We are looking for an experienced individual to help manage and support our retirement team ... This role ensures plans remain compliant with federal regulations, prepares plan documents ...
We are looking for an experienced individual to help manage and support our retirement team ... This role ensures plans remain compliant with federal regulations, prepares plan documents ...
Senior Retirement Plan Consultant
Columbus, OH · Remote
$80K - $120K/yr
Remote - Indiana / Kentucky Who We Are: At Mutual of America Financial Group, we help people build ... Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten ...
Senior Retirement Plan Consultant
Columbus, OH · Remote
$80K - $120K/yr
Remote - Indiana / Kentucky Who We Are: At Mutual of America Financial Group, we help people build ... Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten ...
Senior Retirement Plan Consultant
Columbus, OH · Remote
$80K - $120K/yr
Remote - Indiana / Kentucky Who We Are: At Mutual of America Financial Group, we help people build ... Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten ...
Senior Retirement Plan Consultant
Columbus, OH · Remote
$80K - $120K/yr
Remote - Indiana / Kentucky Who We Are: At Mutual of America Financial Group, we help people build ... Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten ...
Senior Retirement Plan Consultant
Columbus, OH · Remote
$80K - $120K/yr
Remote - Indiana / Kentucky Who We Are: At Mutual of America Financial Group, we help people build ... Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten ...
Quick apply
Senior Retirement Plan Consultant
Columbus, OH · Remote
$80K - $120K/yr
Remote - Indiana / Kentucky Who We Are: At Mutual of America Financial Group, we help people build ... Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten ...
VP, Retirement Plan Services
Columbus, OH · On-site
Responsible for overall relationship management with a focus on client satisfaction and retention ... Why USI? USI Consulting Group (USICG) is an industry-leading, full-service retirement plan ...
VP, Retirement Plan Services
Columbus, OH · On-site
Responsible for overall relationship management with a focus on client satisfaction and retention ... Why USI? USI Consulting Group (USICG) is an industry-leading, full-service retirement plan ...
Retirement Manager
Marysville, OH · On-site
$100 - $130/hr
Remote Eligible up to 20% Career Level: 5 Job Grade: Exempt-4 Job Purpose Leads the regional ... Supports plan investment monitoring, forecasting, budgeting, and fiduciary governance activities ...
New
Retirement Manager
Marysville, OH · On-site
$100 - $130/hr
Remote Eligible up to 20% Career Level: 5 Job Grade: Exempt-4 Job Purpose Leads the regional ... Supports plan investment monitoring, forecasting, budgeting, and fiduciary governance activities ...
New
Manager of Retirement Services
Columbus, OH · On-site
$112K - $112K/yr
The Manager of Retirement Services is responsible for direct supervision of the Retirement Plan Consultants and serving as a leader and resource to Retirement Plan Administrators and staff regarding ...
Manager of Retirement Services
Columbus, OH · On-site
$112K - $112K/yr
The Manager of Retirement Services is responsible for direct supervision of the Retirement Plan Consultants and serving as a leader and resource to Retirement Plan Administrators and staff regarding ...
Manager of Retirement Services
$112K - $112K/yr
The Manager of Retirement Services is responsible for direct supervision of the Retirement Plan Consultants and serving as a leader and resource to Retirement Plan Administrators and staff regarding ...
Manager of Retirement Services
$112K - $112K/yr
The Manager of Retirement Services is responsible for direct supervision of the Retirement Plan Consultants and serving as a leader and resource to Retirement Plan Administrators and staff regarding ...
... plan reporting. * Data Integrity & Audits: Manage the generation, integrity, and delivery of ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
... plan reporting. * Data Integrity & Audits: Manage the generation, integrity, and delivery of ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
... plan reporting. * Data Integrity & Audits: Manage the generation, integrity, and delivery of ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
... plan reporting. * Data Integrity & Audits: Manage the generation, integrity, and delivery of ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
... plan reporting. Data Integrity & Audits: Manage the generation, integrity, and delivery of ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
... plan reporting. Data Integrity & Audits: Manage the generation, integrity, and delivery of ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
... plan reporting. * Data Integrity & Audits: Manage the generation, integrity, and delivery of ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
... plan reporting. * Data Integrity & Audits: Manage the generation, integrity, and delivery of ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
Client Relationship Manager
Columbus, OH · Remote
$65K - $90K/yr
Ohio, Indiana, Kentucky (remote) Who We Are: At Mutual of America Financial Group, we help people ... Manage the day-to-day operations and servicing of group retirement plan clients * On an ongoing ...
Client Relationship Manager
Columbus, OH · Remote
$65K - $90K/yr
Ohio, Indiana, Kentucky (remote) Who We Are: At Mutual of America Financial Group, we help people ... Manage the day-to-day operations and servicing of group retirement plan clients * On an ongoing ...
Client Relationship Manager
Columbus, OH · Remote
$65K - $90K/yr
Ohio, Indiana, Kentucky (remote) Who We Are: At Mutual of America Financial Group, we help people ... Manage the day-to-day operations and servicing of group retirement plan clients * On an ongoing ...
Client Relationship Manager
Columbus, OH · Remote
$65K - $90K/yr
Ohio, Indiana, Kentucky (remote) Who We Are: At Mutual of America Financial Group, we help people ... Manage the day-to-day operations and servicing of group retirement plan clients * On an ongoing ...
