retirement consultant

Kyle David Group (KDG)

<p>Our client, Revision Wealth Management, is a premier wealth management firm specializing in delivering high- touch, highly customized financial solutions. With two current branch locations, and a team dedicated to serving high-net-worth and mass affluent clients, we strive for operational excellence, innovation, relentless accuracy and client satisfaction.</p><p><b>About the Role:</b></p><p>We are continuing to expand our advisory presence in Jacksonville and seeking confident, client-focused Retirement Consultants to guide individuals and families through the retirement planning process. This role blends education, connection, and consulting &mdash; helping clients understand their options and make informed decisions with clarity and confidence.</p><p><b>What You&rsquo;ll Do:</b></p><ul><li>Meet with clients and prospects to discuss retirement strategies</li><li>Guide individuals through the planning process with empathy and expertise</li><li>Communicate complex ideas in a clear, accessible way</li><li>Build strong, trust-based relationships</li><li>Support the firm's mission of delivering thoughtful, strategic retirement guidance</li></ul><p><b>What We&rsquo;re Looking For:</b></p><ul><li>Strong communication and interpersonal skills</li><li>A natural ability to educate and connect</li><li>A client-first mindset with a commitment to excellence</li><li>Confidence and presence in one-on-one and group conversations</li><li>Financial services experience preferred but not required for the right candidate</li></ul><p><b>Why Join Us:</b></p><p>This is an opportunity to grow with a firm that values tradition, integrity, and forward-thinking strategy. You&rsquo;ll make a meaningful impact on the lives of clients while building a strong advisory career.</p><p>Job Type: Full-time</p><p>Pay: $60,000.00 - $80,000.00 per year</p><p>Work Location: Hybrid remote in Jacksonville, FL 32256</p>

