The Defined Benefit Consultant provides guidance on ERISA compliance and plan design, ensuring client issues are resolved promptly and accurately. They mentor coordinators and assist with all aspects of retirement plans including testing, document needs, and IRS deadlines.

The ERISA Analyst provides consulting and technical analysis on retirement plans, conducting document reviews, drafting documents, and managing special projects, while enhancing industry knowledge through continuing education.

The role focuses on driving automation initiatives and delivering analytics through Lean/Six Sigma methodologies, collaborating with stakeholders and enhancing business processes.

The Content Specialist develops and oversees marketing content, collaborates with stakeholders, ensures effective messaging, and utilizes AI tools, focusing on user experience across various media.

The Sales Consultant will drive sales and develop relationships with financial professionals, focusing on retirement plan solutions and industry trends.

Lead a team managing Nonqualified Deferred Compensation (NQDC) and Corporate Owned Life Insurance (COLI) casework, ensuring alignment with business goals while fostering client relationships and improving processes.

The Technical Lead will manage document processes for retirement plans, ensuring timely delivery and identifying automation opportunities. Responsibilities include training, project management, process improvement, and risk escalation while maintaining data confidentiality.

The Vice President of Software Engineering leads cross-functional teams to enhance operational efficiency, drive innovation, and ensure quality in software delivery, while influencing enterprise technology strategy.

Review and certify client actuarial deliverables, ensuring quality and compliance with pension laws and regulations. Provide technical support and training to staff while protecting confidential data.

The Investment Analyst develops and maintains oversight programs, provides analytic support to the Investment Committee, and ensures compliance with investment policies, among other responsibilities.

Manage relationships with elite advisor plan clients, ensuring excellent service, retention, and cross-selling opportunities through effective communication and problem resolution.

The Communications Consultant focuses on educating clients about nonqualified retirement plans. Responsibilities include creating communication campaigns, writing materials, working with Marketing, and ensuring compliance and accuracy of communications.

The Senior Education Consultant provides communication and education support for retirement plans, collaborating with teams to enhance client experiences and achieve objectives through targeted initiatives.

The Paralegal will assist attorneys with document management, regulatory responses, retirement plan document drafting, and ensuring compliance with DOL and IRS regulations.

Responsible for accurate monthly invoicing, audit, reconciliation, processing termination plans, and addressing billing inquiries while adhering to Sarbanes-Oxley requirements.

The Operations Associate supports internal and external clients by processing operational tasks, ensuring timely and accurate document handling, and meeting service level agreements.

As a Software Engineer, you will design, develop, and maintain .NET applications, including migrating legacy systems, with a focus on quality code and continuous improvement.

The Project Coordinator supports project planning and execution, coordinates meetings, manages documentation, and maintains communication between teams to ensure projects are completed on time and within budget.

Responsible for reviewing client deliverables related to pension law, actuarial valuations, and compliance ensuring service standards are met.

The Content Specialist will develop and execute marketing content across various channels focusing on user experience and business objectives. Responsibilities include managing communications, crafting messaging, and utilizing AI tools to enhance engagement.