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- ...QUALIFICATIONS:/pulliPreference will be given to candidates who have the following:/liliStrong understanding of the 401(k) product and industry. ASPPA QKA, QPA, or CPC credential preferred, but not required./liliDemonstrated ability to drive results through individual efforts and...Suggested
$57.1k - $97.5k
...Work closely with other Industry Solutions Consultants to develop consistent testing policies and procedures Qualifications: ~ ASPPA Credential, Qualified 401(k) Administrator (QKA); (2) Qualified 401(k) Consultant (QKC); and/or (3) Qualified Plan Administrator (QPA...SuggestedWork at officeLocal area$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...SuggestedMinimum wageLocal areaRemote workNight shift- ...Ability to interpret client and participant needs Exceptional organizational and analytical skills Retirement industry knowledge/ASPPA designation Familiarity with IRS Form 1099-R/Banking logistics College degree or equivalent work experience In addition to...SuggestedWork experience placementWork at office
$63.18k - $101.09k
...informed of the company's products and services, policies and procedures and applicable regulations and legal requirements. You hold ASPPA Retirement Plan Fundamentals (RPF) Certificate and have 401(k), 401(b) Retirement Plan Knowledge. Industry Credentials such as QKA,...SuggestedFull timeTemporary workLocal areaFlexible hoursCapital Group
Indianapolis, IN2 days ago$65k - $75k
...with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS) Qualified 401(k) Administrator (QKA) or higher ASPPA credentials This role will be based in Vestwell’s King of Prussia office, and will be expected to report to the office in a hybrid...SuggestedWork at office$80k - $90k
...more compliance/recordkeeping systems (e.g., SunGard Relius, ASC, FIS) - preferred. Qualified 401(k) Administrator (QKA) or higher ASPPA credential - preferred. PMP or similar project management certifications - preferred. Key Responsibilities Act as primary internal...SuggestedFull timeWork at officeLocal areaFlexible hours- ...by attending continuing education classes. Experience, Skills, Knowledge Requirements Technical Expertise Designations/Exams ASPPA QKA preferred Degrees - Bachelor's degree in business, finance, accounting, or a related field. Industry Experience - 3 years...SuggestedWork at office
$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- ...special projects as assigned. Minimum Requirements Bachelors Degree required Advanced degree or industry specific certification (ASPPA, CEBS, etc.) strongly preferred 3-5 years supervisor/managerial industry experience 7-10 years overall industry experience Proficiency...SuggestedWork at officeLocal area
$55k - $75k
...Bachelor degree in Mathematics, Actuarial Science, Accounting, or Finance preferred Progress on actuarial exams a plus but not required ASPPA designation required or obtained within 12 months of employment What We Offer We’re proud to offer a competitive salary, PTO & paid...SuggestedFull timeImmediate start- ...implementation.* Maintain client list and ensure all regulatory compliance tasks are met.**Qualifications*** Bachelor's degree required; ASPPA designation preferred.* 5+ years of experience in ERISA compliance, retirement plan administration, or employee benefits law.* In-...SuggestedWork at officeLocal area
$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- ...8 hours per day (includes looking at a monitor, and typing using a keyboard and mouse). EDUCATION/TRAINING NEEDED B.A. or B.S. degree preferred ASPPA designation or actuarial exams preferred We are proud to be an equal opportunity employer. #J-18808-Ljbffr AscensusSuggestedWork at officeLocal areaFlexible hours
$75k - $85k
...project management abilities. Detail-oriented with solid math/accounting skills. Able to thrive in a fast-paced, remote work environment. ASPPA credentials (or in progress) strongly preferred. Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.). Pay Transparency...SuggestedWork at officeLocal areaRemote workFlexible hours- ...reporting 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...Work experience placementWork at officeLocal areaImmediate startRemote workRelocation
- ...improvements to increase efficiencies and quality of work teams generate**Skills and Qualifications*** Current CPC, QPA, QKC or QKA ASPPA designation* 10+ years related experience in the retirement industry* Leadership and management capabilities that drives results* Strong...Work at officeLocal areaImmediate startRemote work
$69k - $124.6k
...7(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...Work experience placementWork at officeRemote workWork from homeRelocation package- ...client 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...Work experience placementSecond jobWork at office
$70k - $100k
...administration experience Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing NIPA credential, ASPPA credential, or a 4 year college degree Excellent written and verbal communication skills Excellent time management, organizational...Full timeWork experience placementLocal areaRemote workWork from homeHome office$90k
...accountability. Job Requirements Bachelor’s degree or relevant experience in retirement plans. Previous experience with a TPA is preferred. ASPPA or NIPA designations are a plus but not required. In-depth knowledge of retirement plan administration, compliance, and enhancements...Work at officeRemote work$110k - $165k
...Experience with compliance testing (including ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing) ~ ASPPA, CEBS, or NIPA certification(s) ~ Ability to understand and articulate plan document language ~ Ability to articulate complex...Full timeRemote workWork from homeFlexible hours$55k - $75k
...benefit plans. The ideal candidate will possess strong analytical and communication skills, with a preference for those holding an ASPPA designation and relevant degree. Offered salary ranges from $55,000 to $75,000 and includes health and wellness benefits, PTO, and 4...Full time$110k - $205k
...or assistance is not offered for this specific job opportunity. The Requirements Undergraduate degree required; Certification (ASPPA, CEBS) or other designations for practical experience is a plus but not required 15+ years of proven experience and demonstrated...Temporary workLocal areaRemote workWorldwideVisa sponsorshipWork visaFlexible hours$80k - $90k
...document drafting systems (e.g., FT William, Datair, ASC, Sungard Relius). Qualified 401(k) Administrator (QKA) or higher credential from ASPPA. Location & Working Arrangement This role will be based in Vestwell’s NYC, Austin, King of Prussia, or Phoenix office and will be...Contract workWork at officeRemote work- ...formulas and overall ability to learn and use different software packages. Experience with Relius Administration software preferred ASPPA Qualified 401(k) Administrator (QKA) or higher credential preferred Salary Range: $65.000 - $85,000 depending on experience...Full timeSummer workSelf employmentLocal areaRemote workFlexible hours
$69.77k - $93.04k
...assigned. Qualifications Associates degree and 5+ years related experience or an equivalent combination of education and experience. ASPPA Qualified 401(k) Administrator (QKA) designation required. Skills and Abilities Ability to read and interpret documents such as...Full timeTemporary workWork visaFlexible hours$74k - $95k
...Top Heavy, and 401(a)(4) non-discrimination testing Familiarity with MEP service models and providers is a plus NIPA credential, ASPPA credential, or a 4-year college degree Excellent written and verbal communication skills Excellent time management, organizational...Remote workWork from homeHome office- ...Certification/Designation FINRA Series 6 or 7, Series 63, and State Life/Annuity Insurance Agent licenses required. CLU, ChFC, FLMI, CFP, ASPPA designations preferred. Experience 3 or more years sales experience in the insurance or financial services industry. Proven track...Temporary workCasual workWork at officeLocal areaHome office
- ...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. What’s in it for you At Schwab, we’re committed to...Full time
