retirement consultant

Nationwide Mutual Insurance Company

<div>Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide&reg;, &ldquo;on your side&rdquo; goes beyond just words. Our customers and partners are at the center of everything we do and we&rsquo;re looking for associates who are passionate about delivering extraordinary care.<p></p><p><b>
This role can be fully remote, but proximity to Columbus, OH is preferred. The role will require up to 25-50% travel with location near a major metropolitan airport required.
</b></p><p></p><p>This is an H4 band role.</p><p></p><p>
#LI-COLE</p><p></p><p><b>
Job Description Summary</b></p>
Our team members love everything about sales and the sales process. We work in a highly-competitive industry where it pays to be ethical, determined, persistent and innovative. If you have the tenacity and vision to win and retain profitable business and would thrive in the culture of Nationwide, where you are surrounded and supported by the both the team and the company, we want to know more about you!
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As a Sr Consultant, Rebid Strategy, you&rsquo;ll lead rebid strategy and execution across the integrated service team including sales, operations, marketing, product development and finance to define an approach to retain large government and institutional clients with $250M+ in assets (top 200 clients representing $62B in assets + 4 large case plans representing an additional $110M in assets) as clients go out to bid. We&rsquo;ll count on you to build and grow relationships with key decision makers. You&rsquo;ll be responsible for developing multi-year rebid strategies for contract renewals and lead the entire internal bid response through partnerships with cross-functional teams across the organization.<p></p><p><b>
Job Description</b></p><p><b>
Key Responsibilities:</b>
</p><ul><li><p>Directs all aspects of the rebid sales process across the country including working across retirement solutions teams to define retention and growth strategies when client is in the queue to come up for bid and/or already in the bid process (multi-year process) for our largest clients $250M in assets and above</p></li><li><p>
Creates cadence for executing deliverables and gaining agreement internally while working with field teams and external consultants where applicable.</p></li><li><p>
Lead the team through finalist preparation and delivery if/when plan goes to finalist - including selecting and aligning team, crafting position, data and story, preparing finalist presentation team with practice/feedback sessions and final presentation.</p></li><li><p>
Leads proactive strategy development and internal team meeting across retirement solutions sales and business partners to position Nationwide for retention and growth</p></li><li><p>
Provides expertise in RFP response and positioning for competitive scoring and finalist presentation</p></li><li><p>
Works closely with Acquisition Directors to leverage best practices and learnings to put the deal team in the best position to retain/grow clients</p></li><li><p>
Includes staying close to competitors and their offers and strategies to position Nationwide for the retention win</p></li><li><p>
Consult with Acquisition Directors and Finance on similar bids for target segment and competitor insights</p></li><li><p>
Partner with Acquisition, Business Partners and Finance on pricing assumptions</p></li><li><p>
Works with endorsement partners (NACo, IAFF) in advance to leverage relationships to retain the plan</p></li><li><p>
Develops relationships with senior decision makers including consultants, career staff and board/committee members helping to inform retention and growth strategy</p></li><li><p>
Provide key updates and communications across teams including senior leadership to keep everyone informed and aligned</p></li><li><p>
Partners with Marketing, Finance, Product, Consultant Relations and Sales Leadership to develop Nationwide's go-to-market strategy and story as well as representing Nationwide in this marketplace at conferences, forums and other key sales and client events.</p></li><li><p>
Compiles rebid finals executive summary, partners with Marketing on finals presentation, material, packaging, Nationwide Technology (web demo, expert presenter, videos), provides coaching and feedback to team members including Vice President/Senior Vice President/President-level senior executives, facilitates finals meeting including opening, close, and Q&amp;A discussion.</p></li><li><p>
Knows and uses Salesforce customer relationship management, travel and expense reporting, travel management, training (annual firm level, license continuing education, etc.), Mentors other Sales associates, develop strategic business recommendations, product improvement recommendations, etc.</p></li></ul><p>
May perform other responsibilities as assigned.</p><p></p><p><b>
Reporting Relationships: </b>This job reports to the Government Sales &ndash; Retirement Solutions Leader and will be an individual contributor.</p><p><br>
</p><p><b>Typical Skills and Experiences:</b>
</p><p></p><p><b>Education: </b>Undergraduate degree in marketing, business, finance, or related field required. Master of Business Administration preferred<b>.</b></p><p></p><p><b>
License/Certification/Designation : </b>Series 6, Series 63 and Series 65 required; designations such as ChFC, CLU, CRC are preferred.</p><p></p><p><b>
Experience: </b>Minimum 15 years of experience in sales, marketing and/or relationship management. A significant portion of the experience should be in the retirement plan sales field. Government sales experience preferred.
</p><p></p><p><b>Knowledge, Abilities and Skills: </b>In-depth understanding of retirement plans and ancillary products and services associated with retirement plans including Health Savings Accounts (HSA), in-plan guarantee products, stable value solutions, managed account services. Excellent verbal and written communication skills; strong interpersonal skills, detail-oriented and strong technical skills and proficiency. Project management skills, strong executive presence in board meetings and client presentations. Ability to develop, lead and make decisions around diverse projects and teams.</p><p></p><p>
Other criteria, including leadership skills, competencies and experiences may take precedence.</p><p></p><p>
Staffing exceptions to the above must be approved by the hiring manager&rsquo;s leader and HR Business Partner.</p><p></p><p><b>
Values:</b> Regularly and consistently demonstrates Nationwide Values.</p><p></p><p><b>
Job Conditions:</b></p><p></p><p><b>
Overtime Eligibility: </b>Not Eligible (Exempt)</p><p></p><p><b>
Working Conditions</b>: Normal office environment.
</p><p></p><p><b>ADA:</b> The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
</p><p></p>We currently anticipate accepting applications until 03/29/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.<p></p><p><b>
Benefits</b></p><p>
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer.</p><p></p><p>
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.</p><p></p>
This position could be filled within any of the lower 48 U.S. states.<p></p>
Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888-944-2247.<br>
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For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf<p></p><p><b>
NOTE TO EMPLOYMENT AGENCIES:</b></p><p></p><p>
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.</p><p></p>
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.<p></p>
The national salary range for Sr Consultant, Rebid Strategy : $138,000.00-$243,000.00<p></p>
The expected starting salary range for Sr Consultant, Rebid Strategy : $138,000.00 - $206,000.00</div><p></p>

