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Manage a portfolio of 401(k) plans, perform compliance testing and deliver recommendations on plan design while ensuring operational compliance with ERISA regulations.

The Help Desk Specialist provides Tier 1 and Tier 2 support, troubleshooting Microsoft Office 365 issues, managing user accounts, ensuring network security, and delivering excellent customer service.

The Regional Sales Consultant develops new business and strengthens distribution relationships in retirement plan services, focusing on advisors and key industry partners.

The Accounting Intern will assist with accounts payable and receivable, month-end closing procedures, financial reporting, reconciliations, and compliance with accounting standards.

The Enrolled Actuary will provide actuarial and consulting services for Defined Benefit and Defined Contribution plans, ensuring compliance and optimizing plan design while collaborating with clients and internal teams.

The Internal Business Development Consultant drives growth by managing inbound leads, engaging financial advisors, and collaborating with the sales team to transition opportunities.

The Revenue Accountant will ensure accurate revenue recognition under ASC 606, manage accruals, monitor accounts receivable, and support the monthly financial close process.

Manage and administer a portfolio of 50-75 retirement plans, perform compliance testing, prepare annual valuations, and communicate with clients.

The Senior Financial Analyst will be responsible for financial reporting, forecasting, ad hoc analysis, and supporting strategic decision-making. This role involves collaborating with Finance leadership and cross-functional partners to enhance financial reporting processes and drive business performance.