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The Retirement Specialist will work closely with vendors to ensuring compliance with ERISA and other regulations. The Retirement Specialist will assist in managing the daily operations of Care New England’s retirement plans providing support to employees, retirees, and beneficiaries.
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The Retirement Plan Consultant (RPC) acts as a subject matter expert and works in partnership with a Senior Retirement Plan Strategist (external wholesaler) to achieve an annual sales goal.
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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. Arbella's expertise lies in precisely matching retirement industry professionals with ideal career opportunities, ensuring a seamless and rewarding journey in the ever-evolving landscape of retirement planning.
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What are the ongoing responsibilities of a Retirement Plan Consultant? What is the Retirement Plan Consultant responsible for? The Workplace Retirement Sales team works closely with other channels within US Distribution (Wirehouse, RBI, PWD), as well as Franklin Templeton's independent Specialist Investment Managers, as subject matter experts on ERISA retirement plan design, plan investment menu design and analysis, Franklin Templeton's proprietary advice engine "GOE," FinTech, current industry trends and Franklin Templeton products and services.
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Provide assistance to the VP, CHRO, Associate Director of Benefits, and Employee & Labor Relations Manager in formulating, determining, and effectuating managerial policies in the area of collective bargaining as related to retirement programs.
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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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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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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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This opportunity is for a Senior Benefits Analyst to support the ongoing administration of Siemens' U.S. retirement benefits programs, including administration, compliance, and corporate merger, acquisition and divestiture (MA&D) activities.
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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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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. If you are a dynamic professional with a passion for the Retirement Services industry and a proven ability to drive B2B sales, we invite you to apply.
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Baltimore, MD Salaried Financial Advisor / Retirement Plan Sales Consultant. Related Jobs: Salaried Financial Advisor / Retirement Plan Sales Consultant. Posted: 03/11/2024 Industry: Employee Benefits & Retirement Services Job Number: 3.11 2 KEF Pay Rate: $90,000 - $130,000 Experience: 5 years or greater.
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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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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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This Specialist position is based in the Retirement Benefits/Financial Wellness Department of U-Haul International. U-Haul International is seeking a goal-oriented individual to join an enthusiastic, high-energy, problem-solving team in assisting our internal team members as they transition to retirement.
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retirement job Company: Pride Transport
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