Sr. Consultant, Rebid Strategy - Retirement Solutions

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p><b>
Note: Fidelity is not providing immigration sponsorship for this position.</b></p><p><b>
The Role</b></p><p>
The Pension Benefit Consultant is the lead Defined Benefit specialist responsible for understanding and documenting our client&rsquo;s DB Plan benefit calculation provisions and working with the internal Fidelity project team, including developers, data analysts, and project management, to test and deliver requirements and calculation engine to our ongoing operations team. This position works directly with clients.</p><p>
Responsibilities include:</p><ul><li><p>
Demonstrating your DB expertise to help others at Fidelity do their jobs across the large project team</p></li><li><p>
Owning the discovery and learning of the mechanics of how the client&rsquo;s DB Plans operate directly with clients and their representatives</p></li><li><p>
Reading client plan documents, sample calculations, SPDs, valuation file specifications</p></li><li><p>
Leading client review meetings and conference calls and issue resolution</p></li><li><p>
Showing the client you have gained full knowledge of their DB Plans and building their confidence in Fidelity</p></li><li><p>
Crafting a comprehensive test plan to ensure DB participant calculations are accurate</p></li><li><p>
Working with developers to debug and certify the DB participant benefit calculations in their entirety</p></li><li><p>
Working with data analysts to validate the client participant data is correct and complete, and to identify any gaps</p></li><li><p>
Training the ongoing operations team in all DB calculation aspects, so they can carry the client going forwards</p></li></ul><p><b>
The Expertise and Skills You Bring</b></p><ul><li><p>
Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years, having worked with a wide variety of DB Plans and features</p></li><li><p>
Work within a project matrix, able to handle time effectively</p></li><li><p>
Working understanding of pension laws and regulations</p></li><li><p>
Actuarial designations (EA, ASA) a plus but not required</p></li></ul><ul><li><p>
Ability to document the benefits of a DB plan in extensive, complete detail</p></li><li><p>
Experience actively gathering information from clients and third parties, framing questions, covering all possible scenarios under the DB Plans</p></li><li><p>
Ability to create and review test cases to highlight whether the computer is performing DB calculations accurately in all conceivable situations</p></li><li><p>
Experience consulting with clients about DB Plan issues, design features, inputs and outcomes</p></li><li><p>
Experience problem solving, and finding solutions all parties can move forwards with</p></li><li><p>
Project leadership skills, ability to communicate progress/obstacles, move forwards on time and on budget</p></li><li><p>
Experience working directly with, or personally programming, DB calculation or valuation systems, and related spreadsheets</p></li><li><p>
Ability to work effectively on your own, and at the same time as part of a large internal and external team, often from a remote work situation</p></li><li><p>
Ability to detect and surface problems and obstacles and lead the team to resolution</p></li></ul><p><b>
The Team</b></p><p>
The Pension Benefit Consultant&rsquo;s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.</p><p>
The Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The PBC is the go-to resource among the project team for all DB-specific matters. The PBC builds confidence with clients that Fidelity will operate their DB Plans accurately.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3><h3 class="jobSectionHeader"><b>
Category:</b></h3>
Business Analysis<p>
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.</p><p>
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p></div>

