pensions retirement plan specialist

Sanderson

<p>Are you looking to work as a trusted adviser to clients in the defined benefit pensions sector? This is an exciting opportunity for a Senior Manager in a new consulting practice, where you would get to deliver a range of pensions administration related projects to clients, including GMPe, Pensions Dashboards, regulatory change, client onboarding, buy ins/buyouts and more.</p> <p><strong>What you'll do:</strong></p> <ul> <li>Lead the initiation and implementation of key administration projects e.g. pensions dashboards, GMP equalisation, factor reviews, legislative change.</li><li>Support in new administration client implementations </li><li>Work with administration system provider, admin systems team, clients and the wider business to improve system automation </li><li>Act as an interface to clients on administration project matters, including preparing papers for Trustee and client service review meetings.</li><li>Participate in external industry forums</li><li>Monitor upcoming legislative and regulatory changes impacting pensions administration </li><li>Oversee the implementation of annual scheme events </li><li>Identify opportunities to contribute to the business's financial success, including areas for revenue generation </li><li>Develop and manage budgets related to administration projects</li></ul> <p><strong>This role would suit someone who has:</strong></p> <ul> <li><em>Experience in a top-tier pensions consultancy/third-party administrator or from a large defined benefit pension scheme.</em></li><li>Excellent verbal and written communication skills</li><li>Strong numeric, analytical and problem-solving skills</li><li><em>Positive attitude & energy.</em></li><li><em>Knowledge of the pensions risk transfer market, including working with schemes as they move through the buy-in to buy-out process.</em></li><li><em>Experience in working in an FCA regulated industry with working knowledge of Consumer Duties requirements.</em></li><li><em>Pensions qualification such as FIA or PMI.</em></li></ul> <p>the role comes with a competitive salary between £80-90k plus the following benefits</p> <ul> <li>Annual performance bonus</li><li>25 days holiday (increasing to 30 with service) plus bank holidays.</li><li>A pension with 15-17% employer contributions (depending on age).</li><li>8 x salary Life Insurance.</li><li>Generous family friendly policies, including up to 26 weeks full pay (maternity, adoption and paternity leave)</li><li>Free health assessments.</li><li>Health cash plan.</li></ul> <p>RSG Plc is acting as an Employment Agency in relation to this vacancy.</p>

Senior Manager - Pensions Administration Consulting

Isio

<p><strong>Pension Scheme Events Analyst</strong></p><p>We're looking for a Pension Scheme Events Analyst to support our pension scheme administration service.</p><p>You'll be responsible for managing, processing and checking key annual and periodic pension scheme events across our growing portfolio of clients.</p><p>The work is extremely varied, and you'll be supported by an experienced and knowledgeable team. Ideally, you'll have experience working in a similar role or you'll have a strong technical background in pensions admin and are looking for a scheme level role and a new challenge.</p><p>This role can be based in our Belfast, Edinburgh or Glasgow city centre office with a hybrid workstyle.</p><p><strong>What does the role entail?</strong></p><ul><li>Prioritising and managing competing scheme events to ensure delivery with client Service Level Agreements.</li><li>Processing and checking scheme events to comply with internal quality standards and scheme and legislative rules.</li><li>Maintain a culture which reflects Isio's values and puts the member at the heart of all activities.</li><li>Attending internal and external meetings to provide support and guidance on scheme events.</li></ul><p><strong>What we're looking for</strong></p><ul><li>Excellent organisational skills and the ability to manage multiple events and meet tight deadlines.</li><li>Strong technical DB pensions and legislative knowledge and understanding.</li><li>Experience of working in a third-party administration environment.</li></ul><p><strong>What you can expect in return</strong></p><ul><li>A competitive salary and market leading bonus scheme with stretch targets for high performance</li><li>Study support to help you achieve professional qualifications, with salary increases for exam passes</li><li>Development and training opportunities to support your career ambitions throughout your time with us</li><li>A friendly, and supportive team who will help you to deliver your best work</li></ul><p>You can find out more about us and the benefits we offer on our careers website.</p><p><strong>What's next?</strong></p><p>Click on the 'apply' and follow the simple application process on-line.</p><p>At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.</p><p>We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.</p>

