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Retirement Plan Services Sales Representative Jobs

Mutual of America

Retirement Plan Specialist

Dallas, TX · On-site

$65K - $85K/yr

Today, we provide these services also to for-profit companies, as well as to governmental entities ... The Retirement Plan Specialist will represent Mutual of America Financial Group in a sales and ...

KerberRose S.C.

Retirement Plan Service Consultant

WI · On-site

KerberRose is a trusted advisor for accounting and wealth management services throughout Wisconsin ... KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to ...

SaveDay Inc

Retirement Plan Specialist

Sunnyvale, CA · On-site

This is a great opportunity for a right candidate who wants to be in the financial services ... Perform research as needed to respond to retirement plan questions * Prepare materials and ...

Hancock Whitney Bank

Represents the company in business activities and serves as a contact for clients, attorneys, CPAs ... Responsible for achieving sales goals set by management. * Establishes a calling program for ...

CBIZ

Retirement Plan Sales Consultant

Minneapolis, MN · Hybrid

CBZ) is a leading professional services advisor to middle-market businesses nationwide. With ... The ideal candidate will have a proven track record in retirement plan sales, strong industry ...

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Retirement Plan Services Specialist

Grand Rapids, MI • On-site

Doeren hew
See more jobs at Doeren hewexternal

Other

Retirement

Posted 10 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, internal systems, and coordinate with recordkeepers, financial advisors, and clients.

Job description

Career Opportunities with Doeren Mayhew CPAs and Advisors

A great place to work.

Careers At Doeren Mayhew CPAs and Advisors

Are you ready for new challenges and new opportunities?

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:

  • 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.

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