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- ...of industry experience in financial services or retirement services environment is preferred. Minimum of 2 years of experience with Relius, ASC, FT William or similar administration recordkeeping system preferred. Basic level knowledge base of ERISA, DOL and IRS...SuggestedWork experience placementLocal area
- ...administration is required Experience working "unbundled" with national daily recordkeeping platforms is required Experience with ASC, Relius, Datair, or FT Williams is required. Experience with Pension Pro is a plus, but not required ESOP/KSOP knowledge is required...Suggested
- ...preferred 3-5 or more years ERISA experience in the retirement industry Experience in analysis of financial data required Experience in Relius software desirable, but not required Strong Word, Excel, and Outlook skills Strong written and oral communication skills Strong...Suggested
$75k - $85k
...TPA environment. Deep understanding of regulatory compliance and testing standards. Knowledge of ERISA regulations. Proficient in Relius Administration software (preferred). Skilled communicator with strong organizational and project management abilities. Detail-oriented...SuggestedWork at officeLocal areaRemote workFlexible hours$110k - $165k
...information to clients and internal personnel In-depth understanding of Employee Benefits trends and issues Preferred: Experience with Relius software 401(k) Dental insurance Disability insurance Employee assistance program Flexible schedule Health insurance Life...SuggestedRemote workWork from homeFlexible hours$100k
...retirement plan administration. Experience at a TPA is required. In-depth knowledge of ERISA, IRS, and DOL regulations. Proficiency with Relius, Datair, Ft Williams, or ASC, and Microsoft Office. Strong analytical, problem-solving, and communication skills. Ability to manage...SuggestedRemote jobWork at office- ...should also possess good written and oral communication skills. **Principal Responsibilities:** Responsible for keeping up to date on Relius system changes along with all Federal, IRS, DOL, and ERISA Rules and Regulations pertaining to qualified retirement plans.Perform...Suggested16 hoursWork experience placementLocal area
$70k
...retirement plan administration experience Have broad knowledge of the retirement plan industry and proposed regulatory changes. Relius Administration software experience preferred but not mandatory. Proficient in Office 365 Demonstrate excellent written and verbal...SuggestedWork at office- ...recordkeeping for ESOP/KSOP retirement plans. The role involves performing compliance testing, completing recordkeeping tasks utilizing Relius software, and communicating with various stakeholders. The ideal candidate will have at least 3 years of experience in Relius...Suggested
- ...retirement plans. Primary responsibilities are to perform ESOP/401k compliance testing, oversee/complete recordkeeping tasks in our Relius software, and communicate with plan sponsors. Responsibilities Responsible for the overall client engagement from start to finish...SuggestedWork at office
- ...Central, Base 2000, Right Now, Director, UBTgo, Business Banking Online, Bill Pay, eQuest, FTNI, Visa Online, Verified by Visa, Centrix, Relius, Launch Compass (Zelle), Okta, Deluxe and ezCard. Evaluate risk based on account review and appropriate discovery with each caller...SuggestedFull timeWork from homeFree visaMonday to FridayShift work
$80k - $153k
...with Form 5500 and related filings (absolute requirement for role) ~ Specific experience with Form 5500 filing software (FT William, Relius, EFast, etc.) ~7+ years working with DB, DC, or Health & Welfare plans ~ Bachelor's Degree or equivalent work experience ~...SuggestedWork experience placementWork at office$100k - $125k
...Providing customer service Communicating effectively, both orally and in writing Operating recordkeeping systems include Relius and Omni Using ftwilliam software to create plan documents and governmental forms (e.g., 5500, 8955-SSA, 1099s, etc.) Ability...SuggestedWork at office$89.8k - $100k
A financial services firm is seeking a Recordkeeping Administrator to oversee retirement plan recordkeeping, using FIS Relius software. Candidates must have at least 5 years of experience in retirement plan administration and proficiency in related regulations. Responsibilities...SuggestedRemote job$89.8k - $100k
.... You will be responsible for the daily recordkeeping, reconciliation, and data management of qualified retirement plans using FIS Relius Administration software. We are looking for someone who is highly experienced in the small plan retirement recordkeeping market....SuggestedRemote job$89.8k - $100k
.... You will be responsible for the daily recordkeeping, reconciliation, and data management of qualified retirement plans using FIS Relius Administration software. We are looking for someone who is highly experienced in the small plan retirement recordkeeping market. If...Remote job- ...Vesting schedules Review and processing loans, distributions and required minimum distributions (RMDs) Working with software including Relius, Pension Pro, Office 365 and Adobe Professional What is expected of you to be considered for this position Strong working knowledge...Work at officeRemote workWork from homeFlexible hours
- ...project teams and function with multiple tasks and deadlines concurrently Handle multiple ongoing projects Knowledge of the Relius recordkeeping system Education/Previous Experience Bachelor's Degree and a minimum of three (3) years of relevant experience...Work at officeLocal areaRemote work3 days per week
- ...Microsoft Excel including the use of 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: $6...Full timeSummer workSelf employmentLocal areaRemote workFlexible hours
- ...ASPPA/NIPA designations a plus. Expertise in ERISA plan laws, regulations, and compliance. Proficiency with Microsoft Office: Relius or FT Williams software preferred Strong analytical, organizational, and problem-solving skills. Excellent communication and...Full timeWork at officeRemote workRelocation package
$60k - $75k
...Microsoft Excel including the use of formulas and overall ability to learn and use different software packages. Experience with Relius Administration software preferred (but not required) Salary Range: $60,000-$75,000 At Sentinel, compensation is calibrated to...Full timeSummer workLocal areaRemote workFlexible hours$70k - $80k
...General knowledge of ERISA rules and requirements, and experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS) Qualified 401(k) Administrator (QKA) or higher ASPPA credential PMP or similar project management certifications...Work at officeLocal areaFlexible hours- ...and defined benefit plan structures and IRS regulations ~ Familiarity with recordkeeping systems and third-party platforms (e.g., Relius, ASC, Datair, or similar) ~ Strong organizational and project management skills ~ Exceptional verbal and written communication...Remote workFlexible hours
