Senior Retirement Plan Document Specialist
USI Insurance Services
USI Insurance Services seeks a detail-oriented professional to provide technical and compliance support on retirement and employee benefit plans. You will draft plan documents, amendments, SPDs, coordinate with attorneys and account managers, and prepare materials for audits and plan conversions. With minimal supervision, you will communicate regulatory issues to internal teams and clients, maintain files, and help implement new laws affecting plan design and administration while delivering #J-18808-Ljbffr USI Insurance Services
- Plan Documents Specialist - Freelance Project We’re looking for a dedicated specialist to assist our... ...Be Doing? Our mission is to empower retirement savings by providing bundled plan services... ...: Contract. Workplace type: Remote. Seniority level: Entry Level. #J-18808-Ljbffr...RetirementHourly payContract workInterim roleFreelanceWork at officeRemote work
$45 - $70 per hour
Techno is seeking an experienced Senior Document Controls Specialist to support a large-scale transportation and infrastructure program in the... ...benefits package including enrollment in our 401(k)-retirement savings plan, comprehensive dental, health, and vision insurance...SeniorRetirementHourly payContract workFor contractorsWork at officeFlexible hours$80k - $90k
Vestwell is seeking an experienced retirement plan administrator for its New York City office, focusing on compliance testing and retirement plan operations. This dynamic role supports both large and small clients while ensuring compliance with IRS regulations. Ideal candidates...SeniorRetirementWork at office$100k - $115k
...specialized end to end event marketing strategy, planning and execution of client and employee... ...complex high-level events that involve senior management teams and provide high level... .... Additional benefits may include retirement savings plans like 401(k) and paid days...SeniorRetirementFull timeWork at office$80k - $110k
Senior Financial Planner, Advisor Services Formative (formerly First... ...the investment operations, planning, and back‑office. We strive... ...reports across tax planning, retirement projections, estate scenarios... ...transfer strategies. Review client documents (tax returns, account...SeniorRetirementFull timeRemote work- ...in the capabilities and features we deliver. As a Senior Associate in Strategy & Planning on the Commerce Payments/Digital Wallets Payments team... ...care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement,...SeniorRetirementWork visaShift work
$150k - $200k
...Tax Planning Specialist Location: Onsite NYC Salary: $150,000-200,000 plus equity About... ...responses when needed Maintain documentation and improve tax processes over time... ...provide planning support across: Retirement and tax-advantaged accounts Equity...SeniorRetirementLocal area$85k - $130k
...solutions. Job Summary TYLin is seeking a Senior Environmental Planner based in our... ...Responsibilities & Qualifications Prepare planning analyses and reports, including those associated... ...off, employee assistance program and a retirement savings plan with company matching...SeniorRetirementLocal area- ...Tax Planning Specialist At Range, we're building towards a world where anyone can live the... ...wealth management. Investments, taxes, retirement, estate planning, all in one platform... ...risks through effective planning and documentation in the following areas, among others:...SeniorRetirementWork at officeLocal areaRelocationMonday to Friday
$120.74k - $203.84k
...Primary Responsibilities Provide planning, design and coordination support on projects and... ...Prepare drawings and specification documents Research, plan, design and administer building... ...away, parental leave, paid holidays, a retirement savings plan with employer match,...SeniorRetirementFull timeTemporary workFlexible hours- GemHarvest Executive Recruiting is seeking a Senior Financial Advisor in New York City. This... ...work. The ideal candidate will deliver planning-first advice to high-net-worth clients,... ...planning across various areas such as retirement and investment strategy. A Bachelor's...SeniorRetirementWork at officeRemote work
$95.2k - $142.8k
TYLin is seeking a full-time Senior Transit Planner in New York City. The role involves leading transit planning projects, managing client relationships, and developing business... ...benefits including medical insurance and a retirement savings plan. #J-18808-Ljbffr TYLinSeniorRetirementFull time- Capgemini Invent seeks a Senior Consultant in AI Product & Innovation to drive AI initiatives and deliver client outcomes. This... ...-ready presentations. Benefits include comprehensive medical coverage and a retirement savings plan. #J-18808-Ljbffr Capgemini InventSeniorRetirement
