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ASPPA or NIPA credentials are highly preferred, such as: Retirement Plan Fundamentals (RPF) certificate, Qualified 401(k) Administrator (QKA) credential, Qualified Pension Administrator (QPA) credential, and the Certified Pension Consultant (CPC) credential.
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Retirement Plan Consultant - REMOTE. 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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This investment management role is part of the Retirement Plans Investments (RPI) team which is predominately focused on managing the assets/investments of the Bank of America retirement plans that include defined benefit plans, 401(k) plans and deferred comp plans.
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Senior Retirement Plan Sales ExecutiveThe 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.
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Baltimore, MD Salaried Financial Advisor / Retirement Plan Sales Consultant. Related Jobs: Salaried Financial Advisor / Retirement Plan Sales Consultant. Portland, OR Retirement Plan Advisory Sales Consultant.
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NOTE: If you are receiving a retirement allowance from another California county covered by the County Employees’ Retirement Act of 1937 or from any governmental agency covered by the California Public Employees’ Retirement System (PERS), you are advised to contact the Retirement Officer of the Retirement Plan from which you retired to determine what effect employment in San Joaquin County would have on your retirement allowance.
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More information about these plans can be found at this link: Department of Retirement Systems Plans Faculty: Faculty can choose to enroll in the State Board Retirement Plan (SBRP) with the plan administrator being TIAA or the Teachers Retirement System (TRS) Plan 2 or Plan 3 administered by the Department of Retirement System (DRS.
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The Association provides retirement benefits for eligible employees of the County of Fresno, Superior Courts of California (Fresno), and participating agencies including the Fresno-Madera Area Agency on Aging, Clovis Veterans Memorial District, and Fresno Mosquito and Vector Control District.
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Lead a team consisting of a Paraplanner (PP) who manages paperwork, asset transfers, and assists with plan preparation. Our holistic approach encompasses retirement, wealth, tax, estate planning, legacy strategy, financial analysis, and more.
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5+ years of relevant retirement and pension experience, including experience with actuarial valuations, plan documents/amendments, government filings and handling Retirement Programs.
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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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Retirement Financial Planner Responsibilities. Retirement Financial Planner Requirements. Retirement Financial Planner Summary. Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson, Financial or Insurance Wholesaler, Internal Financial or Insurance Wholesaler, Pharmaceutical Sales and more.
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Assists in retirement plan administration, including eligibility and contribution management. Reporting to the Assistant Director of Benefits Programs, the Sr. Benefits and Retirement Specialist assists in general benefits administration with a focus on retirement benefits, including retiree health insurance for approximately 2,500 retirees across the enterprise.
$55,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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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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retirement plan jobs Title: senior engineer automation in Golden, Colorado
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