Retirement Plan Specialist - Client Service & Compliance
EPIC RPS
EPIC RPS is seeking a compliance-focused professional to service a book of retirement plans, ensuring adherence to pension laws and plan provisions. You will communicate with plan sponsors, advisors, and internal teams to deliver timely services and maintain high client satisfaction. The role requires an associate degree with 2+ years of experience (or equivalent), and ASPPA/CEBS preferred. Strong Excel skills and ability to prepare routine reports are essential for success. #J-18808-Ljbffr EPIC RPS
$65k - $85k
...FSG Parent L.P., provides plan document, compliance, consulting and government reporting services to more than 8,000 clients in all 50 states,... ...truly enjoy working in the retirement plan industry. To learn... ...Summary The Retirement Plan Specialist serves as the primary...RetirementTemporary workWork at officeLocal areaRemote work- CAPTRUST is seeking a Retirement Plan Consulting, Senior Manager to collaborate with Financial Advisors, client service professionals, and clients to provide technical retirement... ...benchmarking, governance review, and regulatory compliance guidance. The role emphasizes ERISA...RetirementRemote job
- C&N is seeking a Senior Retirement Plan Administrator to oversee retirement plan administration, compliance, and client service within our Wealth Management team. The role emphasizes strong relationships with plan sponsors and participants while ensuring regulatory adherence...RetirementRemote jobRelocation
- Guidant Financial is seeking a Retirement Plan Operations Specialist to learn the end-to-end process of administering... ...on 401(k) plans. You will review client documents, communicate progress,... ...to perform testing, reporting, and compliance tasks. #J-18808-Ljbffr Guidant...RetirementRemote job
$23.55 per hour
...make a genuine difference for our clients and their own professional paths. Our... ...things better. Role Summary As a Retirement Plan Operations Specialist at Guidant Financial you will take... ...or mortgage document processing, or compliance or quality-control support Proficiency...RetirementHourly payWork experience placementRemote workWork from homeHome officeFlexible hours$10k
...seeking its first dedicated Financial Crimes Compliance Controls Senior Strategist to build and... ...into strategic product and technology planning. This role complements the broader team... ...coverage (up to $4,000 lifetime)Group Retirement Plan with employer match (RRSP + DPSP)...RetirementFull timeWork at officeRemote workHome officeFlexible hours- Ascensus is seeking a Retirement Plan Consultant to serve as the primary... ...financial advisors on ERISA compliance, plan design, and governmental... .... The role involves client meetings via video or phone... ...while delivering exceptional service and accurate reporting to clients...Retirement
- ...seeking a detail‑oriented professional to oversee recordkeeping, administration, and servicing for a portfolio of employee benefit plans. You will ensure adherence to pension laws, manage client communications, and support project activities across internal teams. The role...Retirement
$70k - $80k
...their information and ensuring compliance with stringent regulations.... ...will coordinate workplace services, facilities support, vendors... ...software such as data entry, client file updates, and ensuring... ...corporate bonuses, and a 401(k)-retirement plan with company contribution...RetirementTemporary workWork experience placementWork at office$70k - $75k
...Customer Development & Client Relations Management (... ..., After Sales, Client Services, and Experience. The... ...budget process, ensuring compliance with accounting and... ...environment ~ Hands-on event planning experience and... ...time ~401(k) and Roth Retirement plan with company...RetirementInternshipSeasonal workWork at officeLocal areaFlexible hours$71.16k - $94.9k
...Range: $71,160.00 - $94,903.00Deliver client service for recordkeeping, administration... ...Performed:45% Proactively ensure plans are administered in compliance with plan provisions and current... ...accident, and critical illness coverage.Retirement Plans: Benefit from a 401(k) plan...RetirementFull timeTemporary workPart timeWork at officeWork visaFlexible hours$66.3k - $80k
...known for its highly personal approach to client service. Renowned for its incredible culture,... ...to grow. What You’ll Do 45% - Planning & Negotiation Develop and present strategically... ...coverage, life and disability insurance, retirement savings plans, company paid holidays...RetirementContract workWork experience placement$66.3k - $80k
...known for its highly personal approach to client service. Renowned for its incredible culture,... ...grow. What You’ll Do 30% - Strategic Planning Use your understanding of the media planning... ...coverage Life and disability insurance Retirement savings plans Company paid holidays...RetirementFlexible hours- ...empower our people to serve clients and support each other... ...the basics of estate planning, business planning,... ...excellent customer service to both internal and external... ..., dental, vision, retirement savings, disability... ...are committed to full compliance with the Americans with...RetirementRemote jobWork at officeLocal area