Pension Scheme Events Analyst

Ameritas Life Insurance Corp

<p></p><div><p><b>Position Description:
</b></p><p>The <b>Senior Coordinator, Transition</b> supports implementation consultants in the smooth transition from point-of-sale through hand-off to the client services and administration teams. This position is responsible for the intake of new and conversion plan paperwork on all appropriate systems within the department. Additionally, this position is responsible for implementing plans on the recordkeeping system, requiring the ability to interpret the plan documents and a deep understanding of the recordkeeping system. The position is responsible for establishing the appropriate investments and sources, inputting plan provisions, generating 404a5 disclosures and enrollment materials, and establishing participant records with the appropriate employment and plan status.</p><br>
<p></p>
<p><b>
Position Location:</b></p>
<ul>
<li>This position is remote and does not require regular in-office presence.</li><br>
</ul>
<p></p><p><b>What you do:</b></p>
<ul>
<li>Completes the quality check of all received transition paperwork ensuring all information is included.</li>
<li>Updates the workflow system to reflect milestone events with the transition process/plan.</li>
<li>Establishes plan in recordkeeping system.</li>
<li>Attaches investments and creates accounts and sources in recordkeeping system.</li>
<li>Interprets plan document and input plan provisions into recordkeeping system.</li>
<li>Inputs fee schedules and prepares plan notices for approval.</li>
<li>Prepares and orders enrollment materials.</li>
<li>Prepares and imports employee census data into the recordkeeping system and maps contribution rates and deferral elections.</li>
<li>Prepares and imports historical payroll data in the recordkeeping system.</li>
<li>Be a resource to assist other lines of business where there is greater demand.</li></ul><br>
<p></p>
<p><b>
What you bring:
</b></p><ul><li>Bachelor's Degree or equivalent experience in Business-related field required</li>
<li>1-3 years of experience in working with retirement plans</li>
<li>Multiple Employer Plan experience a plus but not required</li>
<li>Relius experience a plus but not required</li>
</ul>
<p><b>What we offer:
</b></p><div><b>A meaningful mission. Great benefits. A vibrant culture</b></div>
<div>
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.</div><br>
<div>
</div><div>At Ameritas, you&rsquo;ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect - and things you don&rsquo;t:</div><br>
<div></div>
<div><b>
Ameritas Benefits</b></div>
<div><b>
For</b> <b>your money:</b></div>
<ul>
<li>401(k) Retirement Plan with company match and quarterly contribution</li>
<li>Tuition Reimbursement and Assistance</li>
<li>Incentive Program Bonuses</li>
<li>Competitive Pay</li>
</ul>
<div><b>For your time:</b></div>
<ul>
<li>Flexible Hybrid work</li>
<li>Thrive Days - Personal time off</li>
<li>Paid time off (PTO)</li></ul><br>
<div></div>
<div><b>
For your health and well-being:</b></div>
<ul>
<li>Health Benefits: Medical, Dental, Vision</li>
<li>Health Savings Account (HSA) with employer contribution</li>
<li>Well-being programs with financial rewards</li>
<li>Employee assistance program (EAP)</li></ul><br>
<div></div>
<div><b>
For your professional growth</b><b>:</b>
</div><ul><li>Professional development programs</li>
<li>Leadership development programs</li>
<li>Employee resource groups</li>
<li>StrengthsFinder Program</li></ul><br>
<div></div>
<div><b>
 For your community:</b></div>
<ul>
<li>Matching donations program</li>
<li>Paid volunteer time&ndash; 8 hours per month</li></ul><br>
<div></div>
<div><b>
For your family:</b></div>
<ul>
<li>Generous paid maternity leave and paternity leave</li>
<li>Fertility, surrogacy and adoption assistance
</li><li>Backup child, elder and pet care support</li></ul><br>
<p></p>
<p>
</p><p><b>An Equal Opportunity Employer</b></p><br>
<p></p>
<p>
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we&rsquo;re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
</p><p></p><p>Pay:</p><p>
$21.07</p><ul><li></li></ul><p>
$33.70</p></div>

Senior Coordinator, Transition- Retirement Plans

Montgomery County, PA

<div><div><div><h2 class="jobSectionHeader"><b>SUMMARY</b></h2></div>
<p></p><div><div>This person maintains active and retired members&rsquo; files, consults with terminating employees re: options available, and prepares checks for new retirees, and active and retired deaths</div></div><p></p>
<div><h2 class="jobSectionHeader"><b>ESSENTIAL DUTIES AND RESPONSIBILITIES</b></h2></div>
<p></p><div><ul><li>Maintains liaison with the Treasurer&rsquo;s Office, Human Resources Department and Payroll.</li><li>Answers the Retirement Office telephone and emails, handles retirement office correspondence.</li><li>Answer retirees&rsquo; questions and concerns, if appropriate refers them to the manager.</li><li>Responsible for manual check production &amp; distribution.</li><li>Coordinates pension refunds &amp; death benefits distributions.</li><li>Responsible for vesting correspondence &amp; paperwork,</li><li>Responsible for collection of information on new hires and their enrollment into the pension system.</li><li>Responsible mail distribution &amp; maintain files.</li><li>Maintain high confidentiality of information.</li><li>Perform other administrative duties as assigned.</li></ul></div><p></p>
<div><h2 class="jobSectionHeader"><b>QUALIFICATION REQUIREMENTS</b></h2></div>
<p></p><div><div>To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</div><ul><li><br>
High School graduate, college preferred.</li><li>Minimum three (3) years of office support experience.</li><li>Ability to acquire a working knowledge of the rules and procedures governing the county&rsquo;s pension plan.</li><li>Excellent oral and written communications skills.</li><li>Team player.</li><li>Proficient in Word and Excel.</li><li>Ability and desire to learn the Pension Administration System ( A user friendly Database system).</li></ul></div><p></p>
<div><h2 class="jobSectionHeader"><b>PHYSICAL DEMANDS</b></h2></div>
<p></p><div><div>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</div><div><br>
While performing the duties of this job, the employee is regularly required to stand; walk; sit; and talk and hear The employee is occasionally required to use hands to finger, handle or feel objects, tools or controls; reach with hands or arms; and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and depth perception.</div><div><br>
WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.</div><div><br>
The noise level in the work environment is usually moderate.</div></div></div></div><p></p>
<br><div></div><div><div><div><p>Employee Benefits | Montgomery County, PA - Official Website (montcopa.org)</p></div></div></div>

