3w
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Defined Contribution Senior Consultant
United States or Boston or Greenwood Village or Covington or New York or Westlake or Merrimack or Chicago or Smithfield or San Francisco
$110k-$222k/yr RemoteFull Time
12+ YOE12+ years in retirement benefits or consulting, bachelor’s degree preferred (quantitative fields), deep DC plan design and regulatory knowledge, strong client relationship and communication skills; QKA/QKC/CPC/CEBS a plus.
1w
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Director of Content
Boston, Massachusetts, United States
$150k-$175k/yr HybridFull Time
8+ YOEBachelor's degree and 8+ years editorial/content experience in financial services or defined contribution; strong writing, editorial management, regulatory review knowledge, and stakeholder management.
1w
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Compliance Analyst
Boston or Halifax
$73k-$122k/yr HybridFull Time
4+ YOEBachelor's in finance/business, 4+ years financial services experience, knowledge of Form 5500 and defined contribution compliance testing, ability to prioritize and apply technical rules accurately.
2w
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Retirement Plan Consultant
Wakefield, Massachusetts, United States
$65k-$85k/yr HybridFull Time
3+ YOE3+ years defined contribution plan administration experience with TPA focus; knowledge of 401(k)/403(b)/profit sharing/defined benefit plans; retirement plan compliance testing; intermediate-advanced Microsoft Excel; Relius experience preferred; QKA progress preferred.
Microsoft Excel, Relius Administration
1mo
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Voya
Braintree or Needham
OnsiteFull Time
Registered representative with defined contribution plan experience; Series 6 and Series 63 (7 & 66 preferred); Life & Health insurance; ability to prospect, educate participants, and conduct seminars.
1w
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Operations Specialist
Boston or Toronto or Halifax
$62k-$103k/yr HybridFull Time
3+ YOEBachelor\u0019s degree, 3+ years in financial services operations, 1+ year in defined contribution plan administration, ability to read 401(k) plan documents, strong data analysis and technology skills.
Parts+
2d
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Plan Consultant
Smithfield, Rhode Island, United States
OnsiteFull Time
Experience with defined contribution retirement plans and ERISA, strong contract negotiation, college degree or equivalent preferred, CPA/CEBS/ERPA/ASPPA preferred, Microsoft Office/Zoom/Teams/Salesforce/Plan Central/XTRAC familiarity.
Microsoft Office, Zoom, Microsoft Teams, Salesforce, Plan Central, XTRAC
2d
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Sr. Plan Consultant
Smithfield, Rhode Island, United States
OnsiteFull Time
Experience with defined contribution/401(k)/403(b) plans and ERISA issues; strong contract negotiation, communication and client management; college degree preferred; CPA/CEBS/ERPA/ASPPA a plus; Microsoft Office, Zoom, Teams, Salesforce, Plan Central, XTRAC familiarity.
Microsoft Office, Zoom, Microsoft Teams, Salesforce, Plan Central, XTRAC