Retirement Plan Manager
Benefits
Unlimited PTO
Similar Jobs
See allRelationship Manager
Transamerica
US
Relationship Management
ERISA
Communication
Team Lead, Administration Services
Strongpoint Partners
US
Retirement Plan Administration
Team Leadership
Microsoft Excel
Manager of 3(16) Department
Strongpoint Partners
US
Leadership
Retirement Plan Administration
Client Relationship Management
Sr. Retirement Plan Consultant
PFS
US
Retirement Plan Administration
Client Relationship Management
Analytical Skills
Retirement Plan Compliance Administrator
Strongpoint Partners
United States
Data Analysis
Key Responsibilities:
- Lead day-to-day administration and service delivery for retirement plans.
- Serve as primary point of contact for retirement plan and wealth clients.
- Coordinate client meetings, reviews, and maintain accurate records.
Qualifications:
- 5+ years in retirement plan management or related field.
- Active Nebraska Life & Health Insurance License.
- Series 6, 7, 63, 65, or 66 licenses.
Benefits:
- Multiple medical plan options with preventive care covered at 100%.
- Free virtual medical and mental healthcare for employees and families.
- Paid parental leave and personalized PTO.
The Olson Group
The Olson Group is an employee benefits consulting firm specializing in retirement planning and group insurance plans. Since 2003, they have maintained a 90% client retention rate, emphasizing outstanding customer service.