The Retirement Plan Services Specialist will support a variety of operational, implementation ... Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
The Retirement Plan Services Specialist will support a variety of operational, implementation ... Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
The Retirement Plan Services Specialist will support a variety of operational, implementation ... Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
The Retirement Plan Services Specialist will support a variety of operational, implementation ... Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
The Retirement Plan Services Specialist will support a variety of operational, implementation ... Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
Quick apply
The Retirement Plan Services Specialist will support a variety of operational, implementation ... Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
Retirement Plan Services Specialist
Grand Rapids, MI · On-site
$55 - $85/hr
The Retirement Plan Services Specialist will support a variety of operational, implementation ... Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
New
Retirement Plan Services Specialist
Grand Rapids, MI · On-site
$55 - $85/hr
The Retirement Plan Services Specialist will support a variety of operational, implementation ... Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
New
Retirement Plan Associate
Grand Rapids, MI · On-site
$60K - $70K/yr
Our firm is growing, and we are searching for a proactive, reliable Retirement Plan Associate to ... details, analytical skills, and problem-solvingTrack record of balancing multiple priorities ...
Quick apply
Retirement Plan Associate
Grand Rapids, MI · On-site
$60K - $70K/yr
Our firm is growing, and we are searching for a proactive, reliable Retirement Plan Associate to ... details, analytical skills, and problem-solvingTrack record of balancing multiple priorities ...
Retirement Plan Account Manager
Troy, MI · On-site
$55K - $80K/yr
Set up and maintain retirement plans using vendor systems, analyze data, and recommend plan changes * Wealth Management: Conduct individual financial planning to help individuals review estate ...
Retirement Plan Account Manager
Troy, MI · On-site
$55K - $80K/yr
Set up and maintain retirement plans using vendor systems, analyze data, and recommend plan changes * Wealth Management: Conduct individual financial planning to help individuals review estate ...
Retirement Plan Account Manager
Troy, MI · On-site
Set up and maintain retirement plans using vendor systems, analyze data, and recommend plan changes * Wealth Management: Conduct individual financial planning to help individuals review estate ...
Retirement Plan Account Manager
Troy, MI · On-site
Set up and maintain retirement plans using vendor systems, analyze data, and recommend plan changes * Wealth Management: Conduct individual financial planning to help individuals review estate ...
The North American Benefit Plan Analyst provides analytical and operational support for the ... 401k retirement plan, paid time off, annual bonus eligibility, and a minimum of 7 holidays ...
The North American Benefit Plan Analyst provides analytical and operational support for the ... 401k retirement plan, paid time off, annual bonus eligibility, and a minimum of 7 holidays ...
Retirement Plan Account Manager
Troy, MI · On-site
$55K - $80K/yr
Set up and maintain retirement plans using vendor systems, analyze data, and recommend plan changes * Wealth Management: Conduct individual financial planning to help individuals review estate ...
Retirement Plan Account Manager
Troy, MI · On-site
$55K - $80K/yr
Set up and maintain retirement plans using vendor systems, analyze data, and recommend plan changes * Wealth Management: Conduct individual financial planning to help individuals review estate ...
Retirement Plan Account Manager
Troy, MI · On-site
$55K - $80K/yr
Set up and maintain retirement plans using vendor systems, analyze data, and recommend plan changes * Wealth Management: Conduct individual financial planning to help individuals review estate ...
Quick apply
Retirement Plan Account Manager
Troy, MI · On-site
$55K - $80K/yr
Set up and maintain retirement plans using vendor systems, analyze data, and recommend plan changes * Wealth Management: Conduct individual financial planning to help individuals review estate ...
Retirement Plan Service Associate
Southfield, MI · Hybrid
$14.50 - $19.25/hr
Summary We are seeking a dedicated and detail-oriented professional to join our Retirement Plan ... Analyze data from multiple sources to draw appropriate conclusions and make suitable ...
Retirement Plan Service Associate
Southfield, MI · Hybrid
$14.50 - $19.25/hr
Summary We are seeking a dedicated and detail-oriented professional to join our Retirement Plan ... Analyze data from multiple sources to draw appropriate conclusions and make suitable ...
Retirement Plan Service Associate
Southfield, MI · On-site
$14.50 - $19.25/hr
Summary We are seeking a dedicated and detail-oriented professional to join our Retirement Plan ... Analyze data from multiple sources to draw appropriate conclusions and make suitable ...
Retirement Plan Service Associate
Southfield, MI · On-site
$14.50 - $19.25/hr
Summary We are seeking a dedicated and detail-oriented professional to join our Retirement Plan ... Analyze data from multiple sources to draw appropriate conclusions and make suitable ...
Retirement Analyst (Hybrid)
Lansing, MI · On-site
Participant Transaction Processing & Plan Administration * Review, process, and execute customer ... New employees will be placed into the role as a Retirement Analyst In-Training and will be eligible ...
Retirement Analyst (Hybrid)
Lansing, MI · On-site
Participant Transaction Processing & Plan Administration * Review, process, and execute customer ... New employees will be placed into the role as a Retirement Analyst In-Training and will be eligible ...
This role performs day-to-day retirement plan administration, supports employee and principal ... Ability to make sound recommendations based on analysis, experience and judgment * Ability to ...
This role performs day-to-day retirement plan administration, supports employee and principal ... Ability to make sound recommendations based on analysis, experience and judgment * Ability to ...
This role performs day-to-day retirement plan administration, supports employee and principal ... Ability to make sound recommendations based on analysis, experience and judgment * Ability to ...