Client Relationship Manager
Columbus, OH · Remote
$65K - $90K/yr
Ohio, Indiana, Kentucky (remote) Who We Are: At Mutual of America Financial Group, we help people ... Manage the day-to-day operations and servicing of group retirement plan clients * On an ongoing ...
Quick apply
Client Relationship Manager
Columbus, OH · Remote
$65K - $90K/yr
Ohio, Indiana, Kentucky (remote) Who We Are: At Mutual of America Financial Group, we help people ... Manage the day-to-day operations and servicing of group retirement plan clients * On an ongoing ...
Prior office management experience or basic understanding of accounting / office records management ... be remote * Medical and Dental Insurance from Day 1 * Retirement Plan Consulting and set up * 20 ...
Prior office management experience or basic understanding of accounting / office records management ... be remote * Medical and Dental Insurance from Day 1 * Retirement Plan Consulting and set up * 20 ...
Join our Retirement Solutions Financial Reporting team and help shape how we measure and manage ... in plan guarantee products). * Maintain and enhance GGY AXIS models and related tools ensuring ...
Join our Retirement Solutions Financial Reporting team and help shape how we measure and manage ... in plan guarantee products). * Maintain and enhance GGY AXIS models and related tools ensuring ...
Join our Retirement Solutions Financial Reporting team and help shape how we measure and manage ... in plan guarantee products). * Maintain and enhance GGY AXIS models and related tools ensuring ...
Join our Retirement Solutions Financial Reporting team and help shape how we measure and manage ... in plan guarantee products). * Maintain and enhance GGY AXIS models and related tools ensuring ...
Join our Retirement Solutions Financial Reporting team and help shape how we measure and manage ... in plan guarantee products). * Maintain and enhance GGY AXIS models and related tools ensuring ...
Join our Retirement Solutions Financial Reporting team and help shape how we measure and manage ... in plan guarantee products). * Maintain and enhance GGY AXIS models and related tools ensuring ...
Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and ... Presents all retirement plan and flexible spending account products and services of Paychex to ...
Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and ... Presents all retirement plan and flexible spending account products and services of Paychex to ...
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 15 days ago
Job description
The Siekmann Company is a Retirement and Benefits consulting firm located in Columbus, Ohio. Our primary focus is to work with small and mid-size businesses to provide retirement plan and employee benefit solutions utilizing innovative technology to help employees and employers experience success in offering these programs. We are looking for an experienced individual to help manage and support our retirement team practice. This person works well with others, is accountable, honest, detail oriented, and eager to achieve success. The ideal candidate is a self-motivated and a well-organized individual who has a deep understanding of service and developing strong relationships with clients. Knowledge and experience in the retirement or 401(k) industry or related industry required. Flexible work environment with opportunities for career growth.
Job Summary:
The TPA is responsible for the day-to-day administration of retirement plans such as 401(k) and profit-sharing plans. This role ensures plans remain compliant with federal regulations, prepares plan documents, analyzes census data, calculates employer contributions, completes compliance testing, prepares required filings, problem solves and serves as a liaison between plan sponsors, recordkeepers, and financial advisors.
Duties and Responsibilities:
Required Skills and Qualifications
Benefits
GBQ participates in E-Verify.
Job Summary:
The TPA is responsible for the day-to-day administration of retirement plans such as 401(k) and profit-sharing plans. This role ensures plans remain compliant with federal regulations, prepares plan documents, analyzes census data, calculates employer contributions, completes compliance testing, prepares required filings, problem solves and serves as a liaison between plan sponsors, recordkeepers, and financial advisors.
Duties and Responsibilities:
- Represent our brand and company according to our values and ethics
- Treat clients, coworkers, and business partners with respect and courtesy at all times
- Support and manage a portfolio of retirement plans (401(k), Profit Sharing, Cash Balance) to ensure execution of administrative actions, Plan compliance requirements and government reporting.
- Support administration team to perform annual financial valuations, nondiscrimination testing (Coverage Testing, ADP/ACP, Top-Heavy), and necessary tax filings such as IRS Form 5500s.
- Review plan contributions, financials and perform year end reconciliation of plan contributions.
- Coordinate plan design and setup requirements including drafting and amending plan documents during plan conversions, terminations, and mergers.
- Prepare and distribute required annual notices and disclosures.
- Serve as the primary point of contact for plan sponsor, advisor, and custodian inquiries.
- Provide technical guidance on plan design and regulatory updates.
- Coordinate with CPAs, investment advisors, Plan Auditors, recordkeepers and legal counsel
Required Skills and Qualifications
- Bachelor's degree or equivalent experience preferred.
- 3 years of retirement industry or related industry (accounting, human resources, or financial) experience required.
- Excellent written and verbal communication skills.
- Must be detail-oriented, analytical, and organized
- Proficient in MS Office applications, such as Word, Excel, PowerPoint, etc.
- Experience reconciling financial statements and identifying discrepancies preferred
- Must be legally eligible to work in the country in which you are hired.
Benefits
- 401(k) with Company Match
- Medical, Dental, Vision, Life and Disability Benefits
- Flexible hours and working environment
- Paid Holidays and PTO
GBQ participates in E-Verify.