Participating in team meetings, training, and ongoing professional development related to retirement plan administrationCollaborate closely with Client Service Associate(s) to ensure task and ...
Participating in team meetings, training, and ongoing professional development related to retirement plan administrationCollaborate closely with Client Service Associate(s) to ensure task and ...
Participating in team meetings, training, and ongoing professional development related to retirement plan administrationCollaborate closely with Client Service Associate(s) to ensure task and ...
Participating in team meetings, training, and ongoing professional development related to retirement plan administrationCollaborate closely with Client Service Associate(s) to ensure task and ...
About the Role The Retirement Plan Consultant will provide objective guidance that is aligned with ... May include up to 25% travel. #LI-SAFG #LI-LR1 This role is deemed a "covered associate" under SEC ...
About the Role The Retirement Plan Consultant will provide objective guidance that is aligned with ... May include up to 25% travel. #LI-SAFG #LI-LR1 This role is deemed a "covered associate" under SEC ...
VP, Retirement Plan Services
Phoenix, AZ · On-site
Institutional and retirement plan sales experience strongly preferred. * Bachelor's degree ... In addition to competitive pay, incentives, and benefits, USI recognizes associates through our ...
VP, Retirement Plan Services
Phoenix, AZ · On-site
Institutional and retirement plan sales experience strongly preferred. * Bachelor's degree ... In addition to competitive pay, incentives, and benefits, USI recognizes associates through our ...
VP, Retirement Plan Services
Phoenix, AZ · On-site
Institutional and retirement plan sales experience strongly preferred. * Bachelor's degree ... USI offers employee programs that recognize outstanding achievement and help our associates lead ...
VP, Retirement Plan Services
Phoenix, AZ · On-site
Institutional and retirement plan sales experience strongly preferred. * Bachelor's degree ... USI offers employee programs that recognize outstanding achievement and help our associates lead ...
Be Seen First
Position Summary The Senior Retirement Plan Specialist (CSM) serves as the primary relationship ... Collaborate closely with Client Service Associate(s) to ensure task and responsibilities are ...
Quick apply
Be Seen First
Position Summary The Senior Retirement Plan Specialist (CSM) serves as the primary relationship ... Collaborate closely with Client Service Associate(s) to ensure task and responsibilities are ...
Collaborate closely with Client Service Associate(s) to ensure task and responsibilities are ... Retirement Plan: 401(k) with company match * Paid Time Off: PTO, Holidays, Parental leave and Sick ...
Collaborate closely with Client Service Associate(s) to ensure task and responsibilities are ... Retirement Plan: 401(k) with company match * Paid Time Off: PTO, Holidays, Parental leave and Sick ...
Collaborate closely with Client Service Associate(s) to ensure task and responsibilities are ... Retirement Plan: 401(k) with company match * Paid Time Off: PTO, Holidays, Parental leave and Sick ...
Collaborate closely with Client Service Associate(s) to ensure task and responsibilities are ... Retirement Plan: 401(k) with company match * Paid Time Off: PTO, Holidays, Parental leave and Sick ...
Collaborate closely with Client Service Associate(s) to ensure task and responsibilities are ... Retirement Plan: 401(k) with company match * Paid Time Off: PTO, Holidays, Parental leave and Sick ...
Collaborate closely with Client Service Associate(s) to ensure task and responsibilities are ... Retirement Plan: 401(k) with company match * Paid Time Off: PTO, Holidays, Parental leave and Sick ...
Collaborate closely with Client Service Associate(s) to ensure task and responsibilities are ... Retirement Plan: 401(k) with company match * Paid Time Off: PTO, Holidays, Parental leave and Sick ...
Collaborate closely with Client Service Associate(s) to ensure task and responsibilities are ... Retirement Plan: 401(k) with company match * Paid Time Off: PTO, Holidays, Parental leave and Sick ...
