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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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Related Jobs: 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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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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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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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 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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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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This role requires an understanding of ERISA, plan design, investment menu design, various retirement platform partner features and fund availability, and requires both proactive and reactive sales and client service support of Franklin Templeton's distribution effort including the following responsibilities.
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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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Collaborate with Treasury and Pension Investment Committee to develop financial risk management strategy of Cargill's retirement programs (e.g. investment strategy, plan termination, liability buyout, optimization of DB plan surplus.
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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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Workplace Investing (WI) is Fidelity's retirement services business which helps over 24k employers lead a successful benefits program, to improve overall well-being to over 43 million employees.
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As the WI Domain Leader for Retirement Product Platforms, you blend broad product and technology management expertise with an obsession for delivering business partner and customer value. The Workplace Retirement Product Platforms Domain exists to focus on and deliver upon the core retirement product and platform capabilities needed by Clients and their Participants.
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Experience in administration of both pension & 401k Defined Benefits (DB) & Defined Contribution (DC) retirement plans. Maintain awareness of current retirement benefits programs, market trends, legislative, tax, and social changes.
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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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Title: retirement Company: Shell Point Retirement Community
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