933 Retirement Plans jobs in the United States

2 days ago Be among the first 25 applicants

Join Our Team as a Retirement Plan Financial Advisor at CAPTRUST!

Who Are We Looking For?

Are you ready to make a significant impact in the financial services industry? CAPTRUST is seeking engaging Financial Advisors to expand and nurture a $1 million+ institutional consulting practice across various markets. As a Financial Advisor, you'll be at the forefront of building and managing a diverse portfolio of retirement plan clients, including qualified plan sponsors, fiduciaries, key executives in nonqualified plans, and plan participants. Our focus is on the "mid-market" defined contribution clients, with plans ranging from $5 to 500 million in assets.

Responsibilities

• Cultivate New Client Relationships: Secure at least 150,000 in new contracted revenue annually.
• Deliver Engaging Presentations: Present to individuals and committees with confidence and clarity.
• Prospect Meetings: Schedule and attend a minimum of three prospect meetings per week.
• Cross-Sell Services: Introduce and sell additional CAPTRUST services to existing clients.
• Build Referral Networks: Develop strong relationships with Centers of Influence (COIs) and other referral sources.
• Provide Fiduciary Advice: Offer expert fiduciary advice to your client base.
• Conduct Reviews: Perform and document quarterly portfolio and plan reviews.
• Educate and Advise: Deliver educational programs and advice to plan participants.
• Travel: Be prepared to travel as needed.
  
  

Qualifications

• Education: Bachelor's degree; majors in Business Administration, Marketing, or Finance preferred.
• Experience: At least 10 years of direct selling experience in the financial services industry.
• Skills: Exceptional oral and written communication skills, high professionalism, and the ability to work independently.
• Licenses: Securities licenses such as Series 65, 66, 7.
• Technical Proficiency: Strong skills in Microsoft Office, especially Excel, and experience with Client Relationship Management (CRM) software.
  
  

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. Theres a reason for it; its a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Employee ownership opportunities
• Comprehensive health coverage + Personify Health wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues
  
  

Compensation

Long term and unlimited based on production! To start, salary range 100,000 to 130,000 (plus bonus) depending on experience and geography. As your practice grows, your salary will be maintained for two years transitioning to a production-based payout in year three. Salary will be replaced by payout on production in year three. Long-term, the upside opportunities are at the top of the financial services industry including equity ownership. Come build your business within the CAPTRUST framework!

Also interested in advisors with books of business and willing to grow. Compensation relative to experience.

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity
  
  

EEO/Diversity Statement

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #executive #hybrid Seniority level

• Seniority level Executive

Employment type

• Employment type Full-time

Job function

• Job function Sales, Business Development, and Finance
• Industries Investment Management, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at CAPTRUST by 2x

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Brentwood, TN 60,000 - 100,000 3 weeks ago

Brentwood, TN
80,000.00
-
100,000.00
2 weeks ago

AMP Financial Advisor Trainee (Cool Springs, TN) Financial Advisor - Endowments and Foundations Financial Solutions Advisor Stage I Consumer Investments - Hillwood Financial Center

Nashville Metropolitan Area 135,000 - 170,000 1 month ago

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Join to apply for the Product Manager - Retirement Plans role at The Standard

2 days ago Be among the first 25 applicants

Join to apply for the Product Manager - Retirement Plans role at The Standard

The next part of your journey is right around the corner with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, weve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

Job Summary

As the product manager within retirement plans, you will be responsible for developing new products and services, refining existing products and services, and providing support to the field and home office partners as a subject matter expert for assigned product and service lines. This role will be highly collaborative and influential with stakeholders, vendors, and senior leaders and may at times require you to perform as the project manager, especially in work of small to moderate scope.

• Market Analysis and Product Development: Monitor, evaluate, and analyze market factors, including competitive and economic landscape and consumer insights, to develop products and services which drive business growth and deliver a great customer experience.
• Sales and Marketing Support: Ensure internal sales force and field offices has up-to-date product knowledge, training, and support to confidently sell new products.
• Product Management: Takes initiative to independently develop and improve product efficiency, developing any needed roadmaps and managing activities related to the maintenance of assigned products and services.
• Project Leadership: Lead or sponsors cross-departmental or cross-functional teams to align product and services objectives, collaborating on project planning, ensuring an effective flow of information, and analyzing potential impact on people, technology, structure, and workflow.
  