Retirement Consultant
Phoenix, AZ · On-site +1
$55K - $76K/yr
... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
Phoenix, AZ · On-site +1
$55K - $76K/yr
... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
Phoenix, AZ · On-site +1
$55K - $76K/yr
... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
Phoenix, AZ · On-site +1
$55K - $76K/yr
... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Associate Retirement Client Advisor
Phoenix, AZ · On-site
$59K - $86K/yr
Prepares plan and Investment reviews for prospect/client meetings. * Monitors client plan metrics based on recordkeeping data, investment policies, and stated plan goals and objectives. * Monitors ...
Associate Retirement Client Advisor
Phoenix, AZ · On-site
$59K - $86K/yr
Prepares plan and Investment reviews for prospect/client meetings. * Monitors client plan metrics based on recordkeeping data, investment policies, and stated plan goals and objectives. * Monitors ...
Associate Retirement Client Advisor
Phoenix, AZ · On-site
$59K - $86K/yr
Prepares plan and Investment reviews for prospect/client meetings. * Monitors client plan metrics based on recordkeeping data, investment policies, and stated plan goals andobjectives. * Monitors and ...
Associate Retirement Client Advisor
Phoenix, AZ · On-site
$59K - $86K/yr
Prepares plan and Investment reviews for prospect/client meetings. * Monitors client plan metrics based on recordkeeping data, investment policies, and stated plan goals andobjectives. * Monitors and ...
Client Service Center Associate - Retirement and Benefits
Phoenix, AZ · On-site
$21 - $22/hr
Client Service Associates educate, troubleshoot and address issues, provide support, and offer ... Inbound calls will cover a wide range of topics including retirement plan specific provisions, IRS ...
Client Service Center Associate - Retirement and Benefits
Phoenix, AZ · On-site
$21 - $22/hr
Client Service Associates educate, troubleshoot and address issues, provide support, and offer ... Inbound calls will cover a wide range of topics including retirement plan specific provisions, IRS ...
Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance ...
Quick apply
Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance ...
Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance ...
Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance ...
Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance ...
Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance ...
Associate Retirement Client Advisor
Phoenix, AZ · On-site
$59 - $87/hr
As the Associate Retirement Client Advisor, you will provide ongoing support to the RPS team and ... Prepares plan and Investment reviews for prospect/client meetings. Monitors client plan metrics ...
Associate Retirement Client Advisor
Phoenix, AZ · On-site
$59 - $87/hr
As the Associate Retirement Client Advisor, you will provide ongoing support to the RPS team and ... Prepares plan and Investment reviews for prospect/client meetings. Monitors client plan metrics ...
Director, Retirement Planner - Phoenix, AZ
Phoenix, AZ · On-site
$180 - $260/hr
Our mission is to serve as a trusted partner for plan sponsors and participants, providing ... We are proud of our diverse and inclusive workplace where we respect and value our associates for ...
Director, Retirement Planner - Phoenix, AZ
Phoenix, AZ · On-site
$180 - $260/hr
Our mission is to serve as a trusted partner for plan sponsors and participants, providing ... We are proud of our diverse and inclusive workplace where we respect and value our associates for ...
Retirement Plan Associate information
See Goodyear, AZ salary details
$10.57 - $12.55
7% of jobs
$14.51 is the 25th percentile. Wages below this are outliers.
$12.55 - $14.54
18% of jobs
$14.54 - $16.53
18% of jobs
The median wage is $17.02 / hr.
$16.53 - $18.51
27% of jobs
$19.36 is the 75th percentile. Wages above this are outliers.
$18.51 - $20.50
11% of jobs
$20.50 - $22.48
3% of jobs
$22.48 - $24.47
2% of jobs
$24.47 - $26.45
2% of jobs
$26.45 - $28.44
5% of jobs
$28.44 - $30.43
3% of jobs
$30.43 - $32.41
3% of jobs
$10
$19
$32
How much do retirement plan associate jobs pay per hour?
What is a retirement plan associate?
How does a retirement plan associate typically collaborate with plan sponsors and participants?
What are the key skills and qualifications needed to thrive as a retirement plan associate, and why are they important?
