Retirement Plan Audit Specialist - Large Plans
Vestwell
Vestwell is seeking an experienced Retirement Plan Administrator to join our dynamic RPA team in King of Prussia. This role involves compliance testing, providing client service support, and assisting with plan terminations. The ideal candidate should have at least 1 year of relevant experience, exceptional understanding of IRS regulations, and excellent communication skills. Vestwell offers a hybrid work environment with competitive health benefits and a significant focus on employee wellness, making it an excellent place to grow your career. #J-18808-Ljbffr Vestwell
$60k - $70k
Albert Invent is seeking an experienced Retirement Plan Administrator to join our team in King of Prussia, PA. In this role, you will be responsible for compliance testing, government reporting, and providing consulting services related to retirement plans. The ideal candidate...Retirement- Vestwell is looking for an experienced Retirement Plan Administrator to join their Retirement Plan Administration team in King of Prussia. This role involves managing year-end testing for DC plans, answering client service team questions on retirement plans, and assisting...RetirementWork at office
- Albert Invent is looking for an experienced Retirement Plan Administrator to join the Retirement Plan Administration team in King of Prussia, Pennsylvania. This position involves conducting compliance testing, assisting with plan terminations, and providing consulting services...Retirement
$135k - $160k
...Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial... ...administration, life insurance, and qualified and non-qualified retirement plans. Conduct necessary research, leverage technology, and...RetirementFull timeFor contractorsWork at office$80k - $90k
Vestwell is seeking an experienced administrator for its Retirement Plan Administration (RPA) team in King of Prussia, PA. This role involves ensuring compliance through testing, addressing client questions on retirement plans, and assisting with terminations. Candidates...Retirement- Albert Invent is seeking an experienced Retirement Plan Administrator located in King of Prussia, PA. The ideal candidate will manage responsibilities such as year-end testing for Defined Contribution plans and assist with plan terminations. Requirements include at least...Retirement
- ...is seeking an Interim Assistant Controller / Accounting Consultant for a remote role. The selected candidate will support a Retirement Plan Audit while overseeing general accounting and payroll functions. A strong technical background in audits and GAAP is essential. With...RetirementRemote jobInterim role
- ...to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and...RetirementTemporary workWork experience placement
- ...preferred. ~ Experience working with large fixed-income datasets (TRACE, BQUANT, issuer... ...Posted 14 Days Ago Senior Analyst, Specialist locations 2 Locations time type... ..., institutions, employer-sponsored retirement plans, and financial professionals. We have a...RetirementFull time
$60k - $70k
Who Are We Looking For? The Retirement Plan Administration (RPA) team is responsible for the compliance... ...’s bundled clients. The team focuses on large plans and small plans; we are looking for someone to join our large plan/audit team. The RPA team is the go-to subject‑...RetirementWork at office$140k - $240k
...functional resources to develop plans to respond and/or comply with... ...& additional external audits Assist ITO Tax Operations management... ...skills for reviewing large data sets to identify data integrity... ...healthcare and wellness programs to retirement plans and childcare services,...RetirementWork at officeLocal area- ...Internal Audit Learning Program Specialist Apply ( locations Malvern, PA time type Full time posted on Posted 11 Days Ago... ...individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented...RetirementFull timeWork experience placementWork at office
$108.5k - $195.9k
...maximizing capital efficiency across our large and sophisticated VA, RILA, FIA, IUL, and... ...(NYSE: LNC) helps people to confidently plan for their version of a successful future.... ...annuities, life insurance, group protection, and retirement plan services. With our 120-year...RetirementWork experience placementWork at officeRelocation package3 days per week$80k - $90k
...critical aspects of life across retirement, education, and healthcare... ...We Looking For? The Retirement Plan Administration (RPA) team is responsible... ...clients. This team focuses on large plans and small plans, and we... ...to join our large plan/audit team. The RPA team is the go-...RetirementWork at office$60k - $70k
...critical aspects of life across retirement, education, and healthcare... ...workplace‑delivered retirement plans, employer‑offered student loan... ...focuses on administration for both large and small plans and serves as... ..., including working on IQPA audits. Exceptional understanding of...RetirementWork at office- ...Wealth Planning Strategist Waldron Private Wealth (Waldron) is looking for a Wealth Planning Strategist to partner with senior department members to create processes and help drive Wealth Planning Services for Ultra-High-Net Worth/Multifamily Office type clients (Net...Work at office
- A financial services firm is seeking a Senior Financial Planning Specialist to join its High Net Worth Planning Services team. The role emphasizes expertise in financial planning, including estate and business planning. Candidates must have at least 10 years of experience...
