retirement consultant

Salas O'Brien

<div>The expected base salary range for this role is $100,000-$115,000 per year DOE. Actual compensation will be determined based on a number of factors including skills, experience, qualifications, and location.

This role is also eligible for performance-based bonuses and a comprehensive U.S. based benefits package, including:
<ul>
<li>Medical, dental, and vision insurance</li>
<li>401(k) with company match</li>
<li>5 weeks of paid time off and company holidays</li>
<li>Wellness programs and employee assistance resources</li>
<li>Professional development support</li>
</ul>
For more information, visit our full benefits overview here - www.salasobrien.com/benefits

Job Summary: The Retirement Plan Manager is a subject matter expert role responsible for analyzing and administering company-wide retirement and financial wellness offerings for our diverse team. The role will spearhead our US and Canada retirement programs, ensuring that we continue to attract, support, and retain the best talent in our industry. Joining a fast-paced and respected firm on a dramatic growth path, the Retirement Plan Manager will have the opportunity to develop broad retirement plan and financial wellness strategies with a direct impact on our future success.

General duties:
<ul>
<li> Manage a competitive retirement, financial and education benefits strategy that cost-effectively meets the evolving needs of our diverse employee base and promotes financial wellbeing.</li>
<li> Oversee administration for our US and Canada retirement, financial and education benefit programs, including data and integrations across internal and external systems and partners. Develop and execute controls to ensure benefits are well managed and mitigate operational risk.</li>
<li>Develop communication strategies to engage employees in exploring available benefit programs, taking an active role in managing their overall financial wellbeing.</li>
<li>Manage and develop strong partnerships with the plan recordkeepers, investment advisor, and third-party administrator. Assess vendor performance regularly and collaborate with vendors to resolve issues and ensure seamless administration.</li>
<li> Complete in-depth due diligence during the M&amp;A process related to retirement benefit packages. Partner with vendors and incoming M&amp;A entities to ensure the retirement plan merger process is thorough and complete.</li>
<li> Recommend revisions and modifications to plans based on performance in conjunction with our investment advisor, recordkeeper, and third-party administrator.</li>
<li>Provide support and assistance to employees with benefit-related inquiries, claims, and issues. Act as the point of contact for escalated benefit matters and offer timely resolutions.</li>
<li>Develop processes and procedures to assure timely and accurate reporting and compliance with all regulatory requirements, including ERISA, DOL and other applicable laws.</li>
<li>Maintain knowledge of trends, developments, best practices, and legal and regulatory changes in retirement planning and administration.</li>
<li>Lead the annual retirement audit process and internal retirement committee</li>
</ul>
Skills
<ul>
<li>Strong understanding of fiduciary responsibilities including management of retirement/investment committees required</li>
<li>Extensive M&amp;A experience including benefit comparisons, plan terminations and 401(k) mergers preferred</li>
<li>Knowledge of different retirement plan types and operations preferred</li>
<li>Experience with Canada RRSP plans is helpful</li>
<li>Excellent analytical and decision-making skills</li>
<li>Extensive knowledge of retirement plan programs, including federal legislation</li>
<li>Ability to influence and manage change within a virtual environment</li>
<li>Superior verbal and written communication</li>
<li>Extremely proficient in Microsoft Office Suite; Advanced Excel skills a must</li>
<li>Excellent organizational skills and attention to detail.</li>
<li>Excellent time management skills with a proven ability to meet deadlines.</li></ul> 


Qualifications
<ul>
<li>Educational Background: Bachelor's degree in Human Resources, Management, Business Administration or related field preferred</li>
<li>Experience: Minimum Five years&rsquo; experience working with corporate retirement plans required</li>
<li>Collaboration: Demonstrated ability to work effectively with others to achieve shared goals. Strong collaborative interpersonal skills to build partnerships and foster trust.</li>
<li>Adaptability: Flexibility and willingness to work on various projects and tasks, embracing new challenges with enthusiasm.</li>
<li>Initiative: Demonstrated ability to work independently and take initiative to drive projects forward.</li> 
</ul>
Location: Remote - US

Travel: none
About Us:

Founded in 1975, Salas O&rsquo;Brien is an employee-owned engineering and professional services firm focused on achieving impact for our clients, our team, and the world. We know that tomorrow&rsquo;s requirements are today&rsquo;s opportunities, and we are here to design lasting solutions for pressing challenges.

We work across a variety of industries providing integrated engineering and consulting services. Our specialized experience includes design for data centers, healthcare, science and technology, high-rise buildings, clean energy, education, and other building types as well as structural and building sciences, infrastructure asset management, advanced robotics, and more.

Our technical expertise is paired with an exceptional team of business development, human resources, finance and accounting, information technology, and marketing professionals, all of whom play a key role in bringing our commitments to life every day.