Pension Benefit Consultant

Payentry

<div><p><b>Retirement Plan Administrator</b></p><p><br>
Do you love technology? Are you looking for a great company that offers growth and skills development? Join the Payentry Team!</p><p>
We are actively looking for a Retirement Plan Administrator to join our benefits team. This role would serve as a contact for our plan vendors and third-party administrators, and also prepare necessary reports and documents for the plans. Under management guidance, this role would be responsible for the daily maintenance tasks associated with the plans.<b>
</b></p><p><b>What do you need?</b></p><ul><li>
Benefit account administration or payroll experience</li><li>
Strong organizational and time management skills</li><li>
Ability to meet strict deadlines</li><li>
Ability and motivation to work independently</li><li>
Proficiency in Microsoft Office Suite</li><li>
Excellent attention to detail</li><li>
Excellent verbal and written communication skills</li><li>
Excellent troubleshooting/ problem-solving skills</li></ul><p><b>
What will you do?</b></p><ul><li>
Serve as a contact for plan vendors and third-party administrators</li><li>
Upload 401(k) contributions on a per payroll basis</li><li>
Prepare quarterly Fi360 reports</li><li>
Prepare employee reporting necessary for annual compliance testing</li><li>
Process participant documents and requests such as enrollment forms, loans, and distributions.
</li><li>Implement new plans; complete and process new plan documents and advising agreements, and set up retirement service in payroll software</li><li>
Send and track all required notices in accordance with IRS guidelines</li><li>
Responsible for daily maintenance of plans under management guidance</li></ul><p><b>
What's in it for you?</b></p><ul><li>
A start to a career within a fast-growing company</li><li>
An uncapped opportunity to increase your income<br>
</li><li>
A competitive benefits package including medical, dental, and vision insurance for you and your family</li><li>
100% company-paid life, short-term, and long-term disability benefits.</li><li>
401(k) Safe Harbor plan with up to a<b> </b>4% company match with vesting from day one (1).</li><li>
Generous discretionary paid time off package with immediate eligibility.</li></ul><p><b><br>
Who is Payentry?</b></p><p><br>
We offer human capital management services to employers throughout the US. Payentry. Our cloud-based SaaS platform provides employer solutions that increase cash flow and efficiency, reduce risk, and give a competitive edge in managing and retaining high-quality employees.</p></div>

