Manage an assigned book of retirement 401(k) plans to ensure client satisfaction, retention, and profitability.
Serve as escalation point for service issues, consulting on plan design and compliance with ERISA.
Train clients on systems and resources, and cross-sell products to deepen relationships.
Transamerica is a financial services company offering insurance, retirement, and investment solutions to help people achieve financial freedom. They employ nearly 7,000 people as part of the international Aegon group, fostering a collaborative and inclusive culture.
Lead and coach a team of retirement plan administrators to ensure high-quality work and compliance deadlines.
Oversee all aspects of qualified retirement plan administration and annual compliance for assigned plans.
Serve as the primary escalation point for complex administrative and client service issues.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. Recognized as one of Inc. 5000's fastest growing and certified as a Great Place to Work, it has a coast-to-coast network of 19 firms.
Lead, mentor, and develop a team responsible for delivering 3(16) fiduciary services to retirement plan clients.
Ensure exceptional client service by overseeing relationships, resolving escalated issues, and maintaining high service standards.
Drive operational efficiency by identifying opportunities to improve workflows, service delivery, and client satisfaction.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, it offers a coast-to-coast network of 19 leading firms.
Manage full-cycle administration and compliance for a portfolio of 65-75 qualified retirement plans.
Perform annual nondiscrimination testing and coordinate valuations with actuarial teams.
Serve as a trusted advisor, handling plan design, participant transactions, and regulatory filings.
PFS specializes in retirement plan consulting and administration services for organizations. They foster a remote-friendly, collaborative culture with a focus on compliance and client success.
Perform annual retirement plan administration and compliance services for qualified plans, including valuations and testing like ADP/ACP, 415, 414, coverage, and Top Heavy.
Review compliance work for technical accuracy, identify issues, recommend corrections, and analyze participant data and plan assets.
Prepare Form 5500 filings, interpret plan documents, and stay current on IRS, DOL, and ERISA regulations.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses, specializing in retirement plan administration, recordkeeping, payroll, and HR solutions. Recognized as an Inc. 5000 Fastest Growing Private Company and Great Place to Work, it operates a coast-to-coast network of 19 leading firms, fostering a culture of passion, innovation, and expertise.
Build trusted relationships with retirement plan members through proactive outreach and personalized guidance.
Translate complex financial concepts into clear advice that helps clients make informed decisions.
Maintain strong knowledge of products, industry trends, and compliance standards to deliver exceptional client experiences.
Our partner helps individuals make confident financial decisions through personalized retirement conversations. They offer a collaborative, client-focused environment with flexible work options and comprehensive training.
Serve as the primary point of contact for a high-volume portfolio of small group employer clients, managing day-to-day service needs via phone and email.
Build and maintain strong client and carrier relationships through proactive outreach and virtual meetings, handling high-level service issues with professionalism.
Support renewal processes, identify cross-sell opportunities, and maintain accurate client records in the CRM system.
CRC Benefits is an industry leading provider of benefits services. The company has earned a Top Workplaces USA award three years in a row, with a culture based on inclusion, trust, collaboration, and innovation.
Drive investment management services for Wealth Advisors by consulting on portfolio strategy and ensuring accurate implementation.
Serve as main point of contact for newly acquired firms assimilating to the investment platform and models.
Support organic growth by developing investment deliverables for prospective clients and collaborating across teams.
Mercer Advisors helps families simplify their financial lives through integrated planning, investment, tax, and estate services. It serves over 42,800 families across the U.S., is ranked #1 RIA by Barron's, and emphasizes a diverse, flexible workplace.
Develops and maintains trusted advisor relationships with existing customers and stakeholders to enhance retention.
Supports complex, high-profile accounts, collaborating with internal teams and external partners for best-in-class service.
Analyzes client requirements, drives issue resolution, and facilitates benefit changes with operational ownership.
Navitus is a pharmacy benefit manager (PBM) alternative dedicated to removing cost from the drug supply chain to make medications more affordable. The company is committed to diversity, creativity, and growth, fostering a team-oriented culture.
Lead compliance functions for self-funded health plans, ensuring regulatory adherence across plan administration, filings, and vendor relationships.
Manage regulatory filings including SPDs, Form 5500, and PCORI fees, and act as primary compliance liaison with TPAs, PBMs, and carriers.
Develop and maintain internal compliance policies, provide training, and serve as HIPAA Privacy and Security Officer.
Vitable is a health benefits platform designed for every worker, making it easy for employers to offer high-quality healthcare to their teams. They are a small, passionate team moving fast and solving a problem that genuinely deserves solving.
Manage onboarding activities for new retirement plan clients, ensuring key milestones and deadlines are met.
Review and map prior plan documents to ensure plan provisions are accurately reflected in the new plan.
Explain plan provisions and requirements clearly to clients and partners, helping them understand available options and next steps.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. It is recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, with a coast-to-coast network of 19 firms.
Lead multiple professional teams in fiduciary administration services, ensuring high-quality service and operational excellence.
Manage team performance, develop future leaders, and drive progress toward organizational goals through strategic planning.
Oversee regulatory compliance, process improvement, and client retention initiatives while staying informed on industry trends.
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