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- ...lookups). Excellent communication, organizational, and critical thinking skills. Preferred Certifications but not required: CEBS, C(k)P, ASPPA. Benefits Competitive salary Flexible work schedules to support work-life balance Comprehensive group insurance including medical,...SuggestedWork at officeFlexible hours2 days per week1 day per week
- ...systems and procedures and propose process improvements to enhance efficiency, accuracy, and compliance. Qualifications Completion of ASPPA Retirement Plan Fundamentals (RPF) certificate (may be obtained within first year of employment). Strong attention to detail and...SuggestedWork at officeLocal area
- ...with Workfront or similar project‑management platforms Retirement, Banking, Financial Services, or Investment industry knowledge ASPPA certification Writers must translate financial concepts into clear, accessible language for a general audience, with a strong focus...SuggestedContract workShift work
$80k - $90k
...eligibility, contributions, vesting, and compliance requirements Familiarity with payroll processes as they relate to 401(k) contributions ASPPA credentials preferred (or willingness to obtain) Experience with pooled plan arrangements (MEPs/PEPs), strongly preferred...SuggestedRemote work$80k - $120k
...experience in nondiscrimination testing 5+ years of supervisory experience Credentials with a nationally recognized organization (ASPPA or NIPA) Strong knowledge of ERISA and Internal Revenue Code and Regulations Strong research and analytical skills Excellent written...SuggestedWork from home$65k - $85k
...relationships with colleagues, clients, and external partners. Experience with Relius Administration software preferred. Progress toward the ASPPA Qualified 401(k) Administrator (QKA) designation, or interest in pursuing the credential, is preferred. Compensation Salary Range:...SuggestedSummer workSelf employmentLocal areaRemote workFlexible hours- ...its equivalent in education and experience PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following: ASPPA QKA PREFERRED Experience in a client service environment required. ADP payroll and 401(k) experience is preferred. Demonstrates...SuggestedWork at office
$60k - $70k
...within a financial or professional services environment. Series 65 license or ability to obtain license within 3 months of hire. ASPPA Qualified 401(k) Administrator designation able to be obtained. Knowledge of general investment and finance principles/strategies...SuggestedWork at officeLocal areaShift workNight shiftWeekend work$17.5 per hour
...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 to...SuggestedLocal areaMonday to Friday$17.5 per hour
...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 to...SuggestedLocal areaMonday to Friday- ...of our organizational culture. 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 office
$64.37k - $94.39k
...Education and Experience Associate's degree and five (5) years of related experience or equivalent combination of education and experience ASPPA QKA designation, or equivalent required Skills and Abilities Demonstrated leadership aptitude. Ability to read and interpret...SuggestedFull timeTemporary workPart timeWork at officeWork visaFlexible hours$72k - $118k
...degree or 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 management...SuggestedWork experience placementRemote work1 day per week$77.9k - $153k
...5 years of experience in ERISA retirement plan sales, consulting, or advisory roles. FINRA Series 65 (or 66) licenses preferred; ASPPA or other retirement plan designations a plus. Proven track record of meeting or exceeding sales goals in a competitive environment...Suggested- ...a discreet manner. - Required Attainment of, or significant progress towards, the Certified Employee Benefits Specialist (CEBS) or ASPPA QPA or QKA designation - Preferred Work Setting/Position Demands: Works in an office setting and remains in a stationary position for...SuggestedWork at office
- ...experience in Retirement Plan administration Advanced knowledge/understanding of ERISA, defined contribution plans Ability to obtain ASPPA's Retirement Plan Fundamental certificate (RPF-1 & RPF-2 exams) within 6 months of employment if not already certified Intermediate/...Ongoing contractContract workWork at office
$70k - $80k
...compliance, and ADP/ACP/Top Heavy Testing. Computer Skills Proficient in Microsoft Word, PowerPoint, and Excel. Certifications/Licenses ASPPA, ERPA, or other Retirement Plan licensures are a plus, but not required. Equal Opportunity Employer Statement G&A Partners as an...Full timeLocal areaRemote work- ...benefit plans. Become proficient in the software applications and systems utilized in the role. Study for and successfully complete the ASPPA (American Society of Pension Professionals & Actuaries) Retirement Plan Fundamentals course, as applicable. Provide support and...
- ...complex document interpretation questions. Technically savvy and open to learning new tools and technologies. Professional designations (e.g., ASPPA, NIPA) are a plus. Patience—and a sense of humor—are essential members of the ASC support team! #J-18808-Ljbffr ASC NetWork at officeRemote workHome officeFlexible hours
$50k - $60k
...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, communication...Live inWork at officeImmediate startFlexible hours$70k - $80k
...business related field, or equivalent experience. Minimum five years’ experience in defined contribution plan administration. Applicable ASPPA designations or similar certifications preferred. Ability to prioritize tasks for the team and meet deadlines in a fast-paced...Live inWork at officeFlexible 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
Community Financial System, Inc.
Utica, NY5 days ago - ...• Excellent written and verbal communication skills • Excellent organizational skills and a high level of critical thinking • ASPPA credentials preferred • Datair Pension system experience a plus • Bachelor’s degree in business, accounting, or communication preferred...
Pension Associates Inc
Stamford, CT24 days ago - ...administration experience. ~ Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing. ~ ASPPA and/or NIPA credentials preferred. ~ Experience with Relius ASP software strongly preferred. ~ Excellent verbal, written, analytical...Local areaRemote workFlexible hours
- ...field preferred · Excellent time management skills and the ability to work under pressure in a busy environment · ASPPA, NIPA or ERPA designations highly desirable Compensation and benefits package is competitive and will be reflective of candidate...Work at office
$19 - $25 per hour
...: Permanent — Full-time FLSA Status: Non-Exempt Licensing & Registration Requirements: None required at hire; progress toward ASPPA credentials or applicable financial licenses (Series 65, 63, or 7) is preferred and may be pursued with firm support. Compensation...Hourly payPermanent employmentFull timeTemporary workWork at officeLocal area$60k - $70k
...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.). P ay Transparency...Work at officeLocal areaRemote workFlexible hours$50k - $75k
...Experience using CalcAir (Datair) software. Bachelor's degree in Mathematics, Accounting, Finance, or a related analytical field. ASPPA credential (QKA or other designation) or progress toward certification. Experience working in a TPA or retirement plan consulting...Local areaRemote workFlexible hours$40k - $50k
...Experience using CalcAir (Datair) or similar retirement plan administration software. ~ Progress toward or interest in pursuing an ASPPA designation (QKA or other credential). ~ Experience working in a TPA or retirement plan consulting environment. P ay...Work at officeLocal areaRemote workFlexible hours$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