  

Skills And Background Youll Need

• Bachelor's degree in business, marketing or a related field is required; advanced degree or certification is preferred.
• Experience with product development and support life cycle is required.
• Experience with group retirement plan investment products is required.
• Managed accounts familiarity and experience is preferred.
• CIT and/or target date fund experience is preferred.
  
  

Key Traits of a Successful Candidate

• The ability to develop relationships quickly by following through on work and balancing the needs of all involved.
• Experience with presenting ideas to peers and leadership.
• Process driven and methodical organizational skills to manage multiple priorities at once while consistently meeting deadlines.
• Ability to story tell to help stakeholder visualize the throughline of proposed work.
  
  

Why Join The Standard?

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually PTO increases with tenure
• A supportive, responsive management approach and opportunities for career growth and advancement
• Paid parental leave and adoption/surrogacy assistance
• An employee giving program that double matches your donations to eligible nonprofits and schools
  
  

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.
  
  

Salary Range:

$85,750.00 - $25,750.00

Positions will be posted for at least 5 days from original posting date.

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Product Management and Marketing

Referrals increase your chances of interviewing at The Standard by 2x

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The next part of your journey is right around the corner - with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

Job Summary

As the product manager within retirement plans, you will be responsible for developing new products and services, refining existing products and services, and providing support to the field and home office partners as a subject matter expert for assigned product and service lines. This role will be highly collaborative and influential with stakeholders, vendors, and senior leaders and may at times require you to perform as the project manager, especially in work of small to moderate scope.

• Market Analysis and Product Development: Monitor, evaluate, and analyze market factors, including competitive and economic landscape and consumer insights, to develop products and services which drive business growth and deliver a great customer experience.
• Sales and Marketing Support: Ensure internal sales force and field offices has up-to-date product knowledge, training, and support to confidently sell new products.
• Product Management: Takes initiative to independently develop and improve product efficiency, developing any needed roadmaps and managing activities related to the maintenance of assigned products and services.

• Project Leadership: Lead or sponsors cross-departmental or cross-functional teams to align product and services objectives, collaborating on project planning, ensuring an effective flow of information, and analyzing potential impact on people, technology, structure, and workflow.

Skills and Background You'll Need

• Bachelor's degree in business, marketing or a related field is required; advanced degree or certification is preferred.
• Experience with product development and support life cycle is required.
• Experience with group retirement plan investment products is required.
• Managed accounts familiarity and experience is preferred.
• CIT and/or target date fund experience is preferred.

Key Traits of a Successful Candidate

• The ability to develop relationships quickly by following through on work and balancing the needs of all involved.
• Experience with presenting ideas to peers and leadership.
• Process driven and methodical organizational skills to manage multiple priorities at once while consistently meeting deadlines.
• Ability to "story tell" to help stakeholder visualize the throughline of proposed work.

#LI-remote

Why Join The Standard?

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually - PTO increases with tenure
• A supportive, responsive management approach and opportunities for career growth and advancement
• Paid parental leave and adoption/surrogacy assistance
• An employee giving program that double matches your donations to eligible nonprofits and schools

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

Salary Range:
$85,750.00 - $125,750.00

Positions will be posted for at least 5 days from original posting date.

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare's Revenue & Sales team.

The Retirement Plans Specialist supports MissionSquare's small markets segment and will be responsible for providing service and education virtually to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base, and enhance the investment knowledge of plan participants.

This position will interact with regionally based field representatives and on occasion may engage in client facing events such as roll out of a new plan or enrollment of a new plan. Travel will be less than 20% overall.

Essential Functions for this role include:

• Conduct one-on-one consultations engaging participants and improving their outcomes in the areas of investment education, enrollment, savings rates, outside asset acquisition, and account level retention
• Give group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituencies
• Host Annual Plan Reviews with key decision makers of employer sponsored retirement plans with a focus on plan trends, investment, and participant education outcomes
• Build and maintain positive working relationships with key plan level decision makers including elected officials, board members, union representatives, and C-suite administrators
• Proactively schedule, organize and effectively market all daily activities and client meetings
• Record all daily activity in contact management systems accurately
• Identify and refer new group or individual business opportunities to the appropriate manager

If you have the following skills, we encourage you to apply:

