ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
CPS Inc
Dallas, TX, United States
Posted: 01/24/2024 Industry: Employee Benefits & Retirement Services Job Number: 1.24 10 KEF Pay Rate: $90,000 - $130,000 Experience: 5 years or greater Job Description RETIREMENT PLAN ADVISOR Experience: 3+ years in Retirement Services industry (specifically with Institutional Retirement Plans) Licensing: FINRA Series 6, 7, 65,
Job Source: CPS IncAscensus
Dallas
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: AscensusAscensus
Dallas, TX, 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: AscensusHilltop Holdings
Dallas, TX, United States
Job Description The Wealth Management Advisory Services and Products provides holistic product solution from financial planning, income solutions, fee-based solutions, and services to registered advisors in Hilltop Securities Private Client Group (PCG), Hilltop Independent Network (HTIN) and correspondent firms (Correspondents) who provide advisor
Job Source: Hilltop HoldingsT. Rowe Price
Dallas, TX, United States
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.We are a premierassetmanagerfocused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your c
Job Source: T. Rowe PriceQualitative Financials
Dallas, TX, United States
Job Title : - O9 Demand Planning Consultant Job Type: - Long Term Contract Duration: - 6 - 12 Months with Possible Extension Location: - Atlanta, GA or Dallas, TX (Onsite) Skills Required / Job Description: - As a Mid-Level Business Analyst, you will utilize your advanced proficiency in o9 Demand Planning to analyze business requirements, iden
Job Source: Qualitative FinancialsSoteriare
Plano, TX, United States
Planning Consultant - Plano, TX page is loaded Planning Consultant - Plano, TX Apply locations Plano, TX time type Full time posted on Posted 2 Days Ago job requisition id 2091971 Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportun
Job Source: SoteriareFidelity TalentSource LLC
Plano, TX, United States
Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client s unique planning needs. Through your integrity
Job Source: Fidelity TalentSource LLCDallas, TX, 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 legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position requires advanced knowledge of plan design, testing, 5500's, loans and distributions and can assist on plan operation and document updates.
Section 2: Job Functions, Essential Duties and Responsibilities
Provide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clients
Provide effective verbal and written communications in a clear, concise and informative manner
Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable
Assist clients initial and ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations
Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
Responsible for communicating valuation reports, participant statements and annual testing results to clients
Review or perform, as needed, the annual testing for plans and communicate results with clients
Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
Accountable for coordinating work performed by FuturePlan operations on behalf of their client(s) in support of Audit requirements.
Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)
As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business
Assist with other tasks and projects as assigned
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Assist with other tasks and projects as assigned
Supervision
N/A
Section 3: Experience, Skills, Knowledge Requirements
Bachelors degree preferred
3-5 or more years ERISA experience in the retirement industry
Experience in analysis of financial data required
Experience in Relius and/or ASC software is highly desirable
Strong Word, Excel, and Outlook skills
Strong written and oral communication skills
Strong analytical and problem solving skills
Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
Ability to effectively plan and assign work and supervise support staff
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
#J-18808-Ljbffr
Retirement Plan Consultant jobs in Dallas, TX, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.