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Ascensus
Phoenix, AZ, United States
Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately.
Job Source: AscensusCps4jobs
Phoenix, AZ, United States
Retirement Plan Consultant - REMOTE National Plan Provider is seeking an experienced Retirement Plan Consultant . The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and possess a strong understanding of compliance, regulations, and industry best practices. The Retir
Job Source: Cps4jobsCPS Inc
Phoenix, AZ, United States
Posted: 01/30/2024 Industry: Employee Benefits & Retirement Services Job Number: SA24.1.17.4 Experience: Job Description National Plan Provider is seeking an experienced Retirement Plan Consultant . The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and p
Job Source: CPS IncBank of America
Chandler
Retirement and Benefits Client Service Representative Pennington, New Jersey;Chandler, Arizona; Tampa, Florida; Jacksonville, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver fo
Job Source: Bank of AmericaNorthern Trust Corp
Tempe, AZ, United States
Sr. Consultant Client Service-Custody Servicing page is loaded Sr. Consultant Client Service-Custody Servicing Apply remote type Hybrid locations Chicago, IL Tempe, AZ time type Full time posted on Posted 7 Days Ago job requisition id R124838 About Northern Trust: Northern Trust, a Fortune 500 company
Job Source: Northern Trust CorpAscensus
Phoenix
**Position Purpose:** This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriate
Job Source: AscensusStateServ Medical, Inc.
, AZ, United States
StateServ provides industry-leading DME management solutions that simplify administration to boost operational efficiencies, contain costs, enhance quality of care, and ultimately increase patient satisfaction. With our innovative technology and unmatched expertise, we provide the visibility and insights our clients need to make timely, informed de
Job Source: StateServ Medical, Inc.Confidential
Phoenix, AZ, United States
Job Description Job Description Salaried Financial Advisor / Retirement Plan Sales Consultant Are you tired of commission? You obtained your FINRA licenses and exhausted your network to sell insurance and investment products to family and friends. Are you looking to become a specialist instead of a generalist? This is a retirement sales position
Job Source: ConfidentialPhoenix, AZ, United States
With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ is honored to be the recipient of several national recognitions for 2023:
Best and Brightest Companies to Work for in the Nation
Top Workplaces USA
Best Places to Work in Insurance
Best and Brightest Companies in Wellness
Great Place to Work Certification
CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).
Essential Functions and Primary Duties: Provide DC consulting solutions to clients related to advisory services
Manage client portfolios pursuant to approved asset allocation models
Provide individual and global investment advice to plan participants
Maximizing Plan Sponsor and Participant return on investment
Identifying and addressing participant savings and investments gaps
Improving plan efficiency to reduce costs and related administration
Assist clients with all related IRS, ERISA, and Department of Labor compliance
Complete or review all aspects of Annual Plan Administration including:
Annual testing for plans including ADP/ACP, Top Heavy, 410(b), 402(g)
Government filings such as: Form 5500, 8955-SSA, 5330, 1099-R, 1096, 945
Required notices and disclosures such as QDIA and QACA
Review, creation, and distribution of Plan Documents
Fiduciary Compliance and Training
Record keeping review
Trust accounting preparation and reconciliation
Contribution/allocation calculations including: Match, Safe Harbor, Top Heavy, Profit Sharing and Projected testing
Employee data reconciliation
Additional responsibilities as assigned
Preferred Qualifications: Bachelor's degree
Minimum Qualifications: High School Diploma or GED
Eight years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment
Possesses highly advanced and broad knowledge and understanding of industry and professional principles, practices, and procedures
Possesses advanced knowledge of pertinent laws, regulations and professional standards
Expert use of applicable technology
Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Microsoft Teams)
Experience performing work that requires initiative and leadership skills
Experience in coaching and teaching others
Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) or Certified Pension Consultant (CPC) and/or Series 65 licensing as requested by the organization
Ability to anticipate and elicit customer needs
Ability to self-learn and develop business and technical knowledge quickly
Motivated team player with demonstrated interpersonal skills
Comfortable working with quick turnaround times and deadlines
Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
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Lead Client Service Consultant | Retirement & Investment jobs in Phoenix, AZ, United States
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