- Henderson Brothers Inc. (Pittsburgh, PA)
- POSITION SNAPSHOT + Title: Retirement Plan Consultant + Department: HB Retirement + Location: Pittsburgh, PA + Responsibilities: service current ... work arrangements, paid holidays POSITION DETAILS Expect your typical day as a Retirement Plan Consultant to be focused on the following initiatives: +… more
- NBT Bank (AZ)
- …consideration. Keeps informed of new developments, policies, and laws concerning qualified retirement Plans in order to proactively advise Plan Sponsors. ... + Voluntary Benefits : Including hospital, accident, and critical illness coverage. + Retirement Plans: Benefit from a 401(k) plan with employer matching, an… more
- HUB International (Austin, TX)
- …most competent professional team. ** Retirement Plan Account Executive** As a Retirement Plan Consultant , you will work with the clients, Investment ... responsibilities / duties as assigned or requested by management **Qualifications for Retirement Plan Investment Consultant Qualifications:** + 3+ years… more
- Wolters Kluwer (Chicago, IL)
- …The job is to assist managed services customers in a back-office capacity with retirement plan administration duties using the ftwilliam.com software as well as ... **RESPONSIBILITIES** ftwilliam.com provides administrative, document and compliance software for retirement plan service providers. This specialist supports with… more
- Lincoln Financial (Milwaukee, WI)
- …**The Role at a Glance** We are excited to bring on a ** Retirement Consultant ** within our Retirement Plan Services (RPS) division to join the Central ... retirement planning, education, and world class service to complex retirement plan sponsors and participants. This includes growing plan participation,… more
- Charles Schwab (Westlake, TX)
- …expansion strategy and grow our client base. The **Senior Manager, Participant Experience Consultant ** will have retirement plan industry experience and a ... deep understanding of the Schwab Retirement Plan Services (SRPS) participant experience and...consulting skills to interact with different levels within the prospect/ consultant organization + Capacity to work independently with minimal… more
- HUB International (Boston, MA)
- …their own unique, regional culture. We currently have an opportunity for a ** Retirement Plan Consultant .** **Overview:** Responsible for meeting regularly ... the team to deliver superior service to clients. The Consultant is further tasked with understanding and responding to.../401K industry. + Proficiency in Microsoft Office Suite. + Retirement plan record keeping and administration experience.… more
- Aegon Asset Management (Denver, CO)
- …For more information, visit transamerica.com . Job Description Summary Generate qualified retirement plan sales and maintain small and mid-market customer ... to the plan sponsor, advisor, and TPA community. + Develop Retirement plan pricing, with responsibility for investment research, fund mapping, service… more
- Eastern Bank (Boston, MA)
- …+ Prepare and deliver quarterly presentations during retirement committee meetings. + Input Retirement Plan Data into the Retirement Plan Advisory ... with our record keeping partners and assist with managing our client's retirement plan programs. This will include but not limited to, ensuring our clients… more
- Aegon Asset Management (IN)
- …connections, as necessary, to the Transamerica Advice Center for consolidation through the retirement plan and IRA options. + Explain and ensure participants ... within six months. + Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification (eg CFP,… more
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