Retirement Plan Administrator

PRESTIGE EMPLOYEE ADMINISTRATORS

<div><b>Company Overview: </b>For more than 25 years, Prestige has provided cost-effective employee benefits and HR services, transparent pricing, and personalized, quality service to every client. We go the extra mile to develop long-term relationships and build strong partnerships with each client we serve. We help our clients focus on running&mdash;and growing&mdash;their businesses. Bonded by shared goals, we&rsquo;re a data-driven and results-focused company committed to solving any HR issue, big or small.<br>
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<b>Position Description:</b><br>
The incumbent will support the VP of Financial and Retirement Services with all aspects of a multiple employer retirement savings plan for participating client worksites and worksite employees.
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<b>Roles &amp; Responsibilities:</b><br>
<b>Onboarding Retirement</b><ul><li>
Oversee all plan set-ups and first payrolls.</li><li>
Acting as first point of contact for Retirement Plan Setup and setting up their plans and match rules in HRIS system.</li><li>
Attend new client onboarding consultations when necessary</li><li>
Assist new clients in completing required plan documents, ensuring a smooth transition for new plans.</li><li>
Work with Sales team to provide marketing materials to prospects, attending sales calls when requested and providing plan comparisons.</li><li>
Maintain new client onboarding records to track new plan setups and update daily.</li><li>
Manage the transition of retirement plans from acquisitions</li></ul><b>
Salesforce</b><ul><li>
Track projects and communications with clients through Salesforce cases and records.</li></ul><b>
Customer Service</b><ul><li>
Addresses escalated new client questions and escalated issues.</li></ul><ul><li>
Research and resolve client and employee issues related to enrollment, deferrals, remittance, plan design and compliance.</li><li>
Update payroll system with enrollments and contribution changes as necessary.</li><li>
Completes corrections for missed deferrals and matches when they arise.</li><li>
Run and provide clients with census reports upon request</li></ul><b>
Plan Administration and Auditing</b><ul><li>
Processing Bonus Deferral Election Forms, K1 Contributions, and Verifying/Approving Quarterly Forceouts.</li><li>
Approve/Deny Distribution Requests</li><li>
Process employee requests (enrollment/change, incoming rollover, loan, distribution, hardship withdrawals)</li><li>
Audits plans through weekly Databridge API Verifications, Variance Reports, and Slavic Import Failures.</li></ul><b>
Other Special Projects</b><ul><li>
Takes lead on special projects as they arise such as audits and Slavic requests for gathering company information.</li></ul><br>
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Experience</b>: A strong knowledge of 401K plans and administration. Candidates must possess the ability to manage projects and workflows across multiple teams with minimal supervision. Background in customer service a plus. Bachelor&rsquo;s degree preferred.
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<b>Specific Skills Needed:</b><ul><li>
Strong organizational skills</li><li>
Detail oriented with ability to multi-task</li><li>
Ability to manage multiple projects under minimal supervision</li><li>
Strong verbal communication skills and phone presence</li><li>
Strong written communications skills</li><li>
Customer service skills</li><li>
Microsoft Office and internet skills</li><li>
Knowledge of ERISA regulations</li><li>
Prism a plus</li><li>
Salesforce a plus</li></ul><br>
This role is 3 days in the office, 2 days work from home.<br>
The salary range is up to $75K based on experience<br>
<p>
</p><p>5ab219KIFd</p></div>

