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HUB International
Norwell, MA, United States
About HUB Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming
Job Source: HUB InternationalAtlantic Group
Boston, MA, United States
Role Overview: Our client, a leading provider of transportation services, is seeking a Compensation and Retirement Plan Manager to oversee the administration and compliance of U.S. retirement plans. This role will be based in their Boston office with a hybrid schedule requiring at least three days per week on-site. Compensation: $110,000.00 - $1
Job Source: Atlantic GroupLincoln Financial Group
Boston, MA, United States
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana); Hartford, CT (Connecticut) Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Relocation assistance: is not available for this opportunity. Requisition #: 73261 The Role at a Glance We are excited to bring on an Accoun
Job Source: Lincoln Financial GroupLincoln Financial Group
Boston, MA, United States
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana) Work Arrangement: Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration. Relocation assistance: is not available for this opportunity. Requisition #: 72965 The Role at a Glance We are excited to bring on an Account Manager to our Retirement Pla
Job Source: Lincoln Financial GroupAscensus
Boston, MA, 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 appropriat
Job Source: AscensusEquitable
Boston, MA, United States
Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work
Job Source: EquitableAscensus
Boston, MA, United States
FuturePlan is the nations largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding l
Job Source: AscensusAscensus
Boston, MA, United States
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding
Job Source: AscensusBoston
**LOCATION:** Remote U.S. locations
**OVERVIEW**
This position assists the efforts of the managed services team in providing compliance administration services for defined contribution plans (401k, 403b, Money Purchase, etc). The position will be tasked with all aspects of plan administration from validating census data, compliance testing, trust accounting, asset reconciliation, through the completion of the Form 5500 while communicating with the customer throughout the process. Additional responsibilities include working with other members of the ftwilliam.com team on various tasks within the software.
The position requires an independent self-starter with strong attention to detail and the ability to work collaboratively in a team environment. ftwilliam.com compliance module experience is highly preferred.
**DUTIES & RESPONSIBILITIES**
This position entails the following:
+ Census data validation and annual questionnaire review
+ Review and track plan document provisions, restatements and amendments
+ Perform annual data scrub, testing, and track participant balance using the ftwilliam.com compliance module
+ Perform Trust Accounting
+ Calculate Employer contributions accurately and timely
+ Create and complete Form 5500 and other applicable forms and schedules
+ Create valuation packages for customer review
+ Assist with training of junior staff members
+ Provide prompt and professional customer responses
+ Identify RMD eligible participants
+ Meet regularly with the managed services team to solve problems and improve processes
**QUALIFICATIONS**
**Education:** Bachelor’s Degree; or equivalent experience
**Experience:**
+ 3+ years experience with retirement plan administration
+ Knowledge of regulations and legislation affecting plan documents
+ Proven ability to communicate complex concepts to internal staff and clients
+ Prior experience managing a case load is preferred
**Other Knowledge, Skills, Abilities or Certifications:**
+ ASPPA or NIPA credentials preferred
+ Ability to communicate technical concepts to technical and non-technical audiences
+ Demonstrates good oral and written communication skills
+ Ability to perform work independently with minimal supervision and to exercise sound, independent judgment, and discretion
+ Proficiency in MS Office products such as Excel, Word, Outlook, and other typical business software applications
+ ftwilliam.com software experience preferred
+ Ability to manage multiple concurrent projects
+ Analytical and problem-solving skills
+ Demonstrated aptitude for learning new technologies and processes
**TRAVEL** : minimal
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Email Alert for Specialized Consultant - (Retirement Plan Administrator)_ jobs in Boston
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