The Regional Vice President will drive sales of retirement plan administration and consulting services by cultivating relationships with financial advisors and intermediaries. They will position the company's solutions as a trusted resource while collaborating with internal teams to manage the sales process within the Pacific Northwest territory.
The Regional Vice President will drive sales of retirement plan administration and consulting services by cultivating relationships with financial advisors and intermediaries. They will act as a trusted resource for plan design and industry insights while collaborating with internal teams to manage the sales process.
The Regional Vice President will cultivate sales opportunities for retirement plan administration and consulting services within the New England region. They will build relationships with financial intermediaries and serve as a trusted resource for plan design and industry insights.
The Compliance Analyst supports retirement plan compliance by assisting with audits, regulatory filings, and plan document reviews. They ensure plans are administered in accordance with IRS, Department of Labor, and ERISA requirements while providing technical support to internal teams.
Manage all aspects of retirement plan administration for an assigned block of plans, including calculating contributions and performing annual compliance testing. Consult with plan sponsors and advisors while completing necessary regulatory forms such as Form 5500.
The Senior ESOP Administration Consultant will primarily manage a caseload of complex ESOP client engagements, handling all aspects of plan administration including compliance testing, allocations, distributions, and recordkeeping. This role also involves preparing and reviewing government filings, serving as the main client contact, and providing technical support and mentorship to junior staff.