Retirement Specialist

Commonwealth of Pennsylvania

<div><div><div><h2 class="jobSectionHeader"><b>THE POSITION</b></h2></div>
<p></p><div><div>Are you interested in a role where you can make a difference with a team that works to deliver exceptional retirement service and benefits? The Public School Employees Retirement System (PSERS) is currently looking to hire a Retirement Representative Trainee to join the Bureau of Communications and Counseling. This role will be trained to explain, counsel, and facilitate the employee benefits program of PSERS with members and school districts throughout the Commonwealth.<br>
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If you have experience with new technology and computer programs, you are able to multitask, and you are customer service focused - this is the opportunity for you!<br>
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This position is located in Warminster, Bucks County, Pennsylvania for which the incumbent must maintain Pennsylvania residency. The employer will not pay for relocation, housing, or travel expenses.</div></div><p></p>
<div><h2 class="jobSectionHeader"><b>DESCRIPTION OF WORK</b></h2></div>
<p></p><div><div>As a Retirement Representative Trainee, you will be a member of the PSERS Call Center. You will be trained to handle member phone calls and electronic inquiries regarding retirement plans and benefits for active and retired members utilizing the PSERS databases, business software, and the Microsoft Office 365 platform which will be the majority of your daily duties. Duties also require public speaking to large and small groups through virtual and in person retirement seminars which will require using multiple computer programs simultaneously. This position also gathers member information for individual retirement counseling sessions, provides calculations regarding retirement benefits, inputs and verifies accuracy of data submitted, participates in the testing of automated system changes, and analyzes data to validate information and identify errors.</div><div></div><div><br>
This is a trainee position. Following the successful completion of this twelve-month on-site training period, candidates will be eligible for promotion to PSERS Retirement Representative.</div><div></div><div><br>
Candidates who would be successful in this role will have strong public speaking, verbal and written communication skills, experience responding to high call volume workloads, and the able to use multiple computer systems and applications simultaneously to provide high quality and seamless customer service for our members and the employers who support them.</div><div></div><div><br>
Interested in learning more? Additional details regarding this position can be found in the position description.</div><div></div><div><b><br>
Work Schedule and Additional Information:</b></div><ul><li>
Full-time employment, 37.5 hours per week</li><li>
Work hours are 8:30 AM to 5:00 PM, Monday - Friday, with a 60-minute lunch.</li><li>
Travel through assigned areas of Pennsylvania will be required, further travel requirements can be discussed during the interview process.</li><li>
This position is required to work in office at 605 Louis Drive, Suite 500 Warminster, PA 18974.</li><li><b>
Telework: </b>Once the initial 12-month training is completed, this position may be able to telework on a part-time basis, based on operational needs. To telework, you must have a securely configured high-speed internet connection and work from an approved location inside Pennsylvania. If you are unable to telework, you will have the option to report to the regional office in Warminster. Telework is subject to change at any time. Additional details may be provided during the interview.</li><li><b>
Salary:</b><b><i> </i></b>In some cases, the starting salary may be non-negotiable.</li><li>
You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.</li></ul></div><p></p>
<div><h2 class="jobSectionHeader"><b>REQUIRED EXPERIENCE, TRAINING &amp; ELIGIBILITY</b></h2></div>
<p></p><div><div><b>QUALIFICATIONS</b></div><div><b>
Minimum Experience and Training Requirements:</b></div><ul><li>
Four years of staff support experience assisting with human resources administration, financial management, or public relations work in a pension or retirement system or a related occupational area; <b>or</b></li><li>
A bachelor's degree in communications, human resources, business administration, business management, psychology, labor relations, or a related area; <b>or</b></li><li>
An equivalent combination of experience and training.</li></ul><div><b><br>
Other Requirements:</b></div><ul><li>
You must meet the PA residency requirement. For more information on ways to meet PA residency requirements, follow the link and click on Residency Guidelines.</li><li>
You must be able to perform essential job functions.</li></ul><div></div><div><b><br>
Legal Requirements:</b></div><ul><li>
A conditional offer of employment will require submission of criminal history reports. See hiring agency contact information.</li></ul><div><b><br>
How to Apply:</b></div><ul><li>
Resumes, cover letters, and similar documents will <b>not</b> be reviewed, and the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education).</li><li>
If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable.</li><li>
Your application must be submitted by the posting closing date<i>. </i>Late applications and other required materials will not be accepted.</li><li><b>
Failure to comply with the above application requirements may eliminate you from consideration for this position.</b></li><li>
All application materials and interview responses must reflect the applicant&rsquo;s own experience, qualifications, and work. Applicants may use generative AI tools for preparation purposes only. Use of AI to misrepresent or falsify information, or to assist during interviews, is not permitted. Review the Guidance for Generative AI Tools &amp; Job Seekers for additional information.</li></ul><div><b><br>
Veterans:</b></div><ul><li>
Pennsylvania law (51 Pa. C.S. &sect;7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to www.pa.gov/agencies/employment/how-to-apply.html and click on Veterans.</li></ul><div><b><br>
Telecommunications Relay Service (TRS):</b></div><ul><li>
711 (hearing and speech disabilities or other individuals).</li></ul><div><br>
If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date.</div><div></div><div><br>
The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.</div></div><p></p>
<div><h2 class="jobSectionHeader"><b>EXAMINATION INFORMATION</b></h2></div>
<p></p><div><ul><li>Completing the application, including all supplemental questions, serves as your exam for this position. No additional exam is required at a test center (also referred to as a written exam).</li><li>
Your score is based on the detailed information you provide on your application and in response to the supplemental questions.</li><li>
Your score is valid for this specific posting only.</li><li>
You must provide complete and accurate information or:<ul><li>
your score may be lower than deserved.</li><li>
you may be disqualified.</li></ul></li><li>
You may only apply/test <b>once</b> for this posting.</li><li>
Your results will be provided via email.</li></ul></div></div></div><p></p>
<br><p></p><div><div><div><p>Learn more about our Total Rewards by watching this short video!</p><p><br>
See the total value of your benefits package by exploring our benefits calculator.<br>
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<b>Health &amp; Wellness</b></p><p>We offer multiple health plans so our employees can choose what works best for themselves and their families. Our comprehensive benefits package includes health coverage, vision, dental, and wellness programs.*</p><br>
<b>Compensation &amp; Financial Planning</b><br>
We invest in our employees by providing competitive wages and encouraging financial wellness by offering multiple ways to save money and ensure peace of mind including multiple retirement and investment plan options. <br>
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<b>Work/Life Balance</b><br>
We know there&rsquo;s more to life than just work! Our generous paid leave benefits include paid vacation, paid sick leave, eight weeks of paid parental leave, military leave, and paid time off for most major U.S. holidays, as well as flexible work schedules and work-from-home opportunities.* <br>
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<b>Values and Culture</b><br>
We believe in the work we do and provide continual opportunities for our employees to grow and contribute to the greater good. As one of the largest employers in the state, we provide opportunities for internal mobility, professional development, and the opportunity to give back by participating in workplace charitable giving.<br>
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<b>Employee Perks</b><br>
Sometimes, it is the little &ldquo;extras&rdquo; that make a big difference. Our employees receive special employee-only discounts and rates on a variety of services and memberships.<br>
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For more information on all of these Total Rewards benefits, please visit www.employment.pa.gov and click on the benefits box.<br>
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<ul><li>Eligibility rules apply.</li></ul></div></div></div><p></p>

