The Loans & Distributions Specialist processes participant withdrawals, manages inquiries, maintains databases, and trains on pension administration software.

The Payroll Client Success Specialist manages client relationships for up to 150 accounts, ensures smooth payroll processes, resolves issues, and delivers exceptional customer service.

The Reviewing Actuary will perform and review actuarial valuations for Defined Benefit and Cash Balance plans, conduct non-discrimination testing, and prepare various government filings. This role requires expertise in small plan actuarial experience and effective client communication.

The Sales Operations Manager strengthens sales infrastructure by optimizing HubSpot CRM, designing scalable sales processes, managing sales reporting, and integrating cross-functional efforts to improve operations and revenue growth.

Manage a caseload of defined benefit and cash balance plans, overseeing compliance testing, government reporting, and client inquiries. Support plan design and contribute to the growth of the financial services firm.

The Enrolled Actuary will manage DB plans, ensure compliance, conduct testing, and provide client guidance on plan design and regulations.