As the Retirement Plan Administration Manager & Consultant , you will serve as the primary relationship manager for a portfolio of retirement plan clients and responsible for delivering high-quality ...
As the Retirement Plan Administration Manager & Consultant , you will serve as the primary relationship manager for a portfolio of retirement plan clients and responsible for delivering high-quality ...
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 ...
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
$108K - $108K/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
$108K - $108K/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 ...
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 ...
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 ...
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
$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
$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 ...
Essential Activities and Tasks Operations Management - 75% Performs day-to-day culinary functions to serve meals and snacks that are palatable and appetizing in appearance that provides residents ...
Essential Activities and Tasks Operations Management - 75% Performs day-to-day culinary functions to serve meals and snacks that are palatable and appetizing in appearance that provides residents ...
Essential Activities and Tasks Operations Management - 75% Performs day-to-day culinary functions to serve meals and snacks that are palatable and appetizing in appearance that provides residents ...
Essential Activities and Tasks Operations Management - 75% Performs day-to-day culinary functions to serve meals and snacks that are palatable and appetizing in appearance that provides residents ...
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Retirement Plan Administration Manager & Consultant
Columbus, OH • On-site
Other
Re-posted 9 days ago
Job description
As the Retirement Plan Administration Manager & Consultant, you will serve as the primary relationship manager for a portfolio of retirement plan clients and responsible for delivering high-quality plan administration, compliance oversight, and consulting support. In this role, you will manage day-to-day administration for assigned plans, review compliance testing and government filings, interpret plan provisions, support year-end and audit processes, and collaborate with plan sponsors, advisors, auditors, and other service providers to ensure accurate and timely service.
WHAT YOU'LL DO
- Manage a portfolio of qualified retirement plan third-party administration client relationships as the primary point of contact
- Oversee all aspects of administration for an assigned block of retirement plans
- Consult with plan sponsors and advisors on plan-related matters and operational issues
- Interpret plan document provisions and recommend plan design or administrative improvements
- Collaborate with clients, advisors, auditors, and other service providers to resolve issues and support plan administration
- Review annual compliance testing, including coverage, nondiscrimination, and top-heavy testing
- Review employer contributions and reconcile trust accounts
- Review annual government filings, participant statements, and related regulatory reporting
- Review plan transactions, including loans, distributions, required minimum distributions (RMDs), and Qualified Domestic Relations Order (QDROs)
- Conduct census reconciliation by requesting missing information, clarifying discrepancies, and ensuring complete and accurate data
- Identify and resolve trust accounting discrepancies, including missing contributions, incorrect amounts, and misapplied payments
- Support year-end activities, including force-out packages and required minimum distributions for eligible participants
- Assist auditors and clients with data requests and audit support activities
- Participate in process improvement initiatives, team projects, and ongoing professional development
- Stay current on retirement plan regulations through continuing education and research
About Schneider Downs & Co.
Sourced by ZipRecruiter
Industry
Accounting services
Company size
501 - 1,000 Employees
Headquarters location
Pittsburgh, PA, US
Year founded
1956