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$50k - $85k
...equivalent experience. Minimum of two years’ experience in defined contribution plan customer service/client relationship experience. ASPPA Retirement Plan Fundamentals course must be taken and passed within 12 months of hire date. Excellent organizational,...SuggestedFull timeLive inWork at officeImmediate startFlexible hoursAlerus
United States1 day ago- ...ERISA and Department of Labor laws and regulations highly preferred for this roleMBA, JD, or advanced degreeIndustry designations (ASPPA, NIPA) preferredPrior experience with public speaking engagements highly preferred for this roleAbility to communicate effectively to...Suggested
$150k - $170k
...M&A due diligence and integration experience strongly preferred. Brokerage, consulting, or actuarial experience preferred; CEBS, ASPPA, actuarial credentials, or another relevant professional certification preferred. Advanced Microsoft Excel skills, including complex...SuggestedContract workWork at officeFlexible hours2 days per weekBertelsmann Corporate
New York, NY2 days ago$48k
...to quickly learn new systems, including CRMs and recordkeeping platforms Have successfully completed or working to complete the ASPPA RPF modules Salary Range: $48,000 At Sentinel, compensation is calibrated to your geographic location to reflect local market conditions...SuggestedSummer workWork at officeLocal areaImmediate startRemote workFlexible hours2 days per week1 day per week- ...the work of others for accuracy and complianceFamiliarity with FT William software used for 5500 and complianceProficiency with retirement plan administration systems and Microsoft ExcelQKA, QPA ASPPA credentials, or progress toward certificationPosting Date: 2026-06-21Suggested
$40k - $60k
...direct client experience required, Retirement Services industry experience 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- ...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...SuggestedTemporary workCasual workWork at officeLocal areaHome office
- ...4 year Bachelors Degree or the equivalent combination of education and relevant experience Professional certification preferred. ASPPA (QKA, QPA), CEBS or NIPA (APA) (APR) preferred. Physical Requirements: Sitting: Constant Standing, Bending, Twisting: Occasional...Suggested
- ...provide sales support and assist in implementing services. 4+ years of Defined Contribution nondiscrimination testing experience required ASPPA credentials - QKA, QPA preferred The Skills You Bring In-depth nondiscrimination testing experience Collaborate with Plan Sponsors...SuggestedFull time
$65.65k - $96.28k
...Education and Experience: 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...SuggestedFull timeTemporary workPart timeWork visaFlexible hours$45k
...Outlook). Sharp attention to detail, strong multitasking and prioritizing skills, and a head for numbers. Willingness to complete ASPPA's Retirement Plan Fundamentals and NIPA Loan Administrator Courses. Benefits Why You'll Want to Stay Real work on real...SuggestedFull timeSummer workLive inLocal areaRelocation- ...a discreet manner. - Required Attainment of, or significant progress towards, the Certified Employee Benefits Specialist (CEBS) or ASPPA QPA or QKA designation - PreferredWork Setting/Position Demands:Works in an office setting and remains in a stationary position for...SuggestedWork at office
$21.44 - $32.21 per hour
...knowledge is desired ~ Strong verbal and written communication skills ~ Successful completion of educational courses, such as CEBS or ASPPA, are beneficial ~ Computer skills, math aptitude, and ability to communicate and provide exceptional service to our customers...SuggestedWork experience placementWork at officeImmediate startWork from homeMonday to Friday- ...stringent deadlines. ~ Project Leadership Preferred Qualifications: Bachelor's degree in Accounting, Math, or Finance. ASPPA QKA, QPA or CPC Designation Experience with ASC testing software and FT Williams Form 5500 system. In addition to the salary range...SuggestedWork at office
$25 - $29 per hour
...peers and manage multiple priorities in a fast-paced environment. Preferred Qualifications: College degree in a related field. ASPPA certifications. Progress toward financial licensure (e.g., Series 65). Experience serving nonprofit, ministry, or faith-driven...SuggestedHourly payTemporary workWork at officeLocal area$100k - $125k
