Lead Retirement Consultant - Boston, MA

The Retirement Consultant (RC) works as a member of a broader team with a collaborative culture responsible for over $3.5B in annual asset retention including IRA rollover flows through educating and helping 401(k) participants who are terminating or retiring make good decisions ...

Description · The Business · Our Retirement team combines expertise in retirement and investment consulting to support global organizations worldwide in designing, managing, administering, and communicating all types of retirement plans. Whether a client has a defined benefit pen ...

· The Business · Our Retirement team combines expertise in retirement and investment consulting to support global organizations worldwide in designing, managing, administering, and communicating all types of retirement plans. Whether a client has a defined benefit pension or a d ...

We are looking for an energetic, positive person to join the Marsh & McLennan Agency – Northeast Retirement Services Team. · We value and respect the impact our colleagues make every day both inside and outside of work. · ...

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward ...

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward ...

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward ...

Ascensus is hiring a Retirement Service Consultant to provide client service to partners, intermediaries, and plan sponsors. The consultant will develop an understanding of retirement plans and Ascensus products to help clients manage their plans effectively. · ...

Our not-so-secret sauce. · Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about ...

We help people make some of the most meaningful decisions they're ever going to make. · This is a salary paid position with bonus potential. · ...

The Business · Our Retirement team combines expertise in retirement and investment consulting to support global organizations worldwide in designing, managing, administering, and communicating all types of retirement plans. Whether a client has a defined benefit pension or a defi ...

Company: · Marsh McLennan Agency · Description: · Senior Retirement Consultant · Our not-so-secret sauce. · Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our effo ...

We help people make some of the most meaningful decisions they're ever going to make.We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, · and outstanding team of hardworking and passionate ...

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. · Apply broad industry knowledge to service existing clients and land new clients. · ...

+We are looking for an energetic, positive person to join the Marsh & McLennan Agency – Northeast Retirement Services Team. · This position will be responsible for servicing existing or prospective clients and supporting the MMA's sales team in their efforts to retain existing cl ...

We are looking for an energetic, positive person to join the Marsh & McLennan Agency – Northeast Retirement Services Team. · Apply broad industry knowledge to service existing clients and land new clients · Manage ongoing service needs of multiple clients · ...

Description · #LI-CM #LI-Hybrid  · Responsibilities · We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is responsible for driving new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defi ...

The position is responsible for the formulation and maintenance of retirement plan documentation. The individual will interpret key legislation impacting the RS business function and client base as it relates to 401(K). They will effectively communicate internally and externally. ...

Position Summary Responsible for the formulation and maintenance of retirement plan documentation. · Analyze existing plan documentation to identify plan provisions features and benefits. · ...

+ Develop strong customer relationships across various industries+ Perform yearly compliance testing and annual valuations for qualified retirement plans+ Calculate projected and actual plan contributions- employer matching contributions+, profit sharing contributions using pro r ...