Equal Opportunity Employment Statement

Salas O&rsquo;Brien provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state/provincial, or local laws. Salas O&rsquo;Brien will accommodate the disability-related needs of applicants as required by law.

Third-Party Agency Notice 
Salas O&rsquo;Brien does not accept unsolicited resumes from external recruiters or agencies. We only work with approved partners engaged directly by our Talent Acquisition team for specific searches. Unsolicited submissions will not be eligible for placement fees.

#LI-remote<h4 class="jobSectionHeader">
Experience</h4>
Required<ul><li>
5 year(s): Minimum Five years&rsquo; experience working with corporate retirement plans required</li></ul><h4 class="jobSectionHeader">
Education</h4>
Preferred<ul><li>
Bachelors or better in Human Resource Administration or related field</li></ul>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

Retirement Plan Manager

Ascensus

<div>Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. 
Section 1: Position Summary
The ERISA Analyst serves as a subject matter expert providing retirement plan consulting, plan document review and analysis, plan document drafting and customization, technical analysis, and special projects as assigned.
Section 2: Job Functions, Essential Duties and Responsibilities
ERISA Consulting &ndash; Provide consulting services to internal teams, plan sponsors, and financial advisors on complex technical matters, including but not limited to plan design strategies, plan mergers, and regulatory compliance. Demonstrate basic knowledge of the retirement industry including the applicable regulatory agencies (e.g., DOL, IRS). Stay up to date with general legislative, statutory and regulatory guidance, and be able to complete basic technical research.
Plan Document Review &amp; Analysis &ndash; Conduct thorough reviews of individually designed plans and other complex retirement plans to assist with the sale, onboarding, and on-going system configuration of plans. Translate and map non-Ascensus plan documents to the Ascensus document. Perform full plan comparison and protected benefit reviews for plans that are merging.
Document Drafting &amp; Customization &ndash; Support onboarding and amendment processes for 403(b) plans and customized 401(k) and 403(b) plan documents. Prepare customized 401(k) and 403(b) employer-level plan documents using the Ascensus Plan Adoption System (PAS). Propose customized language to meet client specific plan design needs and remain compliant with current regulations.
Special Projects (IT, project management) &ndash; Provide support for special projects such as, IRS restatements and onboarding acquired blocks of plans.
Continuing Education - Enhance technical and industry knowledge by attending continuing education classes.
Section 3: Experience, Skills, Knowledge Requirements
Technical Expertise Designations/Exams &ndash; ASPPA QKA preferred
Degrees - Bachelor&rsquo;s degree in business, finance, accounting, or a related field.
Industry Experience - 3 years of Ascensus experience or 5 years industry experience. Experience working with the Ascensus, Relius and Ft. William&rsquo;s retirement plan documents preferred.
Core Values &amp; I-Client - Consistently display and model the Ascensus core values: People Matter. Quality First. Integrity Always.
Software Applications - Demonstrate advanced Microsoft Office skills, specifically Outlook, Word, Excel, Power Point, Teams, and Lists.
Skills - Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude. Demonstrate strong organizational and time management skills. Accomplish detail-oriented tasks within given timeframes and standards. Ability to effectively prioritize and complete multiple tasks timely. Demonstrate excellent analytical and problem-solving skills. Demonstrate sound business judgment and risk-taking skills, strong written and oral communication skills.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.</div>

ERISA Document Consultant

USAA

Why USAA?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.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.The Opportunity USAA is seeking a talented Director, Retirement Income 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 We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do:<ul><li>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.</li><li>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.</li><li>Conducts data analysis to influence strategy to achieve business outcomes. </li><li>Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income.</li><li>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.</li><li>Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members.</li><li>Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. </li><li>Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. </li><li>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. </li><li>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.</li><li>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.</li><li>Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.</li></ul> What you have: <ul><li> 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) </li><li> May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. </li><li> 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. </li><li> 8 or more years of related experience in financial services operations to include process improvement and business analysis. </li><li> 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. </li><li> Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income </li></ul>What sets you apart: <ul><li> US military experience through military service or a military spouse/domestic partner </li><li> Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) </li><li> Current Life and Health (Group 1) license </li><li> MBA or master's degree in a financial or business-related field </li><li> CERTIFIED FINANCIAL PLANNER (CFP ) designation </li><li> 10 or more years of Retirement Planning and/or Annuity experience. </li><li> 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. </li><li> 3 or more years of direct leadership experience over other managers (leader of leaders) </li><li> RICP (Retirement Income Certified Professional) Designation </li><li> Experience managing a team of investment advisors in a call center environment. </li></ul>Compensation range: The salary range for this position is: $114,080 - $218,030 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.). Compensation: 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. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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. Benefits: 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. For more details on our outstanding benefits, visit our benefits page on 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. 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.