Retirement Consultant

Deloitte

<div></div><div><div><div><div><div><div><div><p><b>Human Capital
</b></p><p>Our Human Capital team helps Deloitte client service teams support value creation through people's performance. We guide teams in reimagining work, the workforce, and the workplace across the enterprise, and help in transforming HR functions with AI and emerging technology. With the rapid pace of change in today's world, you will help provide insights and enable delivery to address questions such as: How do organizations access, develop, and motivate their workforce? What should the AI strategy be for the HR function? Do they have the right organization and culture to enable performance? Join our team to help make work better for humans and humans better at work.
</p><p><b>Position Summary
</b></p><p><b>Level</b>: Analyst/Consultant</p><p>
As a Senior Consultant at Deloitte Consulting, you will design, develop, and deploy enterprise-scale software solutions, lead the creation of robust pipelines and manage code deployment across environments. You will collaborate with cross-functional, global teams to translate functional requirements into effective deliverables, independently guiding and mentoring junior team members. Your role spans the full project lifecycle, including estimation, planning, execution, and tracking key metrics for analysis, ensuring high-quality and timely delivery of solutions.
</p><p><b>Work you&rsquo;ll do:
</b></p><p>You would be working on consulting engagements as part of a cross -cultural team across regions
</p><p></p><ul><li>Play a business analyst role and work with different stakeholders to capture the comprehensive business requirements.
</li><li>Apply business consulting frameworks and methodologies to address business problems (e.g., Agile Methodology)
</li><li>Be responsible for the delivery of business results to clients
</li><li>Lead workshops to collaborate with client stakeholders and educate them throughout the process
</li><li>Lead / drive project teams internal/external and client conversations
</li><li>Lead / contribute to sales pursuits, consulting offerings and internal initiatives
</li><li>Participate in a variety of firm building events
</li></ul><p><b>The team:
</b></p><p>Our Insights, Innovation &amp; Operate Offering is designed to enhance key aspects of our clients' businesses by leveraging cutting-edge technology, data, and a blend of deep technical and human expertise. We innovate and deliver creative, industry-specific solutions that streamline operations and accelerate speed-to-value.
</p><p>Retirement &amp; Wealth practitioners at Deloitte are experts in the field and uniquely situated to provide a well-rounded point of view to our clients. With a strong breadth of knowledge and vast array of expertise, our professionals are well positioned to serve our clients&rsquo; every need.
</p><p><b>Qualifications
</b></p><p><b>Must Have Skills/Project Experience/Certifications:
</b></p><p>We are looking for people with a deep understanding of US Retirement Industry along and Software Development Life Cycle (SDLC):
</p><p></p><ul><li>Understanding of the US Retirement / Wealth Management (e.g., defined contribution, defined benefit, health, and wealth plans)
</li><li>Good understanding around defined contribution plans such as 401 (k), 403 (b), 457
</li><li>Understand Plan Creation/onboarding, Participation Enrollment, Contribution Management, Loans Distribution, etc.
</li><li>Deep understanding of Agile principles, Scrum ceremonies, backlog grooming, sprint planning, and retrospectives to drive continuous improvement in product development cycles
</li><li>Product development, and project management to deliver innovative and user-centric solutions.
</li><li>Ability to work with cross-functional teams (e.g., Design, development, QA) on various tasks such a roadmap, process flows, T-shirt sizing, effort estimations</li><li>
Experience in writing comprehensive business requirements (e.g., User Stories)
</li><li>Experience in Project Management Tools (e.g., JIRA, Zephyr, Confluence)
</li><li>Familiar with Software Development Life Cycle (SDLC) and deep understand the various stages/roles as part of SDLC (e.g., planning, development, testing).
</li><li>Knowledge and experience working with Microsoft Office tools
</li></ul><p><b>Good to have Skills/Project Experience/Certifications:
</b></p><p></p><ul><li>Ability to be a self-starter and work independently, but also cooperatively in a close team environment
</li><li>Ability to prioritize and have good attention to detail
</li><li>Excellent oral and written communication skills
</li><li>Excellent Microsoft Office skills
</li></ul><p><b>Education:
</b></p><p></p><ul><li>BE/B.Tech/M.C.A./M.Sc (CS) degree or equivalent from accredited university
</li></ul><p><b>Location</b>:
</p><p></p><ul><li>Bengaluru/Hyderabad/Pune/Chennai/Kolkata</li></ul><div><div><br>
<div>#HC-EH-FY26</div></div><br>
<br>
</div><div></div>
</div><div><div><div><b>Our purpose</b></div><br>
<div></div>
Deloitte&rsquo;s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.</div>
</div><div><div><div><b>Our people and culture</b></div><br>
<div></div>
Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.</div>
</div><div><div><div><b>Professional development</b></div><br>
<div></div>
At Deloitte, professionals have the opportunity to work with some of the best and discover what works best for them. Here, we prioritize professional growth, offering diverse learning and networking opportunities to help accelerate careers and enhance leadership skills. Our state-of-the-art DU: The Leadership Center in India, located in Hyderabad, represents a tangible symbol of our commitment to the holistic growth and development of our people. Explore DU: The Leadership Center in India.</div>
</div><div><div><b>Benefits to help you thrive</b><br>
</div><div>
At Deloitte, we know that great people make a great organization. Our comprehensive rewards program helps us deliver a distinctly Deloitte experience that helps that empowers our professionals to thrive mentally, physically, and financially&mdash;and live their purpose. To support our professionals and their loved ones, we offer a broad range of benefits. Eligibility requirements may be based on role, tenure, type of employment and/ or other criteria. Learn more about what working at Deloitte can mean for you.</div><div></div>
</div><div><div><b>Recruiting tips</b></div><br>
<div></div>
From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.
</div></div></div></div></div></div><p></p><div><div><div><p>Requisition code: 302792</p></div></div></div></div>