What cities near Goodyear, AZ are hiring for Retirement Plan Associate jobs?
Cities near Goodyear, AZ with the most Retirement Plan Associate job openings:
Other
Medical, Dental, Vision, Life, Retirement, PTO
Posted 13 days ago
Job description
About UsVensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over $135B in annual payroll. As a "One Employer Solution” headquartered in Chandler, Arizona, Vensure helps thousands of businesses streamline and grow their operations with custom strategies that benefit both employers and employees. Find out more by visiting www.vensure.com .Position SummaryThe Senior Retirement Plan Specialist (CSM) serves as the primary relationship manager for employer-sponsored 401(k) plans, overseeing daily administration and ensuring accuracy, timeliness, and full compliance with ERISA and related regulations. This role guides clients through plan implementation, onboarding, and training, while providing ongoing support for plan design, eligibility, contributions, distributions, and annual compliance testing such as ADP/ACP and top-heavy reviews. The CSM also facilitates Form 5500 preparation, audit coordination, and plan amendments, proactively identifying and resolving issues to maintain fiduciary standards. The CSM plays a critical role in delivering a seamless and compliant retirement plan experience while fostering strong client relationships.Essential Duties and ResponsibilitiesServe as the primary relationship manager for assigned book of business.Oversee day-to-day administration and monitoring of contribution submissions, and contribution rate changes.Provide proactive and responsive support to employers, addressing questions and resolving issues related to plan operations, and any required corrections.Assist through the plan onboarding process, including the distribution of initial participant notices.Conduct employer training sessions to ensure understanding of plan responsibilities, processes and deadlines.Monitor and manage key compliance milestones including eligibility tracking, nondiscrimination testing (e.g., ADP/ACP, top-heavy, coverage), timely Form 5500 preparation, and coordination of plan audits to ensure adherence to ERISA and IRS regulations.Provide guidance to plan sponsors on fiduciary responsibilities, including interpretation of plan provisions, participant disclosures, and regulatory updates.Identify and assist with resolution of operational errors and compliance failures, including correction methods under IRS and DOL guidelines (e.g., EPCRS, VFCP).Collaborate with internal teams and external vendors (e.g., recordkeepers, TPAs, auditors, legal counsel) to ensure accurate plan administration, timely issue resolution, and seamless service delivery.Review and interpret plan documents to guide clients in accordance with plan provisions and regulatory requirements.Participating in team meetings, training, and ongoing professional development related to retirement plan administrationCollaborate closely with Client Service Associate(s) to ensure task and responsibilities are completed accurately and on time for assigned booked of business.Complete projects as assigned by supervisor.Marginal FunctionsSupport team initiatives and project-based work as required.Knowledge, Skills, and AbilitiesStrong customer service skills, with a professional and solution-oriented approachExcellent written and verbal communication skillsHigh attention to detailOrganizational and time management skillsProblem solving skillsProficiency with Microsoft Office, especially Excel, Word, and OutlookTeam player mentality, with a collaborative and adaptable approach to supporting broader service goals.Required Education & ExperienceCredential such as ASPPA or NIPA preferred; or willingness to earn one within 12 months.Physical, Mental, & Communication DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.Frequently required to sit; occasionally required to stand and walk.Specific vision abilities required include close vision, color vision, and ability to adjust focus.Frequently required to talk and hear.Moderate concentration/intensity, which includes prolonged mental effort.Average memory, taking into consideration the amount and type of information.Noise level in the work environment is usually moderate.Environmental ConditionsIndoor, office environment. May occasionally have moderate noise level from printers, or co-workers.DisclaimerThis job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employee will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.This position is eligible for the following benefits:Health Insurance: Medical, dental, and vision coverageRetirement Plan: 401(k) with company matchPaid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state lawOther Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.No matter what size your business is, VensureHR offers comprehensive HR and technology services such as payroll, employee benefits, compliance, and recruiting.
About VensureHR
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
501 - 1,000 Employees
Headquarters location
Chandler, AZ, US