Fiscal Specialist - Retirement

Liebherr-International Deutschland GmbH

Die Liebherr-International Deutschland GmbH mit Sitz in Biberach an der Riß nimmt für die Firmengruppe Liebherr, die weltweit mehr als 50.000 Mitarbeitende in über 140 Gesellschaften beschäftigt, vielfältige Funktionen in den Bereichen Finanzen, Steuern, Revision, Recht, Versicherungswesen, Personal sowie Kommunikation und Markenführung wahr.<br> <br> <b>Referent für betriebliche Altersvorsorge . klicken sie bewerben, für die volle Stellenbeschreibung

Referent Für Betriebliche Altersvorsorge (m/w/d) - Befristet Für 2 Jahre

Ashdown Group

<p>Pensions & Employee Benefits Research Specialist </p> <p>Location: Central London (Hybrid: 2 days in the office, 3 days from home) </p> <p>Salary: Up to £47,000 per annum </p> <p>Are you a pensions professional with a passion for research and analysis? Do you thrive on staying ahead of the latest developments in pension legislation and social security systems across the globe? Our client is looking for a Pensions & Employee Benefits Research Specialist to join a dynamic team, offering a fantastic opportunity to develop your expertise in a global context. </p> <p> Key Responsibilities: </p> <ul> <li>Conduct in-depth research on pension plans , social security systems , and employee benefits regulations across multiple countries. </li><li>Summarize and communicate market developments and regulatory changes to produce high-quality content for reports and whitepapers. </li><li>Maintain the accuracy, quality , and integrity of content across the organization's products. </li><li>Respond to client inquiries and provide insightful answers to complex pensions-related questions. </li><li>Contribute to the ongoing development of content in an innovative, fast-paced environment. </li></ul> <p>Key Skills and Experience : </p> <ul> <li>Solid understanding of both defined benefit (DB) and defined contribution (DC) pension plans. </li><li>Previous experience researching and summarizing regulations and information from pensions and insurance supervisory bodies. </li><li>Strong written communication skills, including the ability to produce clear, concise reports and analysis. </li><li>Excellent attention to detail, ensuring content is accurate and reliable. </li><li>Familiarity with employee benefits such as group life , private medical insurance (PMI) , and maternity benefits is a plus. </li><li>Additional language skills would be highly advantageous. </li></ul> <p>What You'll Get: </p> <ul> <li>A hybrid working model (2 days in the office, 3 days from home), providing a great work-life balance. </li><li>Competitive salary of up to £47,500 with a structured path for career progression. </li><li>The opportunity to be part of a global team that supports key players in the pensions and insurance sectors. </li><li>Access to exclusive insights and the chance to contribute to thought leadership at global industry events. </li><li>Ongoing professional development and support in building your technical knowledge in a fast-evolving industry. </li></ul> <p> If you have a passion for pensions and employee benefits and want to take your career to the next level in a flexible, supportive environment, we'd love to hear from you! </p> <p>Apply now to take the next step in your career! </p>

Pensions and Employee Benefits Research Analyst

Reed

<p><strong>IFA Administrator</strong></p> <p><strong>Glasgow</strong></p> <p><strong>£27,000 - £35,000 + benefits</strong></p> <p>Get expert training and real client experience to boost your financial planning qualifications.</p> <p>You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning.</p> <p>This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications.</p> <p>The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side.</p> <p>You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career.</p> <p><strong>What you'll do</strong></p> <p>Support the advice team by managing a mix of client and business administration. This includes:</p> <ul> <li>Preparing for client reviews and helping with tax year-end planning</li><li>Processing investment switches, withdrawals, and pension transfers</li><li>Handling complex cases like Trusts and maintaining accurate records</li><li>Responding to client enquiries and acting as a key point of contact</li><li>Drafting suitability reports and supporting new business across investments, pensions and trusts</li></ul> <p>You'll develop a broad understanding of financial planning while working in a varied, client-facing environment.</p> <p><strong>What you'll need</strong></p> <p>Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise.</p> <p><strong>About the company</strong></p> <p>The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies.</p> <p>Please click <strong>'Apply now'</strong>. Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later.</p> <p>Everyone will receive a response.</p>

IFA Administrator

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