Deloitte USI- Human Capital – Retirement and Wealth - Analyst/Consultant

Sun Life

<div><p>Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.</p><p></p><p>
Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.</p><p></p><div><div><div><div><div><div><div><p><b>
Job Description:
</b></p></div></div></div></div></div></div></div><p>Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week</p><p></p><p><b>
The Opportunity:</b></p><p></p><p>
The Benefits Consultant, Retirement Plans is responsible for the day-to-day operations of the retirement programs and Employee Stock Purchase Plan (ESPP). This role requires ongoing interaction with our retirement vendors to ensure accurate delivery of our retirement plans. The scope of accountability includes the qualified and non-qualified Defined Contribution plans, qualified and non-qualified Defined Benefit plans and the ESPP.</p><p></p><p><b>
What you will do:</b></p><ul><li>
Collaborate with retirement vendors to deliver ongoing plan administration, including maintenance of systems</li><li>
Resolve retirement escalations for active employees, terminated participants, and retirees</li><li>
Serve as a point of contact for Human Resources colleagues on retirement plan inquiries</li><li>
Review reconciliation of 401(k) payroll reports in preparation for funding and approval for two payroll companies</li><li>
Validate financial pension reconciliation reports to ensure accuracy and compliance</li><li>
Review and approve retirement packages for active and terminated participants in the frozen pension plan</li><li>
Perform quality checks and approval of pension paperwork prior to payment processing</li><li>
Conduct review of 401(k) payroll files and other internal and external retirement files to ensure accuracy</li><li>
Review non-qualified FICA reports and distribution letters for completeness</li><li>
Revise and update summary plan descriptions as needed and review all internal and external retirement related communications, including ESPP</li><li>
Partner with vendors and auditors on retirement plan compliance including 401(k) and pension plan testing to ensure annual filings are completed accurately and timely</li><li>
Adhere to applicable government regulations to ensure timeliness and accuracy of required reporting and fees (pension funding notice, Form 5500, fee disclosure)</li><li>
Perform 401(k) correction calculations in partnership with retirement vendor</li><li>
Support activities related to the ESPP enrollment and offer periods</li><li>
Manage retirement claims and appeals</li><li>
Identify enhancements to processes related to retirement benefits and the employee experience</li><li>
Complete other duties and projects as assigned</li></ul><p></p><p><b>
What you bring with you:</b></p><ul><li>
Bachelor&rsquo;s Degree or equivalent work experience</li><li>
3+ years of employee benefits experience, including strong knowledge of retirement plans, for mid-size to large organizations</li><li>
Understanding of plan compliance, ERISA and other relevant benefits legislation, privacy and security matters</li><li>
Excellent communication skills and customer service orientated</li><li>
Strong attention to detail and commitment to accuracy</li><li>
Strong client-centric approach with focus on continuous improvement</li><li>
Excellent analytical and critical thinking skills</li><li>
Strong working knowledge of MS Office (e.g. Excel, Word and PowerPoint)</li><li>
Strong problem-solving skills to quickly tackle ambiguous situations with an analytical mindset</li><li>
Ability to work well independently or collaboratively as needed and succeed in a fast paced, fluid environment and readily adapts to change</li><li>
Working knowledge of MS Office (e.g. Excel, Word and PowerPoint)</li></ul><p></p><p><br>
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Salary Range: 61,900-92,900</p><p></p><p>
Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!</p><p></p><p>
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.</p><p></p><p><b>
Life is brighter when you work at Sun Life</b></p><p>
At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&amp;D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We&rsquo;re proud to be recognized in our communities as a top employer. Proudly Great Place to Work&reg; Certified in Canada and the U.S., we&rsquo;ve also been recognized as a &quot;Top 10&quot; employer by the Boston Globe's &quot;Top Places to Work&quot; for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.</p><p></p><p>
We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.com to request an accommodation.</p><p></p><p>
For applicants residing in California, please read our employee California Privacy Policy and Notice.</p><p></p><p>
We do not require or administer lie detector tests as a condition of employment or continued employment.</p><p></p><p>
Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.</p><p></p><p>
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.</p><p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Job Category:
</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div>Human Resources<p></p><div><div><div><div><div><div><div><p><b>
Posting End Date:
</b></p></div></div></div></div></div></div></div>02/12/2025</div>

Benefits Consultant, Retirement Plans

USAA

<p><b>Why USAA?</b></p><p>At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.</p><p>Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.</p><p><b>The Opportunity</b></p><p> USAA is seeking a talented <b>Director, Retirement Income</b> to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts</p><p> We offer a flexible work environment that requires an individual to be <b>in the office 4 days per week.</b> This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is <b>not</b> available for this position. </p><p><br><b>What you'll do:</b></p><ul><li><p>Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas.</p></li><li><p>Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals.</p></li><li><p>Conducts data analysis to influence strategy to achieve business outcomes. </p></li><li><p>Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income.</p></li><li><p>Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.</p></li><li><p>Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members.</p></li><li><p>Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. </p></li><li><p>Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. </p></li><li><p>Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. </p></li><li><p>Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees.</p></li><li><p>Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.</p></li><li><p>Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.</p></li></ul><p><b> What you have: </b></p><ul><li><p> Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) </p></li><li><p> May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. </p></li><li><p> RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. </p></li><li><p> 8 or more years of related experience in financial services operations to include process improvement and business analysis. </p></li><li><p> 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. </p></li><li><p> Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income </p></li></ul><p><b>What sets you apart: </b></p><ul><li><p> US military experience through military service or a military spouse/domestic partner </p></li><li><p> Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) </p></li><li><p> Current Life and Health (Group 1) license </p></li><li><p> MBA or master's degree in a financial or business-related field </p></li><li><p> CERTIFIED FINANCIAL PLANNER (CFP ) designation </p></li><li><p> 10 or more years of Retirement Planning and/or Annuity experience. </p></li><li><p> 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. </p></li><li><p> 3 or more years of direct leadership experience over other managers (leader of leaders) </p></li><li><p> RICP (Retirement Income Certified Professional) Designation </p></li><li><p> Experience managing a team of investment advisors in a call center environment. </p></li></ul><p><b>Compensation range: </b>The salary range for this position is: <b>$114,080 - $218,030</b> </p><p><b>USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).</b></p><p><b> Compensation: </b> USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. </p><p> </p><p> Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. </p><p> The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. </p><p> </p><p><b> Benefits: </b> At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. </p><p> </p><p> For more details on our outstanding benefits, visit our benefits page on </p><p> Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. </p><p> </p><p> USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. </p>

