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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.

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 Accounting Manager oversees financial reporting for three companies, manages a small team, and ensures compliance with accounting procedures and GAAP principles.

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