Client Service Associate (401(k) / Retirement Plans) - Seattle

Manage a select group of qualified and nonqualified retirement plan conversions, · which may include all aspects of plan on-boarding to NWPS systems, overseeing conversion time-lines, · trust accounting, participant notices, plan documents, and data wrangling. · ...

Manage a select group of qualified and nonqualified retirement plan conversions. Continuously gain knowledge of the retirement plan industry through ongoing education. · Manage a select group of retirement plan conversions · Drafting participant notices and service agreements · ...

We are seeking a detail-oriented and experienced Senior Retirement Plan Administrator to join our team.This individual will play a pivotal role in overseeing the day-to-day administration of Defined Contribution and Multi-Employer retirement plans. · ...

We are seeking a detail-oriented and experienced Senior Retirement Plan Administrator to join our team.This individual will play a pivotal role in overseeing the day-to-day administration of Defined Contribution and Multi-Employer retirement plans. · Serve as the primary administ ...

Outside retirement sales consulting position building relationships drive profitability satisfaction organic growth lead new business expansion consult with clients convert current DC plans to USICG preferred service platform drive consistent predictable profitability organic gro ...

Ready to make a meaningful impact? · We're a purpose-driven, client-focused team committed to helping individuals live richer lives.We lead the industry in aligning wealth, passion and purpose to help our clients thrive. · ...

The Retirement Plan Advisor will support and demonstrate IMA's core values and pursue and sell our services to retirement plan prospects. They will solidify client relationships and maintain responsibility for ongoing client service in conjunction with Retirement Plan Managers. · ...

Producing/Advising supports and demonstrates IMA's core values. Uses consultative sales approach to identify prospects and their needs, and offer tailored solutions. · ...

This role is eligible for the following benefits: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, · 401(k), Life/AD&D Accident Critical Illness Hospital Indemnity Long Term Car ...

The Retirement Savings Plan Analyst supports daily operations for clients' retirement plans and their participants under supervision. The position involves working with Senior Consultants to ensure smooth general operations and overseeing daily activities such as investing payrol ...

Under supervision, supports daily operations for clients' retirement plans and their participants. You will work directly with the Senior Consultants on those clients and as part of a larger team to ensure general operations are running smoothly. · ...

This position will follow our hybrid work model. We expect the selected candidate to live within commuting distance of the NWPS Seattle, WA Office.We are seeking a Retirement Savings Plan Analyst who will support daily operations for clients retirement plans and their participant ...

Supports daily operations for clients' retirement plans and their participants. Oversees daily activities such as investing payroll contributions, determining participant eligibility for benefits, processing requests for withdrawal. · ...

+ Develop and implement territory sales plan to meet or exceed annual sales objectivesClose the sale · Closely manage the sales process from identifying to qualifying to closing within your territory · ...

Manage a select group of qualified and nonqualified retirement plan conversions. · ...

We're hiring a Client Service Associate to support a retirement benefits firm focused on 401(k) plans. · You'll work alongside advisors and senior leadership to support 100+ employer-sponsored plans. · ...

We're hiring a Client Service Associate to support a retirement benefits firm focused on 401(k) plans. · Serve as a day-to-day contact for plan sponsors,HR/payroll teams,and plan participantsSupport plan onboarding,oongoing maintenance,and service requestsHelp prep annual plan re ...

We are seeking a Registered Investment Adviser Sales Professional (RIA-SP) to support the continued growth of our retirement plan advisory practice. · ...

Tukwila-based firm hiring Client Service Associate for retirement benefits firm focused on 401(k) plans.You'll work alongside advisors and senior leadership to support employer-sponsored plans. · Serve as day-to-day contact for plan sponsors and plan participants · Support plan ...

Job summaryStrongpoint Partners is seeking an experienced Enrolled Actuary with Defined Benefit / Defined Contribution (DB/DC) Plan Administrator experience in the small business marketplace. This individual must have strong project management and leadership skills, a high level ...