Job Summary: The Project Manager, reporting to the Director of Project Management Office (PMO), will plan, organize, monitor, and control projects, ensuring projects are completed on time, within budget, and meet project objectives. Manages project tasks and oversees...
Job Summary: The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention,...
Job Summary: All retirement plans must satisfy annual coverage, non-discrimination, and disclosure requirements on an annual basis. This position is mainly responsible for supporting employer contributions, coverage testing, nondiscrimination testing, and certain IRS...
Job Summary: As a Retirement Plan Manager, you will build strong working relationships with clients and advisors and utilize your experience in the 401(k) industry to ensure plan, and regulatory compliance. Responsibilities: Build strong relationships with clients...
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