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Retirement Plans Associate Jobs in Florida (NOW HIRING)

ASCENSUS

Retirement Service Consultant

Tampa, FL · On-site

Ascensus is the leading independent technology and service platform powering savings plans across ... associates to ensure client expectations are met and/or exceeded. Essential Duties and ...

Aionios LLC

Appellate Associate

Tallahassee, FL · On-site

$175K - $230K/yr

Appellate Associate Location: Tallahassee, FL Experience: 2-3 years Our client, an Am Law 200 full ... retirement plans, and professional development support. This is an excellent opportunity for an ...

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Retirement Plans Associate information

What does a retirement plans associate do?

A Retirement Plans Associate is responsible for administering and managing retirement plans, such as 401(k)s and pension plans, for organizations and their employees. They ensure compliance with federal regulations, answer participant questions, process contributions and distributions, and may assist with plan design and testing. Their role is essential in helping employees plan and save for retirement while ensuring the plan operates smoothly and meets legal requirements.

What skills and qualifications are needed to thrive as a retirement plans associate?

To thrive as a Retirement Plans Associate, you need strong knowledge of retirement plan regulations, financial principles, and typically a bachelor's degree in finance, business, or a related field. Familiarity with recordkeeping systems, compliance software, and professional certifications such as ASPPA or CEBS is often required. Excellent attention to detail, client communication, and problem-solving skills help you deliver accurate and responsive service. These abilities ensure regulatory compliance, client satisfaction, and effective administration of retirement plans.

What are common challenges retirement plans associates face when assisting clients with plan administration?

Retirement Plans Associates often encounter challenges such as navigating complex regulatory requirements, managing tight deadlines during plan year-end processes, and communicating technical plan details to clients who may not be familiar with retirement terminology. Staying updated on changing IRS and Department of Labor regulations is crucial, as errors can have significant compliance implications. Strong organizational skills and clear client communication are essential to ensure smooth plan administration and positive client experiences.

What are the most commonly searched types of Retirement Plans jobs in Florida?

The most popular types of Retirement Plans jobs in Florida are:

What are popular job titles related to Retirement Plans Associate jobs in Florida?

For Retirement Plans Associate jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Retirement Plans Associate jobs in Florida look for?

The top searched job categories for Retirement Plans Associate jobs in Florida are:

What cities in Florida are hiring for Retirement Plans Associate jobs?

Cities in Florida with the most Retirement Plans Associate job openings:

Retirement Plans Associate jobs near you

Plans Associate II

Palm Beach County, FL

West Palm Beach, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New

Job description

Administrative and professional work with duties related to planning or zoning functions. Performs preliminary review of planning or zoning applications and permits for compliance with the Comprehensive Plan and/or Land Development Regulations, and assists with hearings. Interacts frequently with the general public and agents, including receiving and disseminating information, maintaining databases intended for collecting, analyzing, and tracking data for various projects, monitoring performance measures, file management, and generating reports, including the review and preparation of plans, maps, and data. Work involves administrative duties that are time-sensitive and may be confidential in nature while exercising initiative and independent judgement to meet deadlines. Work is performed under general supervision and is reviewed through meetings, reports, and results achieved.
QUALIFICATIONS
This position requires qualified applicants to possess one of the following:
• Graduation from high school or an equivalent recognized certification; minimum of two (2) years of experience processing, preparing, or reviewing development-related applications or projects,
OR
• Graduation from high school or an equivalent recognized certification; minimum of two (2) years of experience working with a governmental agency.
PREFERRED QUALIFICATIONS
Preferred qualifications include:
• Experience with data analysis,
• Experience with Geographic Information Systems (GIS) map preparation,
• Experience with researching and analyzing information to form recommendations, and
• Customer service experience.
BENEFITS
Palm Beach County offers a competitive and comprehensive benefits package designed to support the well-being and financial security of our employees:
• Health, dental, vision, life, and disability Insurance
• Generous leave benefits: Vacation, sick leave, and 13 paid holidays annually
• Florida Retirement System (FRS): Choice of Pension Plan or Investment Plan
• 457(b) deferred compensation program
• Public Service Loan Forgiveness (PSLF): Eligible public service employment may qualify you for federal student loan forgiveness
• Paid parental leave
• Tuition reimbursement program
• Additional benefits and employee perks

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