Consultant, Retirement Plan Consulting
1 week ago
Requisition Number2236135Description & Requirements The Retirement Plan Consulting team guides organizations through the complexities of designing and managing corporate retirement plans. We offer end-to-end services-including plan design, compliance, and investment consulting-tailored to each client's needs. By leveraging deep expertise, we help attract and retain talent while supporting fiduciary and ERISA responsibilities. What You Will Do: Review Plan census information to determine eligibility and calculate vesting Review Plan Document provisions to determine Plan is operating accordingly Analyze annual compliance exams for non-discrimination, coverage and other issues Assist with the review and processing of participant distribution and loan requests Prepare various governmental filings and notices to Plan Sponsors and participants Minimum Qualifications: Bachelor's Degree Good verbal and written communication skills Preferred Qualifications: Degree in Accounting, Finance, or related field 1+ years of relevant professional experience in retirement plan administration or accounting Current and valid professional business credential(s), including but not limited to: QKA (Qualified 401(k) Administrator), QPA (Qualified Pension Administrator), CPC (Certified Pension Consultant) or CPA (Certified Public Accountant) Proficient in Microsoft Office Suite #LI-LRA, #LI-KCMO #LI-AF1With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide. We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value. About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more. Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.
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Senior Retirement Plan Consultant
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Kansas City, United States Corebridge Financial, Inc. Full timeA leading financial services firm in Kansas City seeks a Retirement Plan Consultant to provide guidance on retirement savings plans. This role involves conducting presentations, participating in employee orientations, and assisting with education campaigns. Ideal candidates will have a high school diploma or GED, preferred Bachelor's degree, licenses, and...
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Retirement Plan Services Consultant
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Iowa City, United States Nicolet National Bank Full timeAt Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated...
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City of Rochester, United States OneGroup Full timeA leading financial services company in Rochester is seeking a knowledgeable Financial Consultant to help clients achieve their financial goals through personalized strategies. Ideal candidates will have 2-5 years of experience in financial advising and hold relevant licenses. The role includes consulting with clients, developing financial plans, and...
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Retirement Plan Consultant II
4 weeks ago
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Retirement Plan Consultant II
1 week ago
Kansas City, United States Corebridge Financial Full timeWho We AreAt Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose...
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Retirement Plan Consultant II
4 weeks ago
Kansas City, United States Corebridge Financial, Inc. Full timeWho We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand...
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Retirement Plan Consultant
4 weeks ago
Salt Lake City, United States Corebridge Financial Full timeRetirement Plan Consultant - Salt Lake City, UTJoin to apply for the Retirement Plan Consultant - Salt Lake City, UT role at Corebridge FinancialRetirement Plan Consultant - Salt Lake City, UT2 days ago Be among the first 25 applicantsJoin to apply for the Retirement Plan Consultant - Salt Lake City, UT role at Corebridge FinancialGet AI-powered advice on...
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Retirement Plan Consultant II
4 hours ago
Kansas City, KS, United States Corebridge Financial Full timeWho We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose...
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Strategic Planning Consultant
20 hours ago
Kansas City, United States The Blue Haven Life Full timeAbout the Role A consultative position focused on guiding clients through structured planning conversations.ResponsibilitiesConduct virtual strategy callsIdentify client prioritiesPresent tailored recommendationsManage documentation and submissionsRequirementsState license or willingness to obtainBackground checkReliable communication...
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Strategic Planning Consultant
20 hours ago
Kansas City, United States The Blue Haven Life Full timeJob DescriptionAbout the Role A consultative position focused on guiding clients through structured planning conversations.ResponsibilitiesConduct virtual strategy callsIdentify client prioritiesPresent tailored recommendationsManage documentation and submissionsRequirementsState license or willingness to obtainBackground checkReliable communication...