...Annual or periodic due diligence reporting and review with clients. Frequent client visitation. Must attain and maintain an ASPPA CPC designation. Qualifications Bachelor's Degree or equivalent experience. Five years of relevant work experience. ASPPA...Work experience placementInternshipWork at officeLocal areaFlexible hours$500 per month
...discussions Experience supporting large-scale retirement plan relationships involving multiple employers or adopting employers ASPPA credentials (QKA, QPA, CPC, TGPC, etc.) preferred Working Conditions ~ Hybrid *Please note that the compensation...Remote workWork visa- ...training OR an equivalent combination of education and experience.Recommended Certifications -Securities RegistrationQualified 401(k) ASPPA AdministratorSkills - You should possess well-developed abilities and a proven track record in the following areas:Retirement Plan...Full timeLocal areaRemote workRelocationFlexible hours
$55k - $102k
...distribution model) experience preferred. Knowledge: Learning basic knowledge of retirement plans; begins pursuing and completes ASPPA RPF 1/2 courses. Skills/Competencies: Basic computer skills (Excel, Word); aptitude to learn new systems; written and verbal communication...Full timeTemporary workPart timeCasual workWork at officeRemote work$55k - $65k
...Provide training, guidance, and resources on retirement plan products and services to internal teams. Desired Skills and Experience ASPPA credentials preferred. Bachelors degree or equivalent combination of education, training, and experience. Advanced knowledge of...Remote workHome office- ...processes impacting the client base and ERISA related regulations. ~ Defined Benefit plan experience and designations/certifications (ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations) are a plus. ~ Excellent written and oral...Full timeWork at office
- ...Certification/Designation: FINRA Series 6 or 7, Series 63, State Life / Annuity Insurance Agent licenses required. CLU, ChFC, FLMI, CFP, ASPPA, CLTC designations preferred. Associates must acquire the required Federal and/or state licenses/registrations within the time...Long term contractFull timeTemporary workPart timeCasual workWork at officeWork from homeHome officeNight shift
- ...preferred. Multiple Employer Plan (MEP or Pooled Employer Plan (PEP) experience a plus. Retirement-related credentials a plus (QKA, RPA, ASPPA, CEBS). Professional Employer Organization (PEO) experience a plus. REMOVE IF NOT APPLICABLE: Proficiency with Microsoft Office...Contract workTemporary workWork at officeRelocation packageFlexible hours
$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 Relevant record-keeper experience This role will be based in Vestwell's King of Prussia office, and will be...Work at officeLocal area- ...regulations applicable to this position Become proficient with software applications utilized in the position Study for and pass ASPPA (American Society of Pension Professionals and Actuaries) Retirement Plan Fundamentals Course, as applicable Provide assistance...
- ...years of retirement plan experience ~ Group retirement plan (MEP/PEP) experience a plus ~ Retirement related credentials a plus (ASPPA, CEBS, etc.) ~ Prism HRIS software experience a plus ~ High School Diploma ~2+ years of PEO, ASO, HCM, multistate experience...Contract workTemporary workWork at officeRelocation packageFlexible hours
- ...combination of a Series 63 and Series 65 • Current holder of, or willingness to pursue, industry designations such as CPFA, AIF, or other ASPPA designations • Candidates from adjacent disciplines will be considered where the business development track record is clear...Temporary workWork experience placementSummer workLocal areaFlexible hours
- ...distributions/loans, dividend posting, trust accounting) Nightly Trading Ensure timely processing of transactions Completion of ASPPA’s Retirement Plan Fundamentals courses (RPR) Assist with various operational projects as deemed necessary by supervisor/manager...Work at officeNight shift
$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 Relevant record-keeper experience This role will be based in Vestwell's King of Prussia office, and will be...Work at officeLocal area$60k - $80k
...-free work environment, a professional workspace, and reliable high-speed internet connection. Preferred QKA, QKC, or other ASPPA credentials (or progress toward certification) Experience with FT William document software Experience working with various recordkeeping...Remote work
