Interpret and apply ERISA, IRS, and DOL regulations to retirement plans.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement TPA, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, the company has a coast-to-coast network of 19 leading firms and prioritizes accuracy and compliance.
Prepare, review, and submit annual Form 5500 filings and related schedules while ensuring compliance.
Conduct annual nondiscrimination testing including ADP/ACP, top-heavy, and coverage tests.
Interpret and apply ERISA, IRS, and DOL regulations to support retirement plan administration decisions.
The partner company specializes in retirement plan compliance and administration services. It fosters a collaborative, remote culture with a focus on employee growth and work-life balance.
Analyze and draft retirement plan documents to ensure compliance and alignment with client objectives.
Manage document lifecycles for qualified plans, working closely with teams to interpret sophisticated plan documents and code provisions.
Support client success through exceptional communication, timely solutions, and keen attention to detail.
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. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, the company offers a coast-to-coast network of 19 leading firms.
Administer and manage Marmon's Canadian retirement plans (RRSP and RPP) as the Center of Excellence support for the Total Rewards team.
Serve as the key contact for day-to-day plan operations, partnering with business, finance, payroll, and HR teams.
Lead compliance requirements including annual audit, year-end filings, and governance committee meetings.
Marmon is a global industrial organization backed by Berkshire Hathaway, comprising 120+ companies with 30,000 employees and $12 billion in annual revenue. The company fosters a culture of independence and entrepreneurial spirit, committed to making a positive impact on the world.
Oversee day-to-day administration of qualified and non-qualified retirement plans, including contribution reconciliation and distribution processing.
Ensure compliance with company policies, federal legislation, and manage annual audits, non-discrimination testing, and Form 5500 filings.
Lead a team of three, manage vendor relationships, and provide retirement counseling to employees and retirees.
Hackensack Meridian Health is a healthcare network dedicated to transforming healthcare and serving as a leader of positive change. With a culture rooted in connection and collaboration, our team members are supported through competitive benefits and a community-focused environment.
Build and maintain retirement income plans using IncomeLab, including tax-efficient withdrawal roadmaps and Roth conversion analysis.
Prepare advisor-facing briefs that translate complex technical output into clear recommendations, risks, and contingencies.
Support planning meetings by reviewing transcripts, catching data gaps, and improving checklists and SOPs.
Peak Financial Planning is a financial planning firm that specializes in retirement income planning, offering deep technical expertise rather than pushing advisors into sales. The firm has 70,000+ YouTube subscribers and generates 100 qualified prospect consultations a month through educational content, with a small team focused on high-quality, complex planning work.
Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
Explain and ensure customers understand product options for routine inquiries and make recommendations.
Work with relationship managers and fulfillment analysts to initiate product requests.
Transamerica is a financial services company that provides insurance, retirement, and investment solutions to help people create financial freedom. With nearly 7,000 employees and as part of Aegon, they foster a collaborative, diverse, and inclusive culture focused on work-life balance and personal growth.
Sells 401(k) Retirement Plan Services full-service recordkeeping to small and mid-market clients with a focus on the most complex opportunities.
Develops sales pipeline through conferences, networking, and building consultant and sponsor relationships, managing all aspects of the sales cycle.
Provides strategic guidance and negotiates final terms, while staying current on industry trends and building effective internal relationships.
T. Rowe Price is a premier global asset management organization with over 85 years of experience, offering investment solutions and a broad range of equity, fixed income, and multi-asset capabilities. With over 2 million plan participants and $1.4 trillion in assets under management, the firm fosters a collaborative culture that respects differences and supports associates with resources and flexibility.
Deliver one-on-one virtual consultations and education sessions for retirement plan participants via phone and digital platforms
Design and implement education initiatives to improve participant engagement, retirement preparedness, and plan utilization
Lead webinars, virtual workshops, and campaigns focused on retirement readiness, investing, budgeting, and debt management
Mariner empowers individuals to build secure financial futures through retirement plan services and advisory support. The firm offers a collaborative culture that fosters teamwork, professional growth, and work-life balance.
Collaborate on risk assessments and develop internal surveillance systems to ensure compliance with securities laws.
Conduct regular audits, identify control deficiencies, and prepare action plan remediation.
Prepare and conduct virtual and physical branch office exams while staying current on regulatory trends.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. Serving over 31,300 families across 90+ U.S. cities, they've been ranked #1 RIA firm by Barron's and have a diverse, flexible workforce.
Manage the end-to-end onboarding experience for 401(k) plans, including new plan setups and conversions from existing providers.
Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video, guiding them through complex multi-step processes.
Monitor performance against key benchmarks and partner cross-functionally with Sales, Operations, and Legal to resolve issues and improve the client experience.
Gusto is a payroll, benefits, and HR platform that helps small businesses manage the hard stuff so owners can focus on their craft. With teams in Denver, San Francisco, and New York, the company supports over 500,000 small businesses and is building a workplace that reflects the people it serves.