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Sentry
Columbus, OH, United States
We focus on the future and want to help you do the same. Sentry is seeking an experienced Retirement Plan Consultant Manager to join our team. As a Retirement Plan Consultant Manager, you will manage and develop a team of Retirement Plan Education Specialists responsible for the education and enrollment of Sentry's retirement plan customers. In coo
Job Source: SentryLincoln Financial Group
Columbus, OH, United States
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana); Hartford, CT (Connecticut) Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Relocation assistance: is not available for this opportunity. Requisition #: 73261 The Role at a Glance We are excited to bring on an Accoun
Job Source: Lincoln Financial GroupAon Hewitt
Columbus, OH, United States
Retirement Actuarial Consultant Location: Columbus, OH Aon is in the business of better decisions: At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succee
Job Source: Aon HewittAscensus
Columbus, OH, United States
**Position Purpose:** This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriat
Job Source: AscensusSB Financial Group Inc.
Dublin, OH, United States
Job Description Job Description Education B.S. or B.A. degree in Finance, Business Administration, or related field of study normally required and specialty training in defined contribution plans. Experience A minimum of seven (7) years' experience in related positions normally required. Preferred Skills Proficient reading, writing, grammar, a
Job Source: SB Financial Group Inc.AON
Columbus
Retirement Actuarial Consultant Location: Columbus, OH Aon is in the business of better decisions: At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succee
Job Source: AONOracle
Columbus, OH, United States
Job Description An experienced consulting professional who has an understanding of solutions, industry best practices, multiple business processes or technology designs within a product/technology family. Operates independently to provide quality work products to an engagement. Performs varied and complex duties and tasks that need independent jud
Job Source: OracleWolters Kluwer
Columbus
**Permanent Remote position. Candidate can be located anywhere in the U.S.** **Wolters Kluwer FCC** division is looking for a **Specialized Regulatory Consultant** to work within our CRA and Fair Lending Advisory Services Group. **The Advisory Services Group** offers consulting services to banks and financial institutions of all sizes to provide th
Job Source: Wolters KluwerColumbus
**LOCATION:** Remote U.S. locations
**OVERVIEW**
This position assists the efforts of the managed services team in providing compliance administration services for defined contribution plans (401k, 403b, Money Purchase, etc). The position will be tasked with all aspects of plan administration from validating census data, compliance testing, trust accounting, asset reconciliation, through the completion of the Form 5500 while communicating with the customer throughout the process. Additional responsibilities include working with other members of the ftwilliam.com team on various tasks within the software.
The position requires an independent self-starter with strong attention to detail and the ability to work collaboratively in a team environment. ftwilliam.com compliance module experience is highly preferred.
**DUTIES & RESPONSIBILITIES**
This position entails the following:
+ Census data validation and annual questionnaire review
+ Review and track plan document provisions, restatements and amendments
+ Perform annual data scrub, testing, and track participant balance using the ftwilliam.com compliance module
+ Perform Trust Accounting
+ Calculate Employer contributions accurately and timely
+ Create and complete Form 5500 and other applicable forms and schedules
+ Create valuation packages for customer review
+ Assist with training of junior staff members
+ Provide prompt and professional customer responses
+ Identify RMD eligible participants
+ Meet regularly with the managed services team to solve problems and improve processes
**QUALIFICATIONS**
**Education:** Bachelor’s Degree; or equivalent experience
**Experience:**
+ 3+ years experience with retirement plan administration
+ Knowledge of regulations and legislation affecting plan documents
+ Proven ability to communicate complex concepts to internal staff and clients
+ Prior experience managing a case load is preferred
**Other Knowledge, Skills, Abilities or Certifications:**
+ ASPPA or NIPA credentials preferred
+ Ability to communicate technical concepts to technical and non-technical audiences
+ Demonstrates good oral and written communication skills
+ Ability to perform work independently with minimal supervision and to exercise sound, independent judgment, and discretion
+ Proficiency in MS Office products such as Excel, Word, Outlook, and other typical business software applications
+ ftwilliam.com software experience preferred
+ Ability to manage multiple concurrent projects
+ Analytical and problem-solving skills
+ Demonstrated aptitude for learning new technologies and processes
**TRAVEL** : minimal
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Email Alert for Specialized Consultant - (Retirement Plan Administrator)_ jobs in Columbus
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