This role performs day-to-day retirement plan administration, supports employee and principal ... Ability to make sound recommendations based on analysis, experience and judgment * Ability to ...
Retirement Analyst (Hybrid)
Lansing, MI · On-site
Participant Transaction Processing & Plan Administration * Review, process, and execute customer ... Ability to: * Apply strong analytical and problem-solving skills in retirement benefits ...
Retirement Analyst (Hybrid)
Lansing, MI · On-site
Participant Transaction Processing & Plan Administration * Review, process, and execute customer ... Ability to: * Apply strong analytical and problem-solving skills in retirement benefits ...
Retirement Analyst (Hybrid)
Lansing, MI · On-site
Participant Transaction Processing & Plan Administration * Review, process, and execute customer ... New employees will be placed into the role as a Retirement Analyst In-Training and will be eligible ...
Retirement Analyst (Hybrid)
Lansing, MI · On-site
Participant Transaction Processing & Plan Administration * Review, process, and execute customer ... New employees will be placed into the role as a Retirement Analyst In-Training and will be eligible ...
Benefit Plan Coordinator
Lansing, MI · On-site
... Sector Retirement Success At MERS, we go beyond administering retirement plans--we partner with ... If you thrive at the intersection of analysis, customer service, and collaboration , this is an ...
Benefit Plan Coordinator
Lansing, MI · On-site
... Sector Retirement Success At MERS, we go beyond administering retirement plans--we partner with ... If you thrive at the intersection of analysis, customer service, and collaboration , this is an ...
Director, Retirement Benefits - REMOTE
Three Rivers, MI · On-site +1
Analyze plan costs, fee structures, investment expenses, and utilization trends. * Develop ... Develop retirement education and financial wellness strategies. * Partner with vendors to deliver ...
Director, Retirement Benefits - REMOTE
Three Rivers, MI · On-site +1
Analyze plan costs, fee structures, investment expenses, and utilization trends. * Develop ... Develop retirement education and financial wellness strategies. * Partner with vendors to deliver ...
$55 - $70/hr
... Sector Retirement Success At MERS, we go beyond administering retirement plans--we partner with ... If you thrive at the intersection of analysis, customer service, and collaboration , this is an ...
New
$55 - $70/hr
... Sector Retirement Success At MERS, we go beyond administering retirement plans--we partner with ... If you thrive at the intersection of analysis, customer service, and collaboration , this is an ...
New
Retirement Plan Analyst information
See Michigan salary details
$27K - $34.9K
11% of jobs
$34.9K - $42.7K
9% of jobs
$45.4K is the 25th percentile. Wages below this are outliers.
$42.7K - $50.6K
15% of jobs
$50.6K - $58.4K
15% of jobs
The median wage is $58.6K / yr.
$58.4K - $66.2K
18% of jobs
$71.9K is the 75th percentile. Wages above this are outliers.
$66.2K - $74.1K
11% of jobs
$74.1K - $81.9K
7% of jobs
$81.9K - $89.8K
5% of jobs
$89.8K - $97.6K
4% of jobs
$97.6K - $105.5K
2% of jobs
$105.5K - $113.3K
3% of jobs
$27K
$63.9K
$113.3K
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Full-time
Retirement
Posted 22 days ago
Key responsibilities
Support the preparation and processing of plan documents, amendments, resolutions, and participant communications.
Assist with new plan installations, plan conversions, and TPA transitions, and support retirement plan administration and client needs.
Maintain and update client files, reconcile departmental financial information, and coordinate with recordkeepers, financial advisors, and clients.
Job description
Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 36th largest CPA firm in the U.S. and is positioned for successful future growth. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you.
Our firm is seeking a Retirement Plan Services Specialist to join our Grand Rapids, MI office. The Retirement Plan Services Specialist will support a variety of operational, implementation, document and administrative functions within our Retirement Plan Services department. This is not a traditional plan administrator role. Instead, this position will work across multiple areas of the department, providing support to plan administrators, implementation staff, department leadership, and our clients.
Responsibilities:
- Preparing and processing plan documents, amendments, resolutions, and related participant communications
- Assisting with new plan installations, plan conversions, and TPA transitions
- Preparing retirement plan proposals and supporting plan design projects
- Drafting and coordinating engagement letters and related service documentation
- Processing payroll contribution files and assisting with contribution-related reconciliations
- Supporting retirement plan administrators with annual administration and other client needs
- Assisting with participant distributions, loans, and other transaction-related requests
- Maintaining and updating client files, internal systems, databases, and workflow records
- Reconciling recordkeeper payments, revenue reports, and other departmental financial information
- Coordinating with recordkeepers, financial advisors, payroll providers, clients, and internal team members
- Identifying opportunities to improve processes, strengthen internal controls, and use technology more effectively
- Assisting with special projects and other departmental priorities as needed
Qualifications:
- Bachelors degree preferred
- Prior experience in retirement plan administration, recordkeeping, implementation, plan documents, or a related retirement plan role
- A general understanding of 401(k), profit sharing, and other qualified retirement plans
- Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
- Comfortable learning and working within multiple software platforms and technology systems
- Experience with FT William retirement plan software is preferred
- Strong organizational skills and attention to detail
- The ability to manage multiple projects and shift priorities
- Strong written and verbal communication skills
- The ability to work independently while also collaborating with a broader team
Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law.
"Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC and its subsidiary entities are not licensed CPA firms.
About Doeren Mayhew
Sourced by ZipRecruiter
Industry
Accounting services
Company size
201 - 500 Employees
Headquarters location
Troy, MI, US
Year founded
1932