Cetera Financial Group
Retirement Plan Administration Consultant (TPA)
Cetera Financial Group, Des Moines, Iowa, United States, 50319
Overview
Retirement Plan Consultant. This position will be hybrid, work from home and from your nearest Cetera office in Dallas, TX or Des Moines, IA. Base pay range $73,000.00/yr - $113,000.00/yr This range is provided by Cetera Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Direct message the job poster from Cetera Financial Group What you need to have
At least 3 years of Defined Contribution Plan Administration experience Cash Balance/Defined Benefit Plan Administration experience is preferred Perform compliance work related to cross-testing and ADP/ACP testing for DC plans Calculation of profit sharing contributions using new comparability allocation methods Strong organizational skills, able to work independently in a fast paced environment to meet deadlines while maintaining attention to detail What you will do
Maintain responsibility of client caseload management Deliver testing results and year end packages to clients. Ensure any compliance corrections are completed timely and 5500s are signed and filed timely Track data received/not received from clients and follow up accordingly Consult with clients, advisors and other parties on plan related issues to develop long-term relationships Compensation
The base annual salary range for this role is $73,000 to $113,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. About Us
What we give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship Easy access to mental health benefits 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional Paid parental leave to support all team members with birth, adoption, and foster Health Savings and Flexible Spending Account options Employee Assistance Program (EAP), LifeLock, Pet Insurance and more Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, and Cetera Financial Specialists. Note: EEO statement retained in plain text; formatting converted to compliant markup where applicable. Agencies please note : This recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance Referrals increase your chances of interviewing at Cetera Financial Group by 2x Des Moines, IA 5 days ago Urbandale, IA 1 week ago
#J-18808-Ljbffr
Retirement Plan Consultant. This position will be hybrid, work from home and from your nearest Cetera office in Dallas, TX or Des Moines, IA. Base pay range $73,000.00/yr - $113,000.00/yr This range is provided by Cetera Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Direct message the job poster from Cetera Financial Group What you need to have
At least 3 years of Defined Contribution Plan Administration experience Cash Balance/Defined Benefit Plan Administration experience is preferred Perform compliance work related to cross-testing and ADP/ACP testing for DC plans Calculation of profit sharing contributions using new comparability allocation methods Strong organizational skills, able to work independently in a fast paced environment to meet deadlines while maintaining attention to detail What you will do
Maintain responsibility of client caseload management Deliver testing results and year end packages to clients. Ensure any compliance corrections are completed timely and 5500s are signed and filed timely Track data received/not received from clients and follow up accordingly Consult with clients, advisors and other parties on plan related issues to develop long-term relationships Compensation
The base annual salary range for this role is $73,000 to $113,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. About Us
What we give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship Easy access to mental health benefits 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional Paid parental leave to support all team members with birth, adoption, and foster Health Savings and Flexible Spending Account options Employee Assistance Program (EAP), LifeLock, Pet Insurance and more Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, and Cetera Financial Specialists. Note: EEO statement retained in plain text; formatting converted to compliant markup where applicable. Agencies please note : This recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance Referrals increase your chances of interviewing at Cetera Financial Group by 2x Des Moines, IA 5 days ago Urbandale, IA 1 week ago
#J-18808-Ljbffr