Retirement Plan Specialist: DC & Cash Balance
$80k - $86kAllianceBernstein
AllianceBernstein is seeking a Private Client Retirement Plan Associate based in New York. This role focuses on servicing Defined Contribution and Cash Balance clients, assisting Financial Advisors, and coordinating with custodians for account setups. The ideal candidate holds a bachelor’s degree in business, finance, or economics, and has strong analytical and communication skills. The salary range for this position is between $80,000 and $86,000, along with a comprehensive benefits package. #J-18808-Ljbffr AllianceBernstein
$40k - $50k
Strongpoint Partners is tech-enabled retirement services platform serving... ...GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"),... ...& Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants... ...-level Loan & Distribution Specialist to join our team in office...CashRetirementWork at officeLocal areaRemote workFlexible hours$124k - $168k
...Manager, the role is responsible for the planning and execution of high-touch and high-... ...environment Event experience in New York, DC or other major cities; knowledgeable of... ...401(k) Profit Sharing Plan and Cash Balance Retirement Plan with generous employer contributions...CashRetirementFull timeTemporary workWork at officeRemote workFlexible hours3 days per week- ...performance, location, and level. Job Summary The Retirement Plan Services Onboarding Specialist is responsible for overseeing retirement plan conversions... ...retirement plans, including 401(k), profit‑sharing, Cash Balance/Defined Benefit, and related compliance requirements...CashRetirementWork experience placementWork at officeLocal areaFlexible hours
$80k - $86k
AllianceBernstein L.P. is seeking a Private Client Retirement Plan Associate in New York. This role focuses on servicing Defined Contribution and Cash Balance clients and requires strong analytical and communication skills. The ideal candidate should have a Bachelor’s degree...CashRetirement- ...clients. As a Vice President on our On-Balance Sheet Product team, you'll play a... ...alignment with Securities Services and Cash & Liquidity strategy. Manage day-to... ...on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...CashRetirement
$140k - $213.75k
...across investments, tax, retirement, insurance, legal, and... ..., the comprehensive plans that hold together... ...Senior Wealth Planning Specialist to define how Monstro'... ...system is essential. Cash Flow, Debt & Liquidity... .... Ensure the logic balances sustainability, flexibility...CashRetirementWork at office$150k - $180k
...institutions through a range of retirement services, wealth protection... ...portfolio management, sector specialists, capital, actuarial, and risk... ...deployment, and overall balance sheet management* Evaluate relative... ...-term incentive program (cash bonus). Cash compensation tends...CashRetirementTemporary workWork at officeLocal area$80k - $110k
...while we handle the investment operations, planning, and back‑office. We strive to be the... ...generating reports across tax planning, retirement projections, estate scenarios, and more.... ..., estate, education funding, insurance, cash flow, Social Security analysis, and more...CashRetirementFull timeRemote work$164.6k - $288k
The Director - Balance Sheet Optimization is responsible for leading the development and... ...impacts into financial outlooks and strategic plans. Support in the development of NII... ...benefits package including retirement benefits (401k and pension), health and...RetirementWork at officeWork from homeRelocationFlexible hours$80k - $150k
Strongpoint Partners, a tech-enabled retirement services platform, seeks an actuary to support small- to mid-sized plans, including Defined Benefit valuations and PBGC filings. This fully remote role is open across the United States, with preference for Central and Eastern...CashRetirementRemote job- ...Senior Wealth Planner to join its centralized Estate and Wealth Planning group serving high-net-worth and ultra-high-net-worth clients... ...deliver sophisticated wealth planning analyses, including retirement cash flow modeling, asset allocation, wealth simulations, income tax...CashRetirement
- ...pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working... ..., insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. Knowledge of issues relating to securities-...CashRetirementWork at office
$125k - $200k
...Serve as the team's subject matter expert for complex wealth planning matters impacting HNW and UHNW clients. Identify, design,... ...investable assets. Lead planning discussions related to: Retirement and cash flow planning Income tax planning and tax-efficient...CashRetirementPermanent employmentTemporary workWork at officeFlexible hours$170k - $260k
...career growth, exposure to sophisticated planning strategies, and the opportunity to build... ..., insurance, stock options, taxes, and cash flow planning Strong analytical and technical... ...on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition...CashRetirementWork at office- 2 weeks ago Be among the first 25 applicants Retirement Plan Administration Associate Who are we looking for? The Retirement Plan Administration... ...workstreams. What will you be doing? Year end testing for DC plans & 5500s for terminating DC plans (EZ, SF and large) Drafting...RetirementHourly payContract workWork at officeRemote workShift work