- Waldron Private Wealth (Waldron) is looking for a Wealth Planning Strategist to execute Waldron’s financial planning process which encompasses analysis, client deliverables, technical planning topics, and value-added idea generation. In this role you will: Accountable...Work at office
$50k - $55k
...critical aspects of life across retirement, education, and healthcare... ...our Operations team to manage plan document drafting, amendments... ...- assist with processes for large-scale document projects; and... ...qualified plans Qualified 401(k) Specialist (QKS) or higher credential...RetirementInterim roleWork at officeLocal area- ...requisition id 178494 Vanguard's Internal Audit and SOX department has an exciting... ...Ago Internal Audit Learning Program Specialist locations Malvern, PA time... ...investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a...RetirementFull timeWork at office
- ...The Recreation and Events Coordinator plays a crucial role in planning, organizing, and executing recreational activities and events... ...independently without direct supervision. Who Is Vantage Point Retirement Living? Headquartered in Exton, Pennsylvania, Vantage Point...RetirementLocal areaFlexible hours
$75k
...demonstrating a consultative approach to build lasting client relationships. The position offers a competitive salary starting from $75,000 and a comprehensive benefits package including health insurance, retirement plans, and paid time off. #J-18808-Ljbffr Univest Financial CorpRetirement- ...benefit to support growing families. Future Security: 401(k) Retirement Plan with company match, Tuition Assistance, Paid Holidays,... ...Management and corporate governance systems in the Entities Audit findings and recommendations contribute to improve the efficiency...RetirementFull timeTemporary workFor contractorsWork at officeRemote work
- ...178085 Vanguard’s Internal Audit & SOX department is seeking two... ...ICFR audit cycle—including planning and risk assessment; process... ...Audit Methodology & Quality Specialist locations Malvern, PA... ...institutions, employer-sponsored retirement plans, and financial professionals...RetirementFull timeWork at office
- ...Internal Auditor you will be responsible for supporting internal audits across 70+ business units within the organization. Under the... ...Participate in all phases of the audit lifecycle, including planning, fieldwork, reporting, and follow-up Execute detailed testing...
- ...Internal Auditor Location: Radnor, PA The Senior Internal Auditor will be responsible for executing internal audit activities, including planning, fieldwork, and issues management. The Senior Internal Auditor will play a crucial role in identifying risks, evaluating...Work at office
$118.3k - $184.1k
...members. Support clients during tax audits and regulatory reviews related to international... ...a public accounting firm, law firm, or large corporate tax department. ~ Strong... ...life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs...RetirementWork experience placementLocal areaRemote work- A leading financial services firm is seeking a Tax Manager in Spring House, PA. This role involves managing tax planning, compliance engagements, and mentoring staff while maintaining strong client relationships. Applicants should have a Bachelor's degree in Accounting...
$69.5k
...work-from-home opportunities, automatic 10% retirement contribution to your retirement account... ...New Year’s Day), affordable medical plans, Health Savings Account contribution of $... ...sensitive information Ability to work in large datasets and maintain attention to detail...RetirementInternshipWork from home- ...and executing clear, timely messaging for external audiences (plan sponsors, consultants, partners) and internal stakeholders across... ...serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented...RetirementFull timeWork experience placement
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