retirement plan specialist

Ameritas Life Insurance Corp

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

Senior Coordinator, Transition- Retirement Plans

Montgomery County, PA

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

Fiscal Specialist - Retirement

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

Montgomery County, MD

<div><div><div><h2 class="jobSectionHeader"><b>About the Position</b></h2></div>
<p></p><div><div><b>These positions may be filled at any of the following levels:</b></div><div></div><div><b><br>
Human Resources Specialist I, Grade N18</b><b>:</b> The salary range above represents this position&rsquo;s earning potential. The anticipated hiring range for this position will be $62,328 to $81,468, based on the candidate&rsquo;s qualifications and experience.</div><div><b>
Human Resources Specialist II, Grade N22</b><b>:</b> The salary range above represents this position&rsquo;s earning potential. The anticipated hiring range for this position will be $73,569 to $98,317, based on the candidate&rsquo;s qualifications and experience.</div><div><b>
Human Resources Specialist III, Grade N25</b><b>: </b>The salary range above represents this position&rsquo;s earning potential. The anticipated hiring range for this position will be $83,556 to $129,171, based on the candidate&rsquo;s qualifications and experience.</div><div></div><div><b><br>
WHO WE ARE</b></div><div></div><div><br>
We are a motivated, agile, human-centric, diverse group of people dedicated to serving our community by hiring, training, and retaining a well-qualified, high-performing, diverse and inclusive workforce. We serve 10,000 employees in 35 different departments, 6000 retirees and impact a community of over 1 million. In addition, we strive to foster positive management/union relationships in coordination with our four union organizations. We value diversity, inclusion, and equity for all employees.</div><div></div><div><b><br>
WHO WE ARE LOOKING FOR</b></div><div></div><div><br>
Join our Customer Care Team and play a key role in supporting retirees through the County&rsquo;s group insurance program. As a Retiree Insurance Specialist, you will manage the review, reconciliation, and enrollment of retirees in various Medicare-supported programs, including SilverScript and Kaiser Medicare Advantage.</div><div></div><div><b><br>
The successful candidates will possess:</b></div><br>
<div></div><ul><li>
Strong attention to detail and organizational skills.</li><li>
Excellent written and verbal communication, including public speaking or presentation experience.</li><li>
Demonstrated ability to interpret and apply benefits and insurance policies.</li><li>
Experience working with Medicare, retiree benefits, or health insurance administration preferred.</li><li>
Proficiency with Microsoft Office and familiarity with benefits or HR information systems (OAB, Siebel,</li><li>
or similar).</li></ul><div></div><div><br>
This is a meaningful opportunity to make a difference in the lives of retirees by helping them navigate complex health insurance processes. You&rsquo;ll collaborate with a supportive team, gain in-depth experience in public sector benefits administration, and play an integral role in ensuring the County&rsquo;s retiree insurance programs run smoothly.</div><div></div><div><b><br>
Additional Information:</b></div><ul><li>
The Office of Human Resources offers a hybrid work environment that allows for some telework opportunities after 6 months and successful completion of training and onboarding.</li><li>
For information on benefits and our total rewards policy, check out our competitive benefits here!</li></ul></div><p></p>
<div><h2 class="jobSectionHeader"><b>What You'll Be Doing</b></h2></div>
<p></p><div><div><b>Medicare Enrollment &amp; Reconciliation (65%)</b></div><ul><li>
Accurately enter and maintain Medicare Beneficiary Identification (MBI) numbers in the County&rsquo;s benefits system (OAB).</li><li>
Review weekly and monthly vendor reports (SilverScript and Kaiser) and follow up on discrepancies or enrollment issues.</li><li>
Reconcile retiree eligibility data between vendor files and internal systems to ensure accuracy.</li><li>
Participate in regular meetings with vendor representatives to review enrollment issues and coordinate solutions.</li><li>
Collaborate with HR Specialists to ensure new retirees receive all necessary Medicare information.</li></ul><div><b>
Premium and Eligibility Administration (30%)</b></div><ul><li>
Track retirees who have not paid premiums and assist in processing termination notices when required.</li><li>
Send letters and follow-up communications to retirees missing MBIs or other required documentation.</li><li>
Coordinate with payroll and vendors to process any necessary refunds or premium adjustments.</li></ul><div><b>
Customer Support &amp; Education (5%)</b></div><ul><li>
Present at monthly virtual retiree office hours and conduct informational sessions on Medicare and retiree benefits.</li><li>
