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Provide payroll and administrative support for retirement plan accounts: submit payroll files, process RMDs/force-outs, prepare census and notice mailings, reconcile contributions, confirm participant transactions, assist with data entry and account manager support, and run payroll/distribution reviews.

The Staff Accountant II role involves managing reconciliations, resolving discrepancies, maintaining accurate records, and supervising junior accountants, while navigating multiple software systems effectively.

Manage complex 401(k) plans and client relationships, ensure compliance with testing regulations, and maintain high client retention rates while providing exceptional service.

The Staff Accountant IV will manage reconciliations, troubleshoot system discrepancies, support month-end closes, and improve accounting processes while coordinating with internal teams.

The Accounting Manager will supervise the accounting team, ensure timely financial reports, develop procedures, and maintain accounting accuracy across multiple entities.

As an Implementation Specialist, you'll onboard clients, manage relationships, coordinate data collection, and ensure an excellent client experience during the implementation phase of retirement plans.

The Sales Consultant is responsible for identifying investment professionals, promoting services, maintaining client relationships, and participating in presentations and sales training.

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.

Manage client relationships for tax-exempt 401(k) plans, ensuring compliance and service excellence, while collaborating with various teams.