$71.16k - $94.9k
...: $71,160.00 - $94,903.00 Deliver client service for recordkeeping, administration... ...Performed 45% Proactively ensure plans are administered in compliance with plan provisions and current pension... ..., and critical illness coverage. Retirement Plans:Benefit from a 401(k) plan...RetirementFull timeTemporary workPart timeWork at officeLocal areaWork visaMonday to FridayFlexible hours- Vestwell is seeking a Senior Specialist for its Retirement Services team, pivotal in shaping retirement plan documentation and compliance. You will interact directly with Plan Sponsors to ensure accurate plan designs and legal alignment. This position blends independent...Retirement
- ...will apply deep HR benefits expertise to analyze and optimize employer-sponsored health, welfare and retirement programs while collaborating with the Client Services Team. This role offers autonomy and end-to-end visibility in a growing organization, with opportunities...RetirementWork at office
$110k
...Wealth Planning Associate MIO Partners Inc. (MIO) is a global,... ...record of performance for our clients through multiple market cycles... ...asset management and advisory services to current and former... ...advice, wealth planning, and retirement services to approximately 250...RetirementWork at office$131.47k - $164.34k
...development of strategies and plans for future products and... ...analysis of conference products and services. Working collaboratively,... ...necessary. Ensures consistent compliance with regulatory and accreditation... ...of other benefits, and retirement savings program with employer...RetirementTemporary workWork at officeLocal areaRemote work- Human Interest is seeking a Customer Success Operations compliance specialist to support 401(k) plans through compliance testing, annual IRS reporting, and... ..., and internal operations to deliver an excellent client experience. You will review plans, prepare amendments,...
- ...-Greater New York is seeking a Case Manager to assess client needs, plan individualized service steps, link to essential services, counsel clients, and... ...benefits package, including health coverage, retirement plans, tuition reimbursement, and paid time off, with...Retirement
$176k - $246k
...based in New York is seeking a seasoned professional to lead client advisory services. This role requires a minimum of 10 years of experience in... ...00 - $246,000 USD, with benefits including health insurance, retirement savings, and paid time off. #J-18808-Ljbffr Jobleads-USRetirement$62.5k - $80k
A leading pharmaceutical services provider in the United States is looking for a Client Services Business Analyst. This role supports a pharmaceutical cost and coverage... ...includes a variety of benefits such as health insurance and retirement savings. #J-18808-Ljbffr Precision AQRetirement- DWC, a retirement services provider, seeks a Retirement Plan Specialist to manage client relationships and deliver exceptional service across 401(k), 403(b), and 457 plans. You will coordinate client meetings, track issues, and provide updates and analytics to ensure satisfaction...RetirementRemote job
$49k
Guidant Financial is seeking a Retirement Plan Specialist to support clients in administering 401(k) plans. This fully remote position allows you to enhance your career while making a meaningful impact on small businesses. With a competitive salary of $49,000 annually,...RetirementRemote job- ...insurance brokerage firm is seeking a Client Relationship Manager - Retirement Services in the EST timezone. This role involves... ...relationship management for the firm's Retirement Plan Advisors, with responsibilities including ERISA compliance, client support, and document...RetirementRemote job
$220k - $260k
Advice, Planning & Fiduciary Services Team | Neuberger Wealth About the Team The Advice... ...planners, and fiduciary specialists — 34 professionals in... ...Together, the team advises clients on estate planning, tax planning... ...with base salary and retirement contributions, is part of...RetirementWork at officeLocal areaWorldwideShift work$63k - $72k
...highest standards of professionalism and client service. As our practice continues to grow, we... ...court filings, ensuring strict compliance with local rules and procedures. Assist... ...Dental, and Vision Insurance, and a 401(k) retirement plan. Why Join Us? At Kahn Yuniver Law, you...RetirementWork at officeLocal areaRemote work$100k - $130k
...Director, Earned Media, Financial Services The Weber Shandwick team is... ...support financial services clients in our Corporate Advisory... ...programsDevelops strategies/plans and media materialsBrings a client... ..., investing, payments, retirement, insurance, wealth management...RetirementFull timeTemporary workWork at officeLocal areaFlexible hours3 days per week- ...application process. Licensed Treatment Plan Specialist Regular Full-Time Bristol, PA, US 18... ...Specialist Join Our Team As demand for our services continues to grow, we’re expanding our... ...Benefits - Medical, dental, vision, retirement plan, long-term disability, and life insurance...RetirementFull timeWork at officeRemote workFlexible hoursAfternoon shift
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