Respond to MC311 service requests as needed&mdash;answering retiree and employee inquiries via phone or email and documenting interactions in the Siebel system.</li></ul></div><p></p>
<div><h2 class="jobSectionHeader"><b>Minimum Qualifications</b></h2></div>
<p></p><div><div><b>Education:</b> Bachelor's degree from an accredited college or university in Business or Public Administration, Human Resources Management, or related field.</div><div></div><div><b><br>
Experience:</b> <b>Positions may be filled at the Human Resources Specialist I, II or III level as follows:</b></div><ul><li><b>
Human Resources Specialist I</b>, Grade N18, we require one year of applicable professional experience in Personnel Administration (Human Resources). Experience administering retiree benefits, Medicare, or health insurance administration preferred.</li><li><b>
Human Resources Specialist II,</b> Grade N22, we require two years of applicable professional experience in Personnel Administration (Human Resources). Experience administering retiree benefits, Medicare, or health insurance administration preferred.</li><li><b>
Human Resources Specialist III,</b> Grade N25, we require three years of applicable professional experience in Personnel Administration (Human Resources). Experience administering retiree benefits, Medicare, or health insurance administration preferred.</li></ul><b>
Equivalency:</b><b> </b>An equivalent combination of education and experience may be substituted.</div><br>
<p></p>
<div><h2 class="jobSectionHeader"><b>Preferred Criteria, Interview Preferences
</b></h2></div><div><p><b>The applications of those individuals meeting the minimum qualifications will be reviewed to determine the extent, relevancy of training, and experience in the following areas:</b></p><ul><li>
Experience administering retiree benefits, Medicare, or health insurance administration.</li><li><div>
Providing customer service to employees and retirees regarding benefits.</div></li></ul><b>
Preference for interviews will be based on well qualified candidates with experience:</b><ul><li><div>
Utilizing strong organization skills and being detail oriented.</div></li></ul><div><b>
Please be sure to include your experience in these areas on your resume.</b></div></div><p></p>
</div><div></div><div><div><p><b>IMPORTANT INFORMATION</b></p>
<p><i>The Office of Human Resources (OHR) reviews the minimum qualifications of all applicants, irrespective of whether the candidate has previously been found to have met the minimum requirements for the job or been temporarily promoted to the same position. This evaluation is based solely on the information contained in the application/resume submitted for this specific position.</i></p>
<p><i>Montgomery County Government(MCG) is an equal opportunity employer, committed to workforce diversity. Accordingly, as it relates to employment opportunities, the County will provide reasonable accommodations to applicants with disabilities, in accordance with the law. Applicants requiring reasonable accommodation for any part of the application and hiring process should email OHR at </i><i>Hiring@montgomerycountymd.gov</i><i>. Individual determinations on requests for reasonable accommodation will be made in accordance with all applicable laws.</i></p>
<p><i>MCG also provides hiring preference to certain categories of veterans and veterans/persons with a disability. For more information and to claim employment preference, refer to the Careers webpage on </i><i>Hiring Preference</i><i>.</i></p>
<p><i>All applicants will respond to a series of questions related to their education, relevant experience, knowledge, skills, and abilities required to minimally perform the job. The applicant's responses in conjunction with their resume and all other information provided in the employment application process will be evaluated to determine the minimum qualifications and preferred criteria or interview preference status. Based on the results, the highest qualified applicants will be placed on an Eligible List and may be considered for an interview. Employees meeting minimum qualifications who are the same grade will be placed on the Eligible List as a &quot;Lateral Transfer&quot; candidate and may be considered for an interview.</i></p>
<p><i>This will establish an Eligible List that may be used to fill both current and future vacancies.</i></p>
<p><i>If selected for consideration for this position, you may be required to provide evidence that you possess the knowledge, skills, and abilities indicated on your resume.</i></p>
<p><b><i>Montgomery County Ethics Law</i></b><i>: Except as provided by law or regulation, the County's &quot;Public Employees&quot; (which does not include employees of the Sheriff's office) are subject to the County's ethics law including the requirements to obtain advanced approval of any outside employment and the prohibitions on certain outside employment. The outside employment requirements of the ethics law can be found at </i><i>19A-12 of the County Code</i><i>. Additional information about outside employment can be obtained from the </i><i>Ethics Commission</i><i> website.</i></p></div></div></div>