- ...Senior Health Planner At HDR, our employee-owners are fully engaged... ...integrated healthcare planning and design for some of the world... ...drawings and specification documents Research, plan, design and... ...parental leave, paid holidays, a retirement savings plan with employer...SeniorRetirementFull timeTemporary workPart timeFlexible hours
- ...Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior... ...multigenerational wealth transfer, retirement planning, business succession, and... ...clients' financial, legal, and family documents to identify planning opportunities,...SeniorRetirementWork at officeRemote work
$97.5k - $162.5k
...Exchange Group) in New York is looking for a Senior Associate. In this role, you will generate sales... ...for a Variable Incentive Compensation plan and a comprehensive benefits package, including medical and retirement plans. #J-18808-Ljbffr LSEG (London Stock Exchange...SeniorRetirement$200k - $250k
...an active TS/SCI clearance and at least 5 years of capture management experience. Amentum offers a competitive compensation range from $200,000 to $250,000 and various benefits including health insurance, paid time off, and retirement benefits. #J-18808-Ljbffr AmentumSeniorRetirement- ...wealth management firm is seeking an experienced Senior Wealth Planner to join its centralized Estate and Wealth Planning group serving high-net-worth and ultra-high-... ...wealth planning analyses, including retirement cash flow modeling, asset allocation, wealth simulations...SeniorRetirement
- Storyful is seeking a Senior Compensation Analyst for its Midtown Manhattan office. This... ...managing salary, bonus, and sales incentive plans alongside conducting job analysis and... ...package including healthcare, paid time off, and retirement plans. #J-18808-Ljbffr StoryfulSeniorRetirementWork at office
$140k - $170k
...experience in investment roles and exceptional skills in public speaking and data analysis. The firm offers a competitive salary range of $140,000-$170,000/year, along with additional benefits including health care and retirement plans. #J-18808-Ljbffr Nomura Holdings, Inc.SeniorRetirement- Digital Insurance LLC is seeking a dedicated professional to manage and grow a book of retirement plan clients. This role involves developing client relationships and designing retirement plan structures. Ideal candidates will have a strong understanding of ERISA regulations...SeniorRetirementWork at office
- Vestwell Inc is looking for an experienced Retirement Plan Administrator to join the RPA team. This role involves compliance testing, government reporting, and overseeing retirement plans for clients. The ideal candidate will have at least 4 years of relevant experience...SeniorRetirementWork at office
- OneDigital seeks a senior retirement plan consultant to manage a growing book of plan clients and deepen advisory expertise. You will design... ...menu analysis, and fiduciary guidance, coordinating with specialists and Education Managers to engage participants and drive retention...SeniorRetirement
$100k - $120k
...Hispanic Alliance for Career Enhancement is seeking a Sr. Claims Specialist to analyze medical malpractice claims and provide... ...comprehensive benefits package including health, dental, and retirement plans. #J-18808-Ljbffr Hispanic Alliance for Career EnhancementSeniorRetirement- ...Durance. Candidates should have a strong background in project planning with at least 5 years of experience, particularly in complex... ..., and Power BI. Amentum offers comprehensive health benefits, retirement plans, and educational reimbursement. #J-18808-Ljbffr AmentumSeniorRetirement
- 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...SeniorRetirement
$145k - $175k
...Job Description As a Senior Events Marketing Manager, you'll define and execute a global event strategy that drives enterprise... ...competitive medical, dental and vision insurance, a retirement savings plan, wellness benefits, travel expenses and subsidized lunch no...SeniorRetirementShift work- ...that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company\'s retirement plan (or similar retirement benefits). #J-18808-Ljbffr Vaco by HighspringSeniorRetirementWork at officeLocal area
$82.5k - $117.1k
...( , TikTok ( ) About the Role: The Senior Production Planner is responsible for developing... ...health. This role partners closely with Planning, Sales, Buying, Supply Chain, Allocation... ...to help our associates save for retirement. We also offer career growth opportunities...SeniorRetirementSeasonal workLocal areaFlexible hours$95.2k - $142.8k
...Job Summary TYLin is seeking a full-time Senior Transit Planner to be based in New York... ...a dynamic team that provides a range of planning services for public clients, including... ...off, employee assistance program and a retirement savings plan with company matching contributions...SeniorRetirementAgency workFull timeLocal areaRemote work
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