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The Payroll & Transaction Specialist will handle payroll submissions, process distributions, prepare census files, manage contributions, and assist in office projects.

Oversee the accounts receivable team, manage invoicing and billing processes, resolve disputes, and ensure efficient operations. Lead the team towards automation improvements.

Manage annual administration of DB/cash balance plans, perform actuarial work and benefit calculations, mentor team members, and ensure quality control.

This role involves promoting services to financial advisors, conducting presentations, maintaining relationships, and analyzing market trends. Travel for training is required.

Manage client relationships for 401(k) plans, ensuring client retention and satisfaction while collaborating with internal teams. Requires extensive experience in 401(k) plan administration.

The Client Relationship Manager will maintain client relationships, manage workloads, consult on plan operations, and ensure timely notice distributions, focusing on 401(k) administration.

The Sales Consultant will promote retirement plan services, conduct presentations, build relationships, and analyze market trends in the Pacific Northwest region.

The Sales Consultant will identify investment professionals, maintain contacts, present solutions to plan sponsors, and build relationships while analyzing market trends.

Manage client relationships for MEPs, ensuring client retention, and coordinating with various departments for optimal service. Requires extensive 401(k) administration experience.

The Sales Consultant identifies investment professionals, maintains relationships with producers, and promotes consultancy services in the retirement plan market.