PSERS Retirement Representative Trainee

<div><b>Company Overview: </b>For more than 25 years, Prestige has provided cost-effective employee benefits and HR services, transparent pricing, and personalized, quality service to every client. We go the extra mile to develop long-term relationships and build strong partnerships with each client we serve. We help our clients focus on running&mdash;and growing&mdash;their businesses. Bonded by shared goals, we&rsquo;re a data-driven and results-focused company committed to solving any HR issue, big or small.<br>
<br>
<b>Position Description:</b><br>
The incumbent will support the VP of Financial and Retirement Services with all aspects of a multiple employer retirement savings plan for participating client worksites and worksite employees.
<br>
<br>
<b>Roles &amp; Responsibilities:</b><br>
<b>Onboarding Retirement</b><ul><li>
Oversee all plan set-ups and first payrolls.</li><li>
Acting as first point of contact for Retirement Plan Setup and setting up their plans and match rules in HRIS system.</li><li>
Attend new client onboarding consultations when necessary</li><li>
Assist new clients in completing required plan documents, ensuring a smooth transition for new plans.</li><li>
Work with Sales team to provide marketing materials to prospects, attending sales calls when requested and providing plan comparisons.</li><li>
Maintain new client onboarding records to track new plan setups and update daily.</li><li>
Manage the transition of retirement plans from acquisitions</li></ul><b>
Salesforce</b><ul><li>
Track projects and communications with clients through Salesforce cases and records.</li></ul><b>
Customer Service</b><ul><li>
Addresses escalated new client questions and escalated issues.</li></ul><ul><li>
Research and resolve client and employee issues related to enrollment, deferrals, remittance, plan design and compliance.</li><li>
Update payroll system with enrollments and contribution changes as necessary.</li><li>
Completes corrections for missed deferrals and matches when they arise.</li><li>
Run and provide clients with census reports upon request</li></ul><b>
Plan Administration and Auditing</b><ul><li>
Processing Bonus Deferral Election Forms, K1 Contributions, and Verifying/Approving Quarterly Forceouts.</li><li>
Approve/Deny Distribution Requests</li><li>
Process employee requests (enrollment/change, incoming rollover, loan, distribution, hardship withdrawals)</li><li>
Audits plans through weekly Databridge API Verifications, Variance Reports, and Slavic Import Failures.</li></ul><b>
Other Special Projects</b><ul><li>
Takes lead on special projects as they arise such as audits and Slavic requests for gathering company information.</li></ul><br>
<b>
Experience</b>: A strong knowledge of 401K plans and administration. Candidates must possess the ability to manage projects and workflows across multiple teams with minimal supervision. Background in customer service a plus. Bachelor&rsquo;s degree preferred.
<br>
<br>
<b>Specific Skills Needed:</b><ul><li>
Strong organizational skills</li><li>
Detail oriented with ability to multi-task</li><li>
Ability to manage multiple projects under minimal supervision</li><li>
Strong verbal communication skills and phone presence</li><li>
Strong written communications skills</li><li>
Customer service skills</li><li>
Microsoft Office and internet skills</li><li>
Knowledge of ERISA regulations</li><li>
Prism a plus</li><li>
Salesforce a plus</li></ul><br>
This role is 3 days in the office, 2 days work from home.<br>
<p>
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KiZAN Technologies