Director, Retirement Income - Life Company

AssetMark

<div><div>Job Description:</div><div>
The Job/What You&rsquo;ll Do:</div><div>
We are seeking an innovative, customer-focused leader to serve as our Retirement Services Director. The ideal candidate will have a proven track record supporting financial advisors, record keepers, and TPAs with complex retirement needs. This leader will oversee a high-performing team, and partner record keepers, ensuring advisor issues are resolved promptly and accurately.</div><div></div><div>
With a relentless drive for continuous improvement, the Retirement Services Director will champion process enhancements, deliver rapid and fair solutions to record keeper challenges. Building strong relationships across direct reports, advisors, cross-functional teams, and strategic partners is essential. The Director will execute a robust people engagement strategy&mdash;coaching, developing, and empowering the team to consistently achieve key performance indicators and deliver exceptional service.</div><div></div><div>
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.</div><div></div><div>
Responsibilities:</div><ul><li>
 Strategic Leadership.</li><li>
Shape and communicate a compelling vision for the retirement services function.</li><li>
Independently lead change initiatives that elevate service delivery and client satisfaction.</li><li>
Monitor and report key performance indicators to ensure strategic alignment.</li><li>
Consistently achieve and exceed key performance indicators by driving process improvements, fostering team accountability and ensuring exceptional client outcomes.</li><li>
Oversee and manage record keeper and custodial relationships to ensure advisors have an exceptional experience.</li><li>
Resolve client issues swiftly and fairly, ensuring long-term satisfaction.</li><li>
Inspire and motivate a multi-generational workforce, fostering inclusion and collaboration.</li><li>
Build trust and resilience within the team, promoting a culture of excellence and integrity.</li><li>
Develop talent through coaching, feedback, and growth opportunities.</li><li>
Influence across boundaries to align diverse perspectives and drive enterprise-wide impact.</li></ul><div></div><div>
Knowledge, Skills, Abilities:</div><div>
Minimum Qualifications</div><ul><li>
Proven experience in retirement plan administration (401(k), 403(b), SIMPLE IRA, Solo(k), Defined Benefit plans.</li><li>
Demonstrated success in leading high-performing teams and shaping organizational culture.</li><li>
Demonstrated willingness and capability to dive deep into service and operational details, proactively addressing daily challenges.</li><li>
Strong relationship-building and stakeholder management skills.</li><li>
Expertise in working with recordkeepers, TPAs, financial advisors, and plan participants.</li><li>
Strategic thinker with a hands-on approach to problem-solving and execution.</li><li>
5-years&rsquo; progressive leadership experience in retirement services, with a proven track record of directly partnering with financial advisors, recordkeepers and TPAs to deliver exceptional outcomes.</li></ul><div></div><div>
Preferred Traits &amp; Competencies</div><ul><li>
Inspirational communicator with clarity and authenticity.</li><li>
Bold, transformative leader with a customer-first mindset.</li><li>
Skilled in change management, talent development, and innovation.</li><li>
Emotionally intelligent and resilient under pressure.</li><li>
Operates with integrity, excellence, and respect in all interactions.</li></ul><div></div><div>
Who We Are &amp; What We Offer:</div><div>
AssetMark&rsquo;s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that&rsquo;s through compelling technology that facilitates a better client experience, consulting services that ensure advisors&rsquo; businesses are running at their best, or offering a comprehensive suite of investment solutions. AssetMark&rsquo;s platform empowers advisors to provide the highest level of service possible to their clients.</div><div>
AssetMark&rsquo;s culture is driven by our mission, connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that live these values every day by making a difference, doing what is right, doing the best in all that we do and encouraging and valuing different ideas of experiences, perspective, and backgrounds.</div><ul><li>
Flex Time Off (Take what you need)</li><li>
10 days Sick/Mental Health Days</li><li>
401K &ndash; 6% Employer Match</li><li>
Medical, Dental, Vision &ndash; HDHP or PPO</li><li>
HSA &ndash; Employer contribution</li><li>
Volunteer Day</li><li>
Career Development / Recognition</li></ul><div></div><div><i>
Compensation: The Base Salary range for this position is between </i><i>$130,000-$150,000.</i></div><div><i>
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.</i></div><div></div><div><i>
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.</i></div><div></div><div>
#LI-hybrid</div><div>
#LI-TE 1</div><div></div><div>
Who We Are &amp; What We Offer:</div><div>
AssetMark&rsquo;s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors&rsquo; businesses are running at their best and a comprehensive suite of investment solutions. AssetMark&rsquo;s platform empowers advisors to provide the highest level of service possible to their clients.</div><div></div><div>
AssetMark&rsquo;s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.</div><div></div><ul><li>
Flex Time Off or Paid Time/Sick Time Off</li><li>
401K &ndash; 6% Employer Match</li><li>
Medical, Dental, Vision &ndash; HDHP or PPO</li><li>
HSA &ndash; Employer contribution (HDHP only)</li><li>
Volunteer Time Off</li><li>
Career Development / Recognition</li><li>
Fitness Reimbursement</li><li>
Hybrid Work Schedule</li></ul><div></div><div>
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.</div></div><div></div>

