Participate in the annual plan review and financial education planning process. * Assist ... Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our ...
Participate in the annual plan review and financial education planning process. * Assist ... Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our ...
The Retirement Plan Associate plays a vital support and coordination role within Provenance Wealth ... Job Duties and Responsibilities Technical Responsibilities * Assist in the preparation and review ...
The Retirement Plan Associate plays a vital support and coordination role within Provenance Wealth ... Job Duties and Responsibilities Technical Responsibilities * Assist in the preparation and review ...
The Retirement Plan Associate plays a vital support and coordination role within Provenance Wealth ... Job Duties and Responsibilities Technical Responsibilities * Assist in the preparation and review ...
The Retirement Plan Associate plays a vital support and coordination role within Provenance Wealth ... Job Duties and Responsibilities Technical Responsibilities * Assist in the preparation and review ...
Retirement Plan Associate
Miami, FL · On-site
The Retirement Plan Associate plays a vital support and coordination role within Provenance Wealth ... Job Duties and Responsibilities Technical Responsibilities * Assist in the preparation and review ...
Retirement Plan Associate
Miami, FL · On-site
The Retirement Plan Associate plays a vital support and coordination role within Provenance Wealth ... Job Duties and Responsibilities Technical Responsibilities * Assist in the preparation and review ...
The Retirement Plan Associate plays a vital support and coordination role within Provenance Wealth ... Job Duties and Responsibilities Technical Responsibilities * Assist in the preparation and review ...
The Retirement Plan Associate plays a vital support and coordination role within Provenance Wealth ... Job Duties and Responsibilities Technical Responsibilities * Assist in the preparation and review ...
Retirement Plan Loan Specialist
Austin, TX · On-site
$25 - $30/hr
Retirement Plan Loan Specialist Compensation: $25-$30.00 per hour with a 6% Yearly Discretionary ... obligations. * Assist with ERISA plan corrections under the IRS Employee Plans Compliance ...
Retirement Plan Loan Specialist
Austin, TX · On-site
$25 - $30/hr
Retirement Plan Loan Specialist Compensation: $25-$30.00 per hour with a 6% Yearly Discretionary ... obligations. * Assist with ERISA plan corrections under the IRS Employee Plans Compliance ...
Description Retirement Plan Payment Specialist Maple Grove,, MN 401(k) and Pension Where Accuracy ... Set up automatic rollovers for eligible participants * Assist with requests from other members of ...
Description Retirement Plan Payment Specialist Maple Grove,, MN 401(k) and Pension Where Accuracy ... Set up automatic rollovers for eligible participants * Assist with requests from other members of ...
Participate in the annual plan review and financial education planning process. * Assist ... Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our ...
Participate in the annual plan review and financial education planning process. * Assist ... Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our ...
Retirement Plan Associate
Bismarck, ND · On-site
$36.60K - $45.70K/yr
Answering questions/inquiries from retirement plan participants and service providers. * Assist and interact with participants and plan sponsors with website access and activity by way of in person ...
Retirement Plan Associate
Bismarck, ND · On-site
$36.60K - $45.70K/yr
Answering questions/inquiries from retirement plan participants and service providers. * Assist and interact with participants and plan sponsors with website access and activity by way of in person ...
Retirement Plan Advisor
Providence, RI · On-site +1
$75.80K - $107.08K/yr
This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan ...
Retirement Plan Advisor
Providence, RI · On-site +1
$75.80K - $107.08K/yr
This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan ...
Retirement Plan Advisor- Jackson
Jackson, MS · On-site +1
This position will also assist the Relationship Management team in effectively establishing and ... Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial ...
Retirement Plan Advisor- Jackson
Jackson, MS · On-site +1
This position will also assist the Relationship Management team in effectively establishing and ... Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial ...
Retirement Plan Administrator
Maryville, TN · On-site +1
... Savings Program. * Assist in the planning and execution of projects of routine to moderate ... Retirement Plan Administrator Requirements * Experience in communicating retirement/deferred income ...
Retirement Plan Administrator
Maryville, TN · On-site +1
... Savings Program. * Assist in the planning and execution of projects of routine to moderate ... Retirement Plan Administrator Requirements * Experience in communicating retirement/deferred income ...
Retirement Plan Advisor
Fargo, ND · On-site
... etc.). * Assist with the development and evaluation of new services and products to offer trust ... Five years of retirement plan services administration or related professional experience preferred.
Retirement Plan Advisor
Fargo, ND · On-site
... etc.). * Assist with the development and evaluation of new services and products to offer trust ... Five years of retirement plan services administration or related professional experience preferred.
