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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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Enterprise Medical is assisting a national health organization with its search for a Family Medicine physician to join its practice in Charlotte, North Carolina.
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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 (, Form 5500), funding notices (SAR/AFN) and reporting, SPD/plan amendments etc.
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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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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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You contribute to Veolias 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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AOC-CORP) Administration of Courts - Correction Officers Retirement Plan: Juvenile Detention and Adult Probation (Superior Court). (CORP) Correction Officers Retirement Plan: Employees in Adult Detention positions with the Sheriff's Office.
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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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In addition, employees are also entitled to participate in an employer sponsored 401(k) plan, to save for retirement. Experience in administration of both pension & 401k Defined Benefits (DB) & Defined Contribution (DC) retirement plans.
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Maintain awareness of current retirement benefits programs, market trends, legislative, tax, and social changes. Strong analytical skills and understanding of retirement actuarial concepts and problem-solving skills, to assess, identify problems and escalate when necessary.
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Building Plan Reviewer - ICC Residential Plan Examiner and Commercial Plan Examiner certifications. Perform the full range of residential IRC and smaller IBC Plan Reviews (includes electrical, if qualified.
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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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To qualify for CalPERS an employee must work a minimum of 20 hours per week or already be a member, if not the employee is eligible for an alternative retirement plan. The District offers two excellent medical plans, Blue Shield and Kaiser Permanente ; two dental plans, Delta Dental and MetLife SafeGuard ; and vision care through Vision Service Plan (VSP.
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Function as retirement Plan Administrator and coordinate with Transamerica team. 100% Employee-Owned Company (ESOP) Retirement Plan / 401k PlanSupport the ESOP Committee Chairperson and manage the administration of the ESOP. Coordinate with ESOP auditors, TPA, valuation firm, lawyer, and trustee.
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MERS Hybrid Retirement Plan: 2 plans in one - Defined benefit plan with the investment choice of a defined contribution plan. Ability to effectively plan, schedule, and direct personnel and public works contractors.
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retirement plan jobs Company: Cps Inc in Highland, Indiana
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