Director, Retirement Services

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

MassMutual

<p><b>The Team</b></p><p>This position will be part of our diverse, collaborative Pension Risk Transfer (PRT) Organization. The department is experiencing rapid growth, making this an exciting place to grow a career. </p><p><b>The Impact </b></p><p>As a key member of the Pension Risk Transfer Operations team, this role is responsible for executing a wide range of analytical and transactional functions with medium to high complexity across multiple product lines and recordkeeping systems. The position involves calculating and processing financial and non-financial transactions-including various types of benefits and distributions-with a strong emphasis on accuracy, timeliness, and quality control. </p><p>Core responsibilities include:</p><ul><li>Performing complex manual and automated calculations, transactions, and exception/escalation handling</li><li>Ensuring all transactions are processed in good order, identifying and resolving not-in-good-order (NIGO) issues, and maintaining clear communication with internal stakeholders.</li><li>Conducting detailed analysis of client and annuitant data, plan provisions, and forms to ensure compliance and proper processing.</li><li>Responding to internal service requests and completing complex research inquiries.</li><li>Identifying NIGO trends and recommending improvements to workflows, customer service experience and documentation.</li><li>Maintaining a high accuracy rate to mitigate financial risk to clients and the enterprise.</li><li>Acting as a subject matter expert, providing guidance, and coaching to team members.</li><li>Driving continuous improvement initiatives using Lean methodologies and supporting divisional projects as needed.</li><li>This role requires a high level of judgment, discretion, and a proactive mindset to enhance operational efficiency and client satisfaction.</li></ul><p><b>The Minimum Qualifications</b></p><ul><li>High School Diploma/GED/HiSET </li><li>3+ years' experience in interpreting Defined Benefit and/or Pension Risk Transfer plan provisions and contract documents accurately and effectively. </li><li>3+ years' experience performing comprehensive Defined Benefit and/or Pension Risk Transfer pension benefit calculations for retirement estimates, retirement commencements, death claims, and other complex PRT transactions.</li></ul><p><b>The Preferred Qualifications</b></p><ul><li><p>Ability to apply PRT and industry related product knowledge and critical thinking skills to handle problems. </p></li><li>5+ years experience in interpreting PRT plan provisions and contract documents accurately and effectively</li><li>Handle multiple tasks, complete client requests timely and with high quality; follow through on outstanding items and communicate outcomes</li><li>Clearly communicate complex benefit calculations in simplified terms to either internal or external parties</li><li>Understand regulatory matters impacting calculations and processes</li><li>Support plan amendment process, compliance and regulatory changes and transition of new plans from New Business to in force operations</li><li>Processing support to other PRT operations processes as needed</li><li>Under general direction, responsible for performing complex research and analysis to support business operations - presenting findings to manager or project leader</li><li>Determine best practices and suggest improvements</li><li>Identify problems and collaborate with other departments on solutions</li><li>Perform special projects upon request</li><li>Oversee the work of less experienced peers</li></ul><p><b>What to Expect as Part of MassMutual and the PRT Team</b></p><ul><li>Regular meetings with the Pension Risk Transfer team</li><li>Focused one-on-one meetings with your manager</li><li>Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups</li><li>Access to learning content on Degreed and other informational platform</li></ul><p></p>MassMutual is an equal employment opportunity employer. We welcome all persons to apply.<br><br>If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Pension Benefit Calculation Consultant

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