The Siekmann Company is a Retirement and Benefits consulting firm located in Columbus, Ohio. Our ... Coordinate with CPAs, investment advisors, Plan Auditors, recordkeepers and legal counsel Required ...
The Siekmann Company is a Retirement and Benefits consulting firm located in Columbus, Ohio. Our ... Coordinate with CPAs, investment advisors, Plan Auditors, recordkeepers and legal counsel Required ...
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies ...
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies ...
Retirement Services Representative
Columbus, OH · On-site
$20 - $22/hr
The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and retirement account support to Brokerage financial advisors and branch employees. * The team responds to a ...
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Retirement Services Representative
Columbus, OH · On-site
$20 - $22/hr
The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and retirement account support to Brokerage financial advisors and branch employees. * The team responds to a ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
OH · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
OH · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Financial Advisor
Columbus, OH · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Fully company-funded retirement package and pension plan * Competitive and comprehensive medical ...
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies ...
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies ...
Retirement Advisor information
See salary details
$12.02 - $15.06
6% of jobs
$15.06 - $18.09
15% of jobs
$18.73 is the 25th percentile. Wages below this are outliers.
$18.09 - $21.13
19% of jobs
The median wage is $23.06 / hr.
$21.13 - $24.17
16% of jobs
$24.17 - $27.21
15% of jobs
$28.50 is the 75th percentile. Wages above this are outliers.
$27.21 - $30.24
11% of jobs
$30.24 - $33.28
7% of jobs
$33.28 - $36.32
5% of jobs
$36.32 - $39.36
2% of jobs
$39.36 - $42.40
2% of jobs
$42.40 - $45.43
2% of jobs
$12
$25
$45
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 21 days ago
Job description
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.