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- ...regulatory issues especially related to 401(k)/403(b) plans. College Degree or equivalent experience preferred CPA, CEBS, ERPA or ASPPA designation(s) preferred Strong contract negotiation skills: ability to articulate a point of view in a compelling & succinct...SuggestedContract workWork at office
- ...liliMust be proficient with Windows-based operating systems and the Microsoft Office Suite of products./liliSuccessful completion of ASPPA RPF modules within 1 Year./li/ulpstrongWork Setting/Position Demands:/strong/pulliWorks in an office setting and remains in a...SuggestedContract workWork experience placementWork at office
- ...with limited supervision. Ability to work in a team environment as well as independently. Willingness and ability to complete ASPPA's Retirement Plan Fundamentals 1 and 2 courses. Why Join Our Team? Work on challenging and interesting problems, and strive to...SuggestedSummer workLocal areaRelocation
- ...of equivalent combination of education and experience Three (3) or more years of related work experience Professional designation (ASPPA, NIPA, etc.) or progress toward designation Understanding of retirement plan types and operations; as well as knowledge of ERISA guidelines...SuggestedWork experience placementWork at officeLocal area
$60k - $80k
...suite of software with strong experience in Excel In depth understanding of retirement plans required with a current CPC,QPA or QKA ASPPA designation. Experience with IRS EPCRS correction program a plus Using project management skills to coordinate client requests,...SuggestedWork at officeLocal areaImmediate startRemote work$40k - $80k
...experience and Retirement Services industry experience or thorough knowledge preferred Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred. Excellent written and verbal communication skills. The ability to...SuggestedWork experience placementWork at office- ...equivalent relationships within a financial services administrative environment Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred Ability to work independently as required, but also work within and contribute...SuggestedWork experience placementSecond jobWork at office
- ...Word and PowerPoint. - Required/liliPension designation within two-three years is preferred. - Preferred/liliSuccessful completion of ASPPA RF Modules within 1 Year - Required/li/ulpstrongWork Setting/Position Demands:/strong/pulliWorks in an office setting and remains in...SuggestedWork experience placementWork at office
- ...meet KPI's including quota. Job Qualifications: Bachelor's Degree or equivalent work experience required Broad knowledge of the retirement plan industry required, designation with ASPPA preferred recblid ylxgwgmykrvcjztdm0g17zgctj33ga 401k GenerationSuggestedFull timeWork experience placement
$70k - $80k
...interaction. Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP. ASPPA certified, CFP a plus. Experience using CRM tools. Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint,...SuggestedWork at officeLocal areaShift workNight shiftWeekend work$72k - $118k
...the equivalent combination of education and relevant experience AND ~2+ years of total relevant work experience Preferred: ASPPA Credentials such as QKA, QPA, etc. or certificates such as RPF or similar Foundational Retirement plan knowledge Account...SuggestedWork experience placementRemote work1 day per week- ...build team and client relationships, identify solutions, and achieve success. Bonus points for these: Preferred Qualifications ~ ASPPA Qualified 401(k) Administrator (QKA) Credential ~5+ years of experience working with Financial Advisors and/or Broker Dealer Firms...Suggested
- ...Must reside in one of the following states: CA, CO, FL, GA, IA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, UT. Qualifications ASPPA credential(s) or willingness to obtain Strong customer service skills and ability to manage client expectations Advanced understanding...SuggestedWork at officeRemote workHome office
$69k - $124.6k
...and 457(b) plans, including church and governmental plans Retirement plan services certification through industry organization (ASPPA, NTSA, CEBS) Nice-to-haves: Retirement plan design and administration credentials such as QKA, QKC, QPC, and/or TGPC Experience...SuggestedWork experience placement- ...file errors to external clients Skills and Qualification Bachelor's degree in related field; or possession of an active CEBS or ASPPA professional designation; or High School Diploma or equivalent with 4+ years of directly related work experience High degree of...SuggestedWork experience placementWork at officeLocal areaImmediate startRemote work
