ERISA Consultant - Lake Mary, FL

Primary responsibilities include providing consulting services to Ascensus clients through Ascensus' technical access service, providing in-house consulting. · ...

The ERISA Compliance Specialist works with various team members to provide comprehensive governance to qualified plan sponsors.The role involves developing and delivering qualified plan and governance analytics, authoring custom reports, presenting findings to clients, · advising ...

+FuturePlan is the nation's largest third-party administrator of retirement plans partnering with advisors in all 50 states The FuturePlan team includes more than 500 credentialed plan professionals 60 actuaries and one of the industry's largest in-house ERISA teams+Job summary: ...

Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. · ...

Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. · Bachelors degree preferred · 3-5 or more years ERISA experience in the retirement industry · ...

Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. · Provide timely, exceptional customer service... · ...

+Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, · plan design governmental reporting. Provide timely customer service including problem solving issue resolution with minimal inconvenience to clients. · +Act as a mentor Retirem ...

Responsible for the successful completion of a steady flow of diverse and engaging retirement plan document projects ranging from basic to medium-level complexity. · Independently analyzing document design · Become internal expert on plan documents and design · ...

Provide assistance to attorneys and consultants in delivering consulting, compliance, legal services including preparation and assembly of documents and special projects as assigned. · ...

+Job summary · The Deconversion Consultant becomes the primary contact once a client has notified their Service Consultant of disengagement or plan termination. · +Bachelor's degree in Business, Finance, Accounting, or related field; or equivalent professional experience. · 5+ ye ...

Manage client services and relationships to create 'raving fan' clients that rate us a 4.5 out of 5 on the annual client survey, pay us quickly and are profitable. · ...

+ADA Accommodations Specialist · The ADA Accommodations Specialist establishes and develops trusted relationships with facility leadership,+Bachelor's degreeTwo years' related experience in support of ADA accommodations in a Human Resources team environment+, , Serve as the subje ...

The ADA Accommodations Specialist establishes and develops trusted relationships with facility leadership to effectively manage the day-to-day administration of disability-related accommodation inquiries and escalations. · ...

At Anchor Benefit Consulting, we are not just administrators; we are the architects of a culture where financial sustainability and employee wellness coexist. We move away from one-size-fits-all insurance to build boutique, self-funded solutions that protect our clients' assets a ...

Foundation Risk Partners es un broker de seguros que busca un Client Relationship Manager-Retirement Services. El candidato ideal tendrá experiencia en planes 401(k) y podrá trabajar desde cualquier lugar con acceso a internet. · Servir como experto interno en ERISA y 401(k), ofr ...

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving. · ...

Job Description: · Financial Representative · We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long- ...

The ERISA Compliance Manager role involves ensuring compliance with the Employee Retirement Income Security Act (ERISA) for Schwab's retirement plan services. The manager will be responsible for preparing and testing various plans to ensure they meet statutory timelines. · ...

Driven by our respect for people and this is an organization that prides itself as a large-scale Controlled Environment Agriculture-based vertically integrated supplier for high-value high-growth plant-based Consumer Packaged Goods CPG opportunities. · ...

We have an exciting opportunity for a remote Client Support Specialist in the Greater Orlando Metro area. · ...