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The Retirement Plan Consultant will act as the single point of contact for a group of existing Retirement Plan Services clients. Advanced working knowledge and understanding of retirement plan administration and associated regulations and IRS tax rules.
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A Master's degree or relevant professional certifications (e.g., Certified Retirement Plan Consultant, Certified Financial Planner) is highly desirable. As a Vice President of Retirement Plan Consultant (VP, Retirement Plan Consultant), you will lead our retirement plan consulting services and provide strategic guidance to our clients in managing their retirement plans.
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Retirement Plan Consultant – Remote or in Denver, CO. The Retirement Plan Consultant plays a key role in advising clients on the compliance, design, and administration of their retirement plans.
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Senior Retirement Plan Consultant - Defined Contribution. The Retirement Plan Consultant position will work behind the scenes on an assigned book of business to perform annual testing, asset valuations, contribution calculations, and prepare required filings.
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The Retirement Plan Consultant supports FPs in area of sales, marketing, fiduciary guidance, and plan sponsor education as FPs build and develop their retirement plan business, including 401(k), 403(b), PS, MPP, SIMPLEs, SEPs and IRAs. Respond daily to FPs on regulatory and industry related questions.
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The Senior Retirement Plan Sales Executive sells 401(k) Retirement Plan Services (RPS) full-service recordkeeping to small and mid-market clients (Defined Contribution plans under $50 million in AUA) with the objective of creating a partnership with T. Rowe Price.
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Retirement Plan Consultant - Miami, FL page is loaded. The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan.
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Job Description - Junior Retirement Plan Consultant - NWPS (2401017) Acquired by Raymond James on December 24, 2020, NWPS Holdings, Inc. and its wholly-owned subsidiaries doing business as NWPS and Northwest Plan Services provide retirement plan administration services, recordkeeping, consulting, actuarial, compliance and participant services.
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The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance.
$90,000 - $130,000ExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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We are seeking an experienced and motivated Institutional Retirement Plan Advisor to join our team. Job Requirements RETIREMENT PLAN ADVISOR. Job Description RETIREMENT PLAN ADVISOR.
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Partner with ERISA counsel and vendors to ensure compliance requirements meet or exceed for all retirement plans including providing guidance regarding new or existing DOL and IRS regulations relating to plan audits, financial reporting, government form filings (e.g., Form 5500), funding notices (SAR/AFN) and reporting, SPD/plan amendments etc.
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Posted: 01/31/2024 2024-01-31 2024-02-29 Industry: Employee Benefits & Retirement Services Job Number: 1.24 8 KEF Pay Rate: $90,000 - $130,000 Experience: 5 years or greater Job Description RETIREMENT PLAN ADVISOR.
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You contribute to Veolia's success by overseeing implementation, compliance, legislative changes, analysis, plan management, administration support, vendor management, RFP & integration, relevant projects and communication of all retirement & financial benefit plans including, but not limited to, 401(k), pension, nonqualified programs, life insurance and retiree medical.
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T. Rowe Price Retirement Plan Services, the firm's full-service recordkeeping unit, has been an industry leader for more than 30 years. Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions.
$63ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Coordinate fiduciary meetings, non-discrimination testing, audits and/or any other matters related to retirement & financial benefit plans to ensure compliant plan management. Comprehensive knowledge of retirement benefit plan principles and practices, as well as state and federal government regulations, compliance & operations.
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retirement plan jobs Company: Autosource Motors
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