Retirement Plan Advisor
Austin, TX · On-site
$72.20K - $101.98K/yr
This position will also assist the Relationship Management team in effectively establishing and ... Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial ...
Retirement Plan Advisor
Austin, TX · On-site
$72.20K - $101.98K/yr
This position will also assist the Relationship Management team in effectively establishing and ... Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial ...
Retirement Plan Advisor
Minneapolis, MN · On-site
Retirement Plan Advisor Cornerstone Private Asset Trust Company, LLC Bloomington, MN Who We Are ... Review and interpret plan documents and assist with issue resolution * Troubleshoot and resolve ...
Quick apply
Retirement Plan Advisor
Minneapolis, MN · On-site
Retirement Plan Advisor Cornerstone Private Asset Trust Company, LLC Bloomington, MN Who We Are ... Review and interpret plan documents and assist with issue resolution * Troubleshoot and resolve ...
Retirement Plan Advisor
Topeka, KS · On-site +1
$72.20K - $101.98K/yr
This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan ...
Retirement Plan Advisor
Topeka, KS · On-site +1
$72.20K - $101.98K/yr
This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan ...
Retirement Plan Coordinator
Arden Hills, MN · On-site
$28.53 - $42.80/hr
... * Assist with compliance and audits, benefits verifications/regulatory inquiries, and required notices/communications; stay current on retirement plan regulations and best practices. Why This Role ...
Retirement Plan Coordinator
Arden Hills, MN · On-site
$28.53 - $42.80/hr
... * Assist with compliance and audits, benefits verifications/regulatory inquiries, and required notices/communications; stay current on retirement plan regulations and best practices. Why This Role ...
Retirement Plan Advisor
Springfield, MA · On-site +1
$79.40K - $112.18K/yr
This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan ...
Retirement Plan Advisor
Springfield, MA · On-site +1
$79.40K - $112.18K/yr
This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan ...
Retirement Plan Processor
$19 - $25.60/hr
Completion of ASPPA's Retirement Plan Fundamentals courses (RPR) * Assist with various operational projects as deemed necessary by supervisor/manager Ancillary Duties: As an integral member of the ...
Quick apply
Retirement Plan Processor
$19 - $25.60/hr
Completion of ASPPA's Retirement Plan Fundamentals courses (RPR) * Assist with various operational projects as deemed necessary by supervisor/manager Ancillary Duties: As an integral member of the ...
Retirement Plan Associate
Chicago, IL · On-site +1
$23.50/hr
Retirement Plan Associate (Entry Level) Alliance Pension Consultants, LLC Hybrid | Full-Time What ... Ongoing Administrator Support * Assist with quarterly participant statement production. * Reconcile ...
Retirement Plan Associate
Chicago, IL · On-site +1
$23.50/hr
Retirement Plan Associate (Entry Level) Alliance Pension Consultants, LLC Hybrid | Full-Time What ... Ongoing Administrator Support * Assist with quarterly participant statement production. * Reconcile ...
Retirement Plan Assistant information
What are the key skills and qualifications needed to thrive as a Retirement Plan Assistant, and why are they important?
What are some common challenges faced by Retirement Plan Assistants and how can they be addressed?
What does a Retirement Plan Assistant do?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 21 days ago
Corebridge Financial rating
9.3
Based on 8 frontline employees who took The Breakroom Quiz
14th of 259 rated insurance
Job description
At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
- We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
- We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
- We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
- We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too.
About the Role
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings.
Responsibilities
- Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
- Actively participate in benefit fairs and new employee orientations.
- Participate in the annual plan review and financial education planning process.
- Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates
- Meet with participants and eligible employees to educate employees regarding plan participation.
- Travel dependent on your territory may be required for new plan enrollments.
To help you get started, we offer you the resources needed to build your own success:
- This is a salary paid position with bonus potential
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
- Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
- Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
- High school diploma or GED required; Bachelor's Degree preferred
- Series 7, Series 66 preferred and appropriate state insurance licenses required
- CFP, ChFC or similar designations desirable
- Must have excellent presentation skills
- Bilingual Spanish/English skills a plus
Work Location
- This position is currently designated as remote.
Estimated Travel
- May include up to 25% travel.
This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
- Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
- Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
- Employee Assistance Program: Confidential counseling services and resources are available to all employees.
- Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
- Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: www.corebridgefinancial.com
Functional Area:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
The Variable Annuity Life Insurance Company
About Corebridge Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Houston, TX, US
Year founded
1998