- Ascensus (Portland, OR)
- …goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver ... client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of… more
- Raymond James Financial, Inc. (Mill Creek, WA)
- …fully remote work if this candidate has seasoned Relius system and retirement plan administration expertise. Salesforce and SharePoint knowledge is an added bonus._ ... experience, specialized training, or certification to administer qualified and nonqualified retirement plans; this includes all aspects of plan design, compliance… more
- T. Rowe Price (Owings Mills, MD)
- …to grow, contribute, learn, and make a difference at T. Rowe Price as a Retirement Plan Manager ( Consultant ) in Retirement Plans Services. You'll utilize ... meet or exceed their operational and administrative needs. The Retirement Plan Manager ( Consultant ) helps maintain the...of the plan + May support development of a service strategy, depending upon the client complexity and retention… more
- Henderson Brothers Inc. (Pittsburgh, PA)
- …SNAPSHOT + Title: Retirement Plan Consultant + Department: HB Retirement + Location: Pittsburgh, PA + Responsibilities: service current Retirement ... holidays POSITION DETAILS Expect your typical day as a Retirement Plan Consultant to be focused on...humility, teamwork, and a desire to provide truly exceptional service and solutions to our clients. It is these… more
- Aegon Asset Management (Denver, CO)
- …paid in certain Company locations.** Total Compensation for first year RVP/Regional Retirement Consultant targeted at $115,000, contingent upon attainment of ... of customers and thousands of employees worldwide. Our insurance, retirement , and investment solutions help people make the most...Retirement products and services. + Manage post sale service issues that arise and field service … more
- Henry Ford Health System (Detroit, MI)
- GENERAL SUMMARY: The Senior Retirement Consultant (SRC) is a key strategic resource for financial analysis, data integrity, budgeting and accounting information ... for the Retirement Department. Working with the Director of Retirement...outside actuaries on data gathering for vesting and credited service for new affiliations and joint ventures. Prepares specifications… more
- HUB International (Scottsdale, AZ)
- The Retirement Plan & Investment Consultant provides dedicated on-site and field support for a specified block of retirement plans (401k, 403b, DB, ESOP, NQ ... meeting and other presentation materials in collaboration with the retirement client service team + Coordinating with other departments to ensure deadlines… more
- Ascensus (Greensboro, NC)
- …of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person ... IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and...for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge… more
- Manulife (Boston, MA)
- The Retirement Consultant (RC) works as a member of a broader team with a collaborative culture responsible for over $3.5B in annual asset retention including ... make good decisions about what to do with their retirement assets. This involves educating, guiding and helping terminating...on a one-on-one basis + Strong listening and customer service skills + Strong analytical and problem-solving skills +… more
- Lincoln Financial Group (Washington, DC)
- …for this opportunity. **Requisition #:** 74153 **The Role at a Glance** As the ** Retirement Plan Document Consultant ** , you will be joining an experienced and ... team consulting on, preparing, and quality reviewing 401(a)/(k), 403(b), and 457(b) retirement plan documents for new and takeover plans, as well as client-requested… more