Director, Retirement Income - Life Company

MassMutual

The TeamThis 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. The Impact 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. Core responsibilities include:<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>The Minimum Qualifications<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>The Preferred Qualifications<ul><li>Ability to apply PRT and industry related product knowledge and critical thinking skills to handle problems. </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>What to Expect as Part of MassMutual and the PRT Team<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>MassMutual is an equal employment opportunity employer. We welcome all persons to apply. 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

Temelfen A. Ş.

Taron Sigorta Ankara Merkez ofisimizde çalışmak üzere;
 
GENEL NİTELİKLER
 
<ul>
<li>Bireysel Emeklilik (BES),Hayat Sigortası ve Sağlık Sigortası Satış Sektöründe En Az 1 Yıl Deneyime Sahipsen,</li>
<li>Yazılı ve Sözlü İletişim Becerisi Yüksek,</li>
<li>Analitik Düşünme Becerisine Sahipsen,</li>
<li>MS Ofis Programlarına Hakimsen,</li>
<li>Aktif Araç Kullanabiliyorsan,</li>
<li>Gelişime Açık,</li>
<li>Planlı ve Disiplinliysen,</li>
<li>Tercihen BES ve/veya SEGEM Sertifikalarına Sahip,</li>
<li>En Az Önlisans Mezunuysan,</li>
<li>Takım Çalışmasına Yatkın ve Kariyer Planlamasına Önem Veriyorsan,</li>
</ul>
SENDEN NE BEKLİYORUZ ?
 
<ul>
<li>Müşteri Ziyaretlerini Planlamanı,Randevu Alarak Yüz Yüze Görüşmeler Yapmanı,</li>
<li>Bireysel Emeklilik(BES), Hayat Sigortası ve Sağlık Sigortası Ürünlerinin Belirlenen Hedefler Doğrultusunda Satışını Gerçekleştirmeni,</li>
<li>Satış Sonrası Müşteri İlişkileri ve Memnuniyeti Süreçlerini Takip Etmeni ve Yönetmeni,</li>
<li>Gelen Talepleri Dikkatli ve Özenle Karşılayarak Çözümlemeni,</li>
<li>Kişisel Gelişim Eğitimleri ve Performans Toplantılarına Katılmanı,</li>
<li>Mevzuata Uygun Raporlama ve Dokümantasyon İşlemlerini Yürütmeni,</li>
</ul>
Yukarıdakiler Seni Anlatıyorsa ve Sen de Bu İş Tam Bana Göre Diyorsan Bireysel Güvence Danışmanı Pozisyonuna Başvurunu Heyecanla Bekliyoruz !

Emeklilik Ve Sigorta Danışmanı

San Leandro Honda

Join our dynamic team as an Automotive Sales Consultant!We're looking for motivated and customer-focused individuals to join our car sales department. If you have a passion for vehicles and a drive to succeed, this is the opportunity for you.Fluent in Tagalog and Spanish encouraged to apply!Responsibilities:<ul><li>Develop and maintain relationships with customers</li><li>Provide excellent customer service and support</li><li>Meet and exceed sales goals and targets</li><li>Stay knowledgeable about the latest vehicle models and features</li></ul>Requirements:<ul><li>Previous automotive sales experience preferred or relevant sales experience</li><li>Proven track record of meeting and exceeding targets</li><li>Strong communication and interpersonal skills</li><li>Ability to work in a fast-paced environment</li></ul>We offer a competitive compensation package, including a base salary, commission, and benefits. If you're ready to take your sales career to the next level, apply now!Benefits of an Automotive Sales Consultant at San Leandro Honda:<ul><li>Medical insurance</li><li>Dental insurance</li><li>Vision insurance</li><li>401(k) retirement plan</li><li>Short- and long-term disability coverage</li><li>Flexible spending accounts</li><li>Paid time off</li><li>Employee discounts</li><li>Salary Plus Commission</li><li>Monthly Bonuses</li><li>Excellent Floor Traffic</li><li>Great Work Environment</li></ul>Automotive Sales Consultant Qualifications:<ul><li>Must have valid driver's license.</li><li>Auto sales experience preferred, but not required.</li></ul>San Leandro Honda Automotive Sales Consultants Job Requirements<ul><li>Greet and assist customers</li><li>Excellent verbal and written communication</li><li>Listen to customers to determine their needs, then provide options</li><li>Follow up with prospective customers and return calls, texts &amp; emails.</li><li>Maintain a follow-up system that encourages repeat business and referrals</li><li>Be able to maintain above average CSI scores.</li></ul>Pay: $36,000.00 - $180,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Employee discount</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Automotive Sales Consultant

Search 7476+ Retirement consultant jobs near you this January. New roles added regularly across leading industries. Apply today.

7476 retirement consultant jobs NEAR_ME

Retirement Plan Manager

ERISA Document Consultant

ERISA Document Consultant

Director, Retirement Income - Life Company

Pension Benefit Calculation Consultant

Emeklilik Ve Sigorta Danışmanı

Automotive Sales Consultant