The role involves managing 80-100 retirement plans, performing compliance testing, preparing filings, and providing client support. Requires strong analytical skills and retirement plan knowledge.

The Loans and Distributions Associate processes participant loans and distributions, ensures compliance with ERISA rules, and provides client support and communication.

Manage a portfolio of 60-75 retirement plans, ensure compliance with legislative requirements, perform testing and reporting, and provide excellent client service.

Administer and manage 80-100 401(k) plans, maintain regulatory compliance, conduct non-discrimination testing, and provide client support.

As a Regional Sales Representative, you'll drive growth initiatives by establishing partnerships, developing strategies, and maintaining client relationships in the retirement services sector.

The Pension Administrator manages client caseloads, compliance testing, contribution calculations, government reporting, and provides client guidance on plan design and legislative requirements.