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 ...
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 ...
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
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 ...
Retirement Services Representative
Columbus, OH · On-site
$20 - $22/hr
The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and ... Ability to multi-task and manage time effectively. * Ability to establish and maintain positive ...
Quick apply
Retirement Services Representative
Columbus, OH · On-site
$20 - $22/hr
The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and ... Ability to multi-task and manage time effectively. * Ability to establish and maintain positive ...
Manage the generation, integrity, and delivery of scheduled and ad-hoc data reporting; organize and ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
Manage the generation, integrity, and delivery of scheduled and ad-hoc data reporting; organize and ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
Manage the generation, integrity, and delivery of scheduled and ad-hoc data reporting; organize and ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
Manage the generation, integrity, and delivery of scheduled and ad-hoc data reporting; organize and ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
Manage the generation, integrity, and delivery of scheduled and ad-hoc data reporting; organize and ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
Manage the generation, integrity, and delivery of scheduled and ad-hoc data reporting; organize and ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
Manage the generation, integrity, and delivery of scheduled and ad-hoc data reporting; organize and ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
Manage the generation, integrity, and delivery of scheduled and ad-hoc data reporting; organize and ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
Manage the generation, integrity, and delivery of scheduled and ad-hoc data reporting; organize and ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
Manage the generation, integrity, and delivery of scheduled and ad-hoc data reporting; organize and ... Direct experience with retirement plans (e.g., 401(k)) is a plus, but we are fully open to training ...
Senior Retirement Plan Consultant
Columbus, OH · Remote
$80K - $120K/yr
Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask ...
Senior Retirement Plan Consultant
Columbus, OH · Remote
$80K - $120K/yr
Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask ...
Senior Retirement Plan Consultant
Columbus, OH · Remote
$80K - $120K/yr
Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask ...
Quick apply
Senior Retirement Plan Consultant
Columbus, OH · Remote
$80K - $120K/yr
Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask ...
Senior Retirement Plan Consultant
Columbus, OH · Remote
$80K - $120K/yr
Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask ...
Senior Retirement Plan Consultant
Columbus, OH · Remote
$80K - $120K/yr
Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask ...
VP, Retirement Plan Services
Columbus, OH · On-site
Responsible for overall relationship management with a focus on client satisfaction and retention ... Knowledge, Skills and Abilities: • 5 years + experience in a retirement sales capacity. • ...
VP, Retirement Plan Services
Columbus, OH · On-site
Responsible for overall relationship management with a focus on client satisfaction and retention ... Knowledge, Skills and Abilities: • 5 years + experience in a retirement sales capacity. • ...
Sales Leader, Retirement & Benefit Solutions
Columbus, OH · On-site
$160K - $215K/yr
Retirement and Benefits Solutions (RBS) improves the financial health and well-being for ... Accountable for team success against annual sales targets set with management * Provide strong ...
Sales Leader, Retirement & Benefit Solutions
Columbus, OH · On-site
$160K - $215K/yr
Retirement and Benefits Solutions (RBS) improves the financial health and well-being for ... Accountable for team success against annual sales targets set with management * Provide strong ...
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 ...
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 ...
Retirement Services Associate Location: Columbus, OH 43219 Duration: 12 Months The Retirement ... Meet team and department service goals as established by MSSN management. Skills required:
Quick apply
Retirement Services Associate Location: Columbus, OH 43219 Duration: 12 Months The Retirement ... Meet team and department service goals as established by MSSN management. Skills required:
Retirement Customer Service in Columbus, OH 43219
Columbus, OH · On-site
$22/hr
Operations Support (Retirement Customer Service) Location: Columbus, OH 43219 Duration: 12+ Months ... Skills required: · Attention to detail. · Ability to multi-task and manage time effectively. · ...
Quick apply
Retirement Customer Service in Columbus, OH 43219
Columbus, OH · On-site
$22/hr
Operations Support (Retirement Customer Service) Location: Columbus, OH 43219 Duration: 12+ Months ... Skills required: · Attention to detail. · Ability to multi-task and manage time effectively. · ...
FINRA Supervisory Specialist - PNC Wealth Management
Columbus, OH · On-site
$45K - $142K/yr
We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for ...
FINRA Supervisory Specialist - PNC Wealth Management
Columbus, OH · On-site
$45K - $142K/yr
We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for ...
Maintenance Manager
Hilliard, OH · On-site
Company Description At Spectrum Retirement Communities we believe in living without limits, in ... The Manager, Maintenance is responsible for organizing and executing the general operating ...
Maintenance Manager
Hilliard, OH · On-site
Company Description At Spectrum Retirement Communities we believe in living without limits, in ... The Manager, Maintenance is responsible for organizing and executing the general operating ...
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 10 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.