<div><div>Adoption &amp; Change Management Consultant</div>
<div></div><div>The Adoption &amp; Change Management (ACM) Consultant is a practitioner-level role focused on delivering structured adoption and training work within defined engagement scopes. Working primarily on Microsoft 365 Copilot and Modern Work initiatives, this consultant executes change management activities, designs and delivers end-user training, and supports customer champions, developing the skills and experience to operate with increasing independence over time.</div>
<div>This is a customer-facing role. The ACM Consultant presents and trains in front of live audiences regularly and represents KiZAN professionally across working-team settings. Senior team members provide guidance on approach, review deliverables, and are available for escalation when engagements require more complex judgment.</div>
<div><div><h1 class="jobSectionHeader"><b>Responsibilities</b></h1>
</div><div><b>Change Management Execution</b></div>
<div>The Consultant executes change management activities within an established plan. In well-defined engagements, the Consultant may operate independently; in more complex situations, they work with guidance from a Senior Consultant or project lead.</div>
<ul><li>Execute change management activities within a defined engagement plan, communications, readiness assessments, adoption checkpoints, and reinforcement activities with increasing independence as experience grows.</li>
<li>Develop and maintain change management deliverables including communications calendars, training plans, readiness trackers, and champion logs throughout the engagement lifecycle.</li>
<li>Conduct stakeholder interviews and user surveys to gather readiness and sentiment data, summarizing findings clearly for project leads and customer stakeholders.</li>
<li>Coordinate the setup and facilitation of champions networks and communities of practice, managing logistics, content preparation, and follow-up communications.</li>
<li>Identify and document adoption risks or user resistance early, escalating observations and recommended next steps to the Senior Consultant or project lead.</li>
</ul><div><b>Training Design &amp; Delivery</b></div>
<div>Training delivery is the primary customer-facing responsibility of this role. The Consultant owns the preparation and delivery of training for defined audiences and use cases.</div>
<ul><li>Design and deliver instructor-led training (ILT) for end users and champions across defined personas both virtually and in-person with session quality that reflects positively on KiZAN.</li>
<li>Build role-based training materials from scratch including slide decks, facilitator guides, quick reference cards, prompt packs, and scenario walkthroughs for Microsoft 365 Copilot and M365 applications.</li>
<li>Facilitate working sessions, lunch-and-learns, and awareness events to drive engagement and reinforce adoption behaviors between formal training touchpoints.</li>
<li>Conduct train-the-trainer sessions with customer champions to extend enablement reach beyond direct KiZAN delivery.</li>
<li>Gather and incorporate participant feedback after each session to continuously improve delivery quality.</li>
</ul><div><b>Microsoft 365 &amp; Copilot Enablement</b></div>
<ul><li>Deliver practical, scenario-based end-user training across core Microsoft 365 applications (Teams, SharePoint, OneDrive, Outlook, Word, Excel, PowerPoint, Loop, and Planner/To Do).</li>
<li>Help users build strong collaboration and information management habits that reduce friction and increase the effectiveness of Copilot and other Microsoft tools.</li>
<li>Support feature rollouts and capability updates with targeted training resources and just-in-time communications.</li>
</ul><div><b>Reporting &amp; Follow-Through</b></div>
<ul><li>Track training attendance, completion, and participant feedback, and compile results into status updates for project leads and customer stakeholders.</li>
<li>Maintain a clear log of open questions, escalated issues, and action items from training sessions, and hand off to the appropriate team members for resolution.</li>
<li>Document lessons learned after each engagement and share with the broader ACM team to improve future delivery</li>
</ul><div><h1 class="jobSectionHeader"><b>Expected Outcomes</b></h1>
</div><ul><li>Training sessions are delivered on time to a high standard, with consistently positive participant feedback.</li>
<li>End users leave training sessions with the confidence and skills to apply Microsoft 365 Copilot and M365 tools to their daily work.</li>
<li>Champions are activated and equipped to support peer learning and reinforce adoption behaviors within their teams.</li>
<li>Change management activities are executed consistently and on schedule, contributing to a smooth adoption experience for the customer.</li>
