is helpful.