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The Retirement Plan Consultant (RPC) acts as a subject matter expert and works in partnership with a Senior Retirement Plan Strategist (external wholesaler) to achieve an annual sales goal.
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What are the ongoing responsibilities of a Retirement Plan Consultant? What is the Retirement Plan Consultant responsible for? The Workplace Retirement Sales team works closely with other channels within US Distribution (Wirehouse, RBI, PWD), as well as Franklin Templeton's independent Specialist Investment Managers, as subject matter experts on ERISA retirement plan design, plan investment menu design and analysis, Franklin Templeton's proprietary advice engine "GOE," FinTech, current industry trends and Franklin Templeton products and services.
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The TPA Retirement Plan Administrator administers employer sponsored Retirement plans. The TPA Retirement Plan Administrator is responsible for communicating confidential and time sensitive material.
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Retirement Plan Consultant - REMOTE. The Retirement Plan Consultant plays a key role in advising clients on the compliance, design, and administration of their retirement plans.
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Faculty can choose to enroll in the State Board Retirement Plan (SBRP) with the plan administrator being TIAA or the Teachers Retirement System (TRS) Plan 2 or Plan 3 administered by the Department of Retirement System (DRS.
$83,000 - $85,279.92 a yearExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The Sr. Benefits Analyst must have a strong knowledge and understanding of regulations and compliance requirements across applicable federal, state, and local regulations such as ERISA, ACA, HIPAA, and COBRA. The Senior Benefits Analyst interprets and revises plan documents, benefit summaries and plan policies periodically and/or based on ERISA plan changes.
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Partner with ERISA counsel and vendors to ensure compliance requirements meet or exceed for all retirement plans including providing guidance regarding new or existing DOL and IRS regulations relating to plan audits, financial reporting, government form filings (e.g., Form 5500), funding notices (SAR/AFN) and reporting, SPD/plan amendments etc.
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The Florida Retirement System (FRS) offers two retirement plans - the Investment Plan and the Pension Plan. Both plans are subject to a mandatory 3% employee contribution. 457b Deferred Compensation Program is also available to help employees boost their retirement saving goals, with pre-tax and post-tax contributions, as well as IRA plan options.
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The Senior Retirement Plan Sales Executive sells 401(k) Retirement Plan Services (RPS) full-service recordkeeping to small and mid-market clients (Defined Contribution plans under $50 million in AUA) with the objective of creating a partnership with T. Rowe Price.
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Job Description - Junior Retirement Plan Consultant - NWPS (2401794) Acquired by Raymond James on December 24, 2020, NWPS Holdings, Inc. and its wholly-owned subsidiaries doing business as NWPS and Northwest Plan Services provide retirement plan administration services, recordkeeping, consulting, actuarial, compliance and participant services.
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Amtrak offers a comprehensive benefit package that includes health, dental, and vision plans; wellness programs; flexible spending accounts; 401k retirement plan; life insurance; paid time off; reimbursement of education; Public Service Loan Forgiveness eligibility; Railroad Retirement sickness and retirement benefits; and rail pass privileges.
$90,890 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We're a recognized Elite Agency award winner and a leadingproperty and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. In this role at NFP, you will be supporting and driving marketing efforts and sales needs across the Retirement business line in support of overarching marketing goals.
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Retirement Investors Club (RIC) (Employer Sponsored Retirement Plan) A defined benefit plan, IPERS benefits are guaranteed for life, meaning once you retire, you will receive the same monthly benefit for the remainder of your life (once vested.
$59,321.6 - $92,040 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Retirement Plan Consultant – Remote or in Denver, CO. Retirement Plan Administrator – Remote or in Cincinnati OH. At least 2+ years of retirement plan administration experience.
$60,000 - $95,000 a yearRemoteExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Must be a United States citizen or meet the immigration requirements in the state where they will hold a railroad police officer commission. Ability to obtain a railroad police commission from the State of Oregon.
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