- ...financial products, including derivatives, illiquid cash products, private equity, etc. Autonomously design... ...expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher...CashRetirementFull timeTemporary workWork experience placementWork at office
$80k - $90k
...Description Summary Manage a select group of qualified and nonqualified retirement plan conversions, which may include all aspects of plan onboarding... ..., and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This...CashRetirementWork at officeLocal areaRemote work3 days per week$80k - $86k
What You’ll Do We are looking for a NY‑based Private Client Retirement Plan Associate to focus on servicing Defined Contribution (DC) and Cash Balance (CB) existing and prospective clients. The Associate will support the national small‑market DC sales effort and the cash...CashRetirementInternship$145k - $165k
...income , multi-asset/DC solutions , and... ...managers, product specialists, distribution... ...alternatives, and retirement-related markets.... ...opportunities (i.e., annual cash incentives, sales... ...offer an array of plans, programs, tools... ...paid cash balance retirement plan (4...CashRetirementPart timeWork experience placementLocal areaFlexible hours$100k - $120k
...in 1987 in Washington, DC, Carlyle has grown into... ...related support for all balance sheet and income... ...to the TPA, monitoring cash needs and credit facilities... ...package that includes retirement benefits, health insurance... ...paid holidays, family planning benefits, and various wellness...CashRetirementInterim role$25.5 - $28.5 per hour
...refunds, and provide future tax planning advice. Utilize resources... ...financial goals (e.g., saving for retirement, college funds, weddings, or... ...Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and...CashRetirementSeasonal workLocal area$90k - $135k
...our clients. The Digital Marketing Specialist reports to the Senior Manager,... ...accident insurance ~401(k) Profit Sharing Plan and Cash Balance Retirement Plan with generous employer... ...position is currently available in our DC and NY office locations only. Axinn...CashRetirementFull timeTemporary workWork at officeFlexible hours$200k
...Founded in 1987 in Washington, DC, Carlyle has grown into one... ...function through organisation and planning, collaboration, issue... ...attention to detail. An ability to balance providing direction with... ...comprehensive benefits package spanning retirement benefits, health insurance,...RetirementImmediate start$210k - $325k
...management solutions that provide for optimal balance sheet, cash flow, earnings and fund related needs.... ...healthcare and wellness programs to retirement plans and childcare services, we prioritize... ..., Denver, Miami, and Washington, DC. BNP Paribas has built a strong and diversified...CashRetirementWork at office$80k - $86k
...looking for a NY-based Private Client Retirement Plan Associate that will focus on both servicing Defined Contribution (DC) and Cash Balance (CB) existing and prospective clients.... ...each client is supported by a team of specialists aligned with a shared sense of purpose...CashRetirementTemporary workInternshipFlexible hours$145k - $165k
...income, multi-asset/DC solutions, and... ...managers, product specialists, distribution leaders... ...alternatives, and retirement-related markets.... ...opportunities (i.e., annual cash incentives, sales... ...life insurance plans 401(k) Savings... ...paid cash balance retirement plan (4...CashRetirementPart timeWork experience placementLocal areaFlexible hours- ...Provides referrals to the First New York Retirement and Investment Services Program. Refers... ...daily opening and closing of their assigned cash box and PC work station, including but... ...out of their immediate control, balancing their physical cash to the core operating...CashRetirementPart timeImmediate start
- ...compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation...CashRetirementLocal areaWork from homeHome officeFlexible hours
$130k - $150k
...accounting and finance functions, manage daily cash flow, ensure timely reporting, and... ...Perform bank, credit card, and balance sheet reconciliations Prepare journal entries... ..., and funding needs Administer payroll, retirement plans, and profit-sharing contributions Ensure...CashRetirementFull timeContract work- ...look and feel of an independent advisor with the benefits and support of traditional employment 2 retirement programs: a 401(k) with a 4% match, a cash balance pension plan Requirements Series 7 and 66 (or 6 and 63/65) required Insurance license required Three or more...CashRetirementFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Retirement Plan Specialist: DC & Cash Balance. Be the first to apply!
- discharge planner New York, NY
- retail planner New York, NY
- senior planner New York, NY
- facilities planner New York, NY
- travel planner New York, NY
- capacity planner New York, NY
- planning specialist New York, NY
- meeting planner New York, NY
- medical equipment planner New York, NY
- environmental planner New York, NY


