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Assists with trading activities for Non-Qualified retirement plans by managing data, trading files, and interactions with trustees and custodians.

The Head of Money Out Operations oversees teams, defines strategies, manages budgets, ensures client satisfaction, and drives continuous improvement in operations.

The Actuarial Specialist will complete actuarial projects for cash balance plans, including data analysis, valuation preparation, and benefit calculations while ensuring timely and accurate work.

The Plan Design Consultant manages clients from commitment to closed sale, optimizing retirement plan designs while collaborating with sales teams and resolving client issues.

The Events Coordinator plans and executes internal and external events, manages logistics, supports event communications, and collaborates with various teams while ensuring budget compliance and data security.

The ERISA Analyst provides consulting and technical analysis on retirement plans, conducting document reviews, drafting documents, and managing special projects, while enhancing industry knowledge through continuing education.

The Senior Compliance Consultant performs compliance testing, reviews documents, prepares government forms, and ensures retirement plans meet IRS and DOL requirements while providing technical support and training.

The Account Executive will provide exceptional client service to partners and plan sponsors, ensuring high client satisfaction, addressing inquiries, and supporting sales efforts.

The Internal Sales Consultant drives revenue growth by identifying and developing relationships in the broker-dealer community, managing prospects, and delivering presentations to key advisors.

Lead consultant managing pension plan risk, providing strategic insights, overseeing team operations, and engaging in business development activities.