- ...ERISA laws and their application. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: ASPPA, AIF, NIPA or other industry appropriate certification preferred. Physical Requirements or Work Conditions Beyond Traditional...Work at office
- ...confidence, accountability, and teamwork with each interaction ~ Flexibility to travel for client visits and sales presentation Preferred Qualifications ~ ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations. Charles Schwab Inc.Work at office
- ...3 5 + years' experience in relationship management and/or retirement industry FINRA S6 license or required within 180 days of hire ASPPA RPF within 180 days of hire Ability to work independently and as part of a team Demonstrated strong relationship management skills 4...Work experience placementWork at officeWork from home
$96.5k - $207.5k
...services of FTIS. Serve as subject matter expert for new product or service rollouts for regional and corporate bank teams. Meet ASPPA required annual continuing education to retain certifications (see requirement below). Accountable for timeliness and accuracy of...Work at officeLong distanceNight shift$89.5k - $166.9k
...and conduct technical reviews on consulting engagements ~ Bachelors Degree Licenses, certifications, and/or registrations ~ ASPPA designations such as CPC, QPA, QKC and/or ERPA strongly preferred. Valuable benefits We value and respect the impact our...Minimum wageLocal areaRemote workNight shift- ...environment Experience with document generation systems (e.g., ASC, ftwilliam.com, Relius) Proficiency in Microsoft Office Suite ASPPA or related industry designations such as QKA, QKC, and TGPC required Nice-to-haves: Experience with MEP and/or PEP plan design...Work at office
$40.2k - $81.6k
...field Years of directly related experience: 3-5 years Preference will be given to candidates who have the following: ~ CEBS/ASPPA or other pension certification is a plus Base salary offers for this position may vary based on factors such as location, skills...Temporary work$81.27k - $135.45k
...consulting or administration. ~ Series 7 & 66 license. ~ Completion or in progress on one of the following designations: CFP, CRPC, ASPPA, CEBS, CPFA, PPC Core Competencies: Provide proactive, high-quality client service with a focus on retirement plan rules and...Work from home$75.83k - $126.39k
...with 5-7 years' experience in an ERISA compliance setting is desired. ~ Industry designation is strongly preferred (SPARK, NIPA, ASPPA, CEBS, ERPA). ~ Experience with Multiple Employer Plans preferred. ~ Experience with project management and/or drafting business...Work experience placementWork at officeLocal areaRemote workWork from homeFlexible hours- ...with a focus on delivering superb client experience. ~ QKA required or willing to attain within 4 months of employment; maintain ASPPA Membership and pursue additional designations. In return, Trinity Pension Consultants offers: ~ Salary dependent on experience...Summer workLocal area
- ...meet stringent deadlines ~ Project Leadership Preferred Qualifications: Bachelor's degree in Accounting, Math or Finance ASPPA QKA, QPA or CPC Designation Experience with Actuarial Systems Corporation (ASC) Testing/5500 software In addition to the...Work at office
- ...to manage multiple projects simultaneously. ~ Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite. ~ ASPPA, CEBS, QKA, or other designations related to 401(k) plan administration or ERISA compliance are a plus. Foundation Risk PartnersWork at officeRemote work
- ...QUALIFICATIONS: Preference will be given to candidates who have the following: Strong understanding of the 401(k) product and industry. ASPPA QKA, QPA, or CPC credential preferred, but not required. Demonstrated ability to drive results through individual efforts and...
$89.8k - $100k
...management skills Excellent organizational and communication skills Ability to manage multiple deadlines with attention to detail ASPPA or NIPA credentials (QKA, QKC, etc.) a plus but not required Edelman Financial Engines takes a market-based approach to pay. The...Remote job- ...effectively in teams and influence outcomes. ~ Flexibility to travel for client visits and sales presentations as needed. Preferred Qualifications: ~ ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations. Charles Schwab Inc.Full timeContract work