About the Role The Defined Contribution Conversion Lead is a member of the Implementation Team ... Proven problem solving and client management abilities. Excellent written and oral communication ...
About the Role The Defined Contribution Conversion Lead is a member of the Implementation Team ... Proven problem solving and client management abilities. Excellent written and oral communication ...
In this position, you will be part of the product team managing the delivery of investment advisory and employee education solutions to sponsors of participant directed defined contribution plans.
In this position, you will be part of the product team managing the delivery of investment advisory and employee education solutions to sponsors of participant directed defined contribution plans.
Defined Contribution Customer Solutions Specialist - Virtual
Texas City, TX · On-site
$14.50 - $19.25/hr
Knowledge of Defined Contribution and/or Defined Benefit plans is essential. Responsibilities ... Note, this does not restrict management's right to assign or reassign duties and responsibilities ...
Defined Contribution Customer Solutions Specialist - Virtual
Texas City, TX · On-site
$14.50 - $19.25/hr
Knowledge of Defined Contribution and/or Defined Benefit plans is essential. Responsibilities ... Note, this does not restrict management's right to assign or reassign duties and responsibilities ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
Voya Austin Financial Advisors
Austin, TX · On-site
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
Voya Austin Financial Advisors
Austin, TX · On-site
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
Voya Financial Advisor Dallas
Dallas, TX · On-site
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
Voya Financial Advisor Dallas
Dallas, TX · On-site
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
Voya Financial Edinburg
Edinburg, TX · On-site
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
Voya Financial Edinburg
Edinburg, TX · On-site
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
Voya Financial Advisor Dallas
Dallas, TX · On-site
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
Voya Financial Advisor Dallas
Dallas, TX · On-site
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
Voya Austin Financial Advisors
Austin, TX · On-site
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
Voya Austin Financial Advisors
Austin, TX · On-site
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
... defined contribution marketplace (403(b), 457, and 401(a)) * Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents * Territory management and ...
Manager Defined Contribution information
What is a manager defined contribution?
Manager Defined Contribution jobs involve overseeing and administering defined contribution retirement plans, such as 401(k)s or 403(b)s, within an organization. These managers ensure compliance with regulations, handle plan design and implementation, and work with employees, vendors, and financial advisors to optimize plan performance. They are responsible for reporting, plan communications, enrollment, and addressing participant questions while staying updated on relevant laws and best practices.
How does a manager defined contribution typically collaborate with other departments to ensure compliance and effective plan administration?
As a Manager Defined Contribution, you will frequently partner with departments such as legal, human resources, payroll, and finance to ensure that retirement plans are administered in strict accordance with regulatory requirements and company policies. This collaboration involves coordinating audits, sharing updates on legislative changes, and resolving participant issues. Strong communication and project management skills are essential, as you will often lead cross-functional meetings and workgroups to streamline processes and implement plan enhancements. This collaborative environment not only supports compliance but also fosters ongoing professional development and organizational alignment.
What are the key skills and qualifications needed to thrive as a manager defined contribution, and why are they important?
To thrive as a Manager Defined Contribution, you need in-depth knowledge of retirement plan administration, ERISA regulations, and experience managing 401(k) or similar defined contribution plans, often supported by a relevant degree and industry certifications such as QKA or CPC. Familiarity with recordkeeping platforms, compliance software, and financial reporting systems is typically required. Strong leadership, analytical thinking, and effective communication skills set candidates apart in this role. These skills are crucial for ensuring regulatory compliance, optimizing plan performance, and delivering excellent service to plan sponsors and participants.
What is the difference between Manager Defined Contribution vs Financial Advisor?
| Aspect | Manager Defined Contribution | Financial Advisor |
|---|---|---|
| Credentials | Typically requires certifications like CFP, CFA, or CPA | Often holds CFP, CFA, or similar financial planning certifications |
| Work Environment | Works within retirement plan management, often for corporations or financial firms | Provides personalized financial planning and investment advice to clients |
| Employer & Industry | Financial services, retirement plan providers, asset management firms | Independent or firm-based financial planning practices |
| Search & Comparison Intent | Understanding roles in retirement plan management and investment strategies | Seeking personalized financial planning and investment advice |
Manager Defined Contribution professionals focus on managing retirement plans and overseeing contributions for organizations, often working within financial firms. Financial Advisors provide tailored financial planning and investment advice to individual clients. While both roles require similar certifications and work in the financial industry, their primary functions differ: one manages retirement plans, the other offers personalized financial guidance.
What are popular job titles related to Manager Defined Contribution jobs in Texas?
For Manager Defined Contribution jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Manager Defined Contribution jobs in Texas look for?
The top searched job categories for Manager Defined Contribution jobs in Texas are:
What cities in Texas are hiring for Manager Defined Contribution jobs?
Cities in Texas with the most Manager Defined Contribution job openings:
Other
Retirement
Posted 23 days ago
Job description
About Digipulse
Digipulse Technologies, Inc (DTI) is a software solutions company offering focused IT services to fortune 1000 clients. We provide services in enterprise application development, system integration & support services for Insurance, Financial, Hospitality, Telecommunication, Pharmaceutical & Banking sectors.
About the Role
The Defined Contribution Conversion Lead is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.
- The documentation and coordination of conversion data from prior recordkeepers. Our DCC''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''s work with the client to develop a Conversion Strategy which details how the data will be converted. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.
- The DCC also reviews the data after the transfer to ensure the information transferred as expected. We produce reports to review with the client to ensure their satisfaction with the outcome of the project.
The Expertise and Skills You Bring
- Bachelor’s degree preferred.
- Experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above.
- Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events. Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.
- This position requires some travel.
- The ability to understand and work with payroll software programs.
- Strong presentation, consulting, and negotiating skills.
- Strong analytical, problem-solving, problem identification skills.
- Strong organizational/time management skills, auditing skills.
If you are interested for this role, Please apply to this job or drop us mail with profile @ .
About Digipulse Technologies
Sourced by ZipRecruiter
Industry
It services
Company size
51 - 200 Employees
Headquarters location
Cherry Hill, NJ, US
Year founded
2007