<li>The Consultant grows toward greater autonomy over time, requiring progressively less guidance from Senior team members on routine engagements.</li>
</ul><div><h1 class="jobSectionHeader"><b>Requirements</b></h1>
</div><ul><li>Authorization to work in the United States without sponsorship.</li>
<li>This role involves frequent communication with English-speaking clients and documentation in English; therefore, strong English communication skills are required.</li>
<li>2+ years of experience delivering technology adoption, end-user training, or change management in a customer-facing or consulting capacity.</li>
<li>Demonstrated comfort presenting and training in front of live audiences including mixed-level groups in both virtual and in-person settings.</li>
<li>Hands-on experience delivering end-user training on Microsoft 365 applications (Teams, SharePoint, OneDrive, Outlook, Office apps).</li>
<li>Working knowledge of Microsoft 365 Copilot and Copilot Chat user experiences and common adoption patterns.</li>
<li>Experience building training materials from scratch - slide decks, job aids, quick reference guides - rather than solely from pre-built templates.</li>
<li>Strong facilitation skills; able to manage group dynamics, field questions, and keep sessions on track.</li>
<li>Organized and dependable; follows through on commitments across multiple concurrent engagements.</li>
</ul><div><h1 class="jobSectionHeader"><b>Preferred Qualifications</b></h1>
</div><ul><li>Formal change management training or certification (e.g., Prosci ADKAR, APMG Change Management, ACMP).</li>
<li>Microsoft certifications in Modern Work or Adoption &amp; Change Management.</li>
<li>Experience supporting adoption metrics and reporting (e.g., Copilot Dashboard).</li>
<li>Experience supporting or running a champions program or community of practice.</li>
<li>Familiarity with Microsoft Copilot extensibility (Copilot Studio, prompt packs, governance) from an enablement perspective</li>
</ul><div><h1 class="jobSectionHeader"><b>Skills &amp; Abilities</b></h1>
</div><ul><li>Engaging presenter and facilitator &mdash; able to hold an audience&rsquo;s attention, pace content effectively, and adapt to group dynamics in the moment.</li>
<li>Clear written and verbal communicator; able to translate technical concepts into plain language for non-technical audiences.</li>
<li>Strong content creation skills; able to build well-structured, visually clean training materials independently.</li>
<li>Empathetic, user-centered mindset &mdash; genuinely invested in helping people build confidence with new technology.</li>
<li>Organized and dependable; manages deliverables, timelines, and follow-up items reliably.</li>
<li>Receptive to feedback and coaching; works well within a team and incorporates guidance from senior consultants willingly.</li>
<li>Intellectually curious &mdash; proactively builds expertise in new Microsoft capabilities as they become relevant to customer work</li>
</ul><div><h1 class="jobSectionHeader"><b>Role Details</b></h1>
</div><ul><li>Job Title &ndash; Adoption &amp; Change Management Consultant</li>
<li>Reporting to &ndash; Productivity AI Team (Marshal Ross)</li>
<li>Location &ndash; Remote (U.S &ndash; based; majority of working hours aligned to Eastern Time)</li>
<li>Travel &ndash; Overnight up to 20% - Must be able to travel independently with reliable transportation</li>
<li>Is this position eligible for bonus or commission - Bonus eligible based on company performance, No commission</li>
</ul><div><h1 class="jobSectionHeader"><b>Benefits</b></h1>
</div><ul><li>We invest in our people because they are our greatest asset. Our benefits include:</li>
<li>Health &amp; Wellness: Comprehensive medical, dental, and vision coverage.</li>
<li>Future-Ready Retirement: Employer-sponsored 401(k) with company contributions.</li>
<li>Security &amp; Protection: Company-paid life insurance and disability coverage.</li>
<li>Generous PTO: Ample vacation, 8 paid holidays, and a floating holiday.</li>
</ul><ul><li>Professional Growth: Access to cutting-edge technologies, certifications, and career development through Microsoft partnerships.</li>
</ul><div><h1 class="jobSectionHeader"><b>About KiZAN</b></h1>
</div><div>At KiZAN, we don&rsquo;t just deliver technology - we transform it into a strategic advantage. As a premier Microsoft Gold Partner and elite provider of Professional and Managed Services, we empower regional, national, and global enterprises to innovate, connect, and thrive. Excellence isn&rsquo;t optional here, it&rsquo;s our standard.</div>
<div>Joining KiZAN means stepping into a culture of collaboration, influence, and impact. Here, you don&rsquo;t just support leadership, you help shape the future.</div></div></div><div></div>

Adoption & Change Management Consultant

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