Delivering proactive, consultative client service and strategic account management.
Consulting with clients and financial professionals on investment vehicles and plan design.
Supporting clients in managing their fiduciary responsibilities.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The company has a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Ability to perform A-Z administration and manage a caseload of approximately 80 small combo plans.
Prepare Annual Valuation packages for all assigned plans, including reports, notices, letters, and tax forms.
Maintain a positive relationship with clients, including plan upkeep and advising on technical requirements.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. They offer integrated retirement third party administration, recordkeeping, payroll, and HR solutions and recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work.
Meet with existing and prospective clients to plan their financial future.
Utilize company-provided technology and tools to improve your operation.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
Corebridge Financial provides retirement solutions and insurance products. They are one of the largest providers in the United States and partner with financial professionals and institutions.
Administer full-cycle plan operations for 401(k) and cross-tested retirement plans.
Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).
Communicate with clients on plan administration issues with clarity and professionalism.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. They are recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work.
Perform field work on employee benefit plan audits under US GAAS and ERISA regulations.
Conduct audit tests which assess compliance with plan document and regulatory requirements.
Draft employee benefit plan financial statements in accordance with US GAAP.
Jobgether is using an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Place families, individuals, and business owners in a financial position of advantage
Infinite Wise Solutions is a financial services company that helps middle-income people develop strategies for their families’ long-term financial security. They offer training and mentorship.