Retiree Insurance Specialist (Human Resources Specialist I/II/III), Grade N18/N22/N25

<div><p><b>Job Summary
</b></p><p>The STS GES Senior Associate is responsible for developing, recommending, and implementing efficient and effective methods to maximize client benefits, particularly by decreasing clients&rsquo; current and future taxes. The STS GES Senior Associate is also responsible for executing tasks relating to taxation of equity compensation, deferred compensation, and individual and corporate income taxes.
</p><p><b>Job Duties
</b></p><p><b>Research
</b></p><ul><li>Identifies situations in which research is necessary, and provides an outline of the issue(s)as well as the appropriate source of research to be utilized
</li><li>Analyzes researched facts and the sources utilized
</li><li>Composes detailed reports of the research findings
</li><li>Researches and assists with compensation planning and/or benchmarking for executive compensation models
</li></ul><p><b>Tax Compliance
</b></p><ul><li>Ensures clients comply with applicable authorities while identifying options for minimizing compensation-related tax and reporting burdens
</li><li>Obtains required client information
</li><li>Accomplishes basic tasks as well as documents and organizes work product for review by senior Comp &amp; Ben professionals
</li></ul><p><b>Compensation and Benefits Consulting
</b></p><ul><li>Reviews SEC filings of public companies, survey data, issue briefs prepared by legal and accounting experts and &ldquo;best practice&rdquo; guidelines published by investor advisory groups as background for providing clients with creative approaches to compensation opportunities that promote shareholders&rsquo; interests
</li><li>Monitors tax and other regulatory actions regarding executive compensation rules, and advises clients on compliance strategies
</li></ul><p><b>Strategy Development
</b></p><ul><li>Assists in the preparation of studies of market practices as well as tax and regulatory activities to identify alternative courses of actions to clients
</li><li>Develops an understanding of the impact of clients&rsquo; business objectives as they relate to the development of compensation strategies
</li></ul><p><b>Other duties as required
</b></p><p><b>Supervisory Responsibilities:
</b></p><ul><li>Supervises the day-to-day workload and reviews work of Comp &amp; Ben Associates and Interns on assigned engagements
</li><li>Ensures Associates and Interns are trained on all relevant software
</li><li>Assists in the development of Associates and Interns to enhance professional development
</li><li>Delivers periodic performance feedback, and completes performance evaluations for Associates and Interns
</li></ul><p><b>Qualifications, Knowledge, Skills and Abilities:
</b></p><p><b>Education:
</b></p><ul><li>Bachelor&rsquo;s degree required; focus in Business, Accounting, or Human Resources, preferred
</li><li>Master&rsquo;s degree, preferred
</li></ul><p><b>Experience:
</b></p><ul><li>Two (2) or more years of prior work experience required; focus in compensation and/or strategic service consulting, preferred
</li></ul><p><b>License/Certifications:
</b></p><ul><li>Certified Compensation Professional, CPA certification or other relevant certification, preferred
</li></ul><p><b>Software:
</b></p><ul><li>Statistical software packages, preferred
</li><li>Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred
</li></ul><p><b>Language:
</b></p><ul><li>High proficiency in English, both verbal and written (including technical writing skills), preferred
</li></ul><p><b>Other Knowledge, Skills &amp; Abilities:
</b></p><ul><li>Excellent verbal and written communication skills
</li><li>Ability to successfully interact with professionals at all levels
</li><li>Strong analytical and research skills
</li><li>Solid organizational skills
</li><li>Ability to meet project deadlines with a focus on details
</li><li>Ability to successfully multi-task while working independently or within a group environment
</li><li>Capable of effectively managing a team of professionals, and delegating work assignments as needed
</li><li>Ability to build and maintain strong relationships with internal and client personnel
</li><li>Ability to encourage team environment on engagements, and contribute to the professional development of assigned personnel
</li>Moderate knowledge and understanding of legislative process regarding tax policy<br>
<li>
</li></ul><p></p><p>Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate&rsquo;s qualifications, experience, skills, and geography.
</p><p>National Range: $73,500 - $131,250
<br>
Maryland Range: $73,500 - $131,250
<br>
NYC/Long Island/Westchester Range: $73,500 - $131,250
<br>
Washington DC Range: $73,500 - $131,250</p></div>
<br><div><p>Join us at BDO, where you will find more than a career, you&rsquo;ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
</p><p>At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
</p><p>BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm&rsquo;s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm&rsquo;s success, with no employee contributions.
</p><p>We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
</p><p></p><ul><li>Welcoming diverse perspectives and understanding the experience of our professionals and clients
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Global Employer Services-Retirement Plans Services Senior Associate- 401(k) and Cash Balance Plan Administration Focused

Sanderson

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

Senior Manager - Pensions Administration Consulting

Liebherr-International Deutschland GmbH

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

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

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