• BA/BS or equivalent experience
• Series 65 licensing required
• 3-5 years related experience in financial services sales strongly preferred
• Customer service experience is helpful
• Significant knowledge of retirement and investment products with an emphasis on deferred compensation defined benefit and defined contribution plans. Good understanding of specific plan provisions and legislative regulations
• Experience with IRAs, 401ks, 403b, 401a, or DB plans
• Demonstrated ability to effectively market and service a geographically diverse client base
• Strong communication, listening, interpersonal skills, and ability to follow directions necessary. Demonstrated ability to make effective presentations
• Ability to work independently as well as in a team environment
• Demonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel and Power Point
• Strong time management and organizational skills
• Ability to work in a fast-paced, task-oriented environment

To benefit your career and support your wellbeing, we offer:

• Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions
• Varied incentive plans
• Flexible/Hybrid work schedules
• Wellness programs
• Tuition reimbursement
• Professional and career development courses
• Mentoring programs
• Volunteerism program

As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Become part of the excitement.
As the Manager, Retirement Plans Administration, you will manage the operational requirements of the company's pension, profit sharing, and 401(k) programs. In this role, you will ensure compliance with relevant laws and serve as the day-to-day contact for retirement plan vendors.
**In this role you will:**
+ Analyze, administer, and audit retirement plans, including initiating financial transactions for retirement plans.
+ Verify plans are in compliance with Employee Retirement Income Security Act (ERISA) regulations.
+ Coordinate retirement plan communications.
+ Analyze and create reports to ensure compliance.
+ Counsel plan participants, and oversee the retirement process ensuring accuracy and plan compliance.
+ Complete or oversee completion of compliance filings, nondiscrimination tests, or annual valuation reports.
+ Review vendors, and establish key accountability measures with business partners including Plan trustees and recordkeepers, consultants, and internal and external auditors.
**What you bring to the table:**
+ Minimum 5 years of experience required: HR related experience in benefit plan processes and design
+ Four-year degree in Human Resources, Accounting, Actuarial Science, Business, or Mathematics preferred
+ Certified Employee Benefit Specialist (CEBS) preferred
+ Experienced with compliance filings for benefit plans, ERISA regulations/reporting requirements, and reporting and analysis
+ Communication and group presentation skills with the ability to train others in complex subject matter
+ Project management skills; able to meet multiple deadlines
+ Excel spreadsheet skills
+ Ability to quickly learn new software programs
+ Customer service skills
**Work Shift and Hours:** Monday - Friday, standard business hours, in office
**Compensation Details:** The expected base salary for this position is $85,000- $95,000 annually depending on experience. This position is also bonus eligible - based on specific and relevant business metrics.
**The Value of Graybar:**
At Graybar, we are known for our comprehensive benefits and our employee stock ownership plan! Most regular, full-time employees at Graybar may be eligible for a variety of benefits like:
+ Multiple plan options for **Medical, Dental, Vision,** and **Prescription Drug** benefits.
+ **Life Insurance** coverage for you and options for your family.
+ Save on expenses with **Flexible Spending Accounts** .
+ Enjoy our **Disability Benefits** at no cost to you.
+ Share in our success with P **rofit Sharing Plans** .
+ **401(k) Savings Plan** with company match to help secure your future.
+ **Paid Vacation** & **Sick Days** to spend time away from work or in case of an illness.
+ Rest and recharge during our **Paid Holidays** throughout the year.
+ Take advantage of our **Paid Wellness Day** to focus on preventive care and prioritize your health.
+ Volunteer with **Community Time Off** to give back to the community.
+ **Predictable Work Schedules** to plan your life: no weekends or nights for most roles.
+ Celebrate your and others' achievements with our **Employee Recognition Program** .
+ Reach your career goals with our **Educational Reimbursement** and **Career Development Programs** .
+ And **More Perks** that support your well-being and career growth.
Benefit eligibility may vary across locations and roles, so be sure to check in with your recruiter for more information.
**Why should you join Graybar?**
At Graybar, our employees are the heart and soul of our company. We believe that employees with diverse perspectives bring the ideas and innovative thinking we need to solve our biggest challenges and compete in an ever-changing world. Consistent with our values, we welcome people from all backgrounds, cultures and experiences into our company because we believe it's the right thing to do and the right way to run our business.
We want each of our employees to know that they matter and to feel a sense of belonging, ownership and inclusion at Graybar. We believe that everyone should be treated with dignity and respect, and we work to build a collaborative environment where our employees have the opportunity to grow, learn and make a difference, both as individuals and as part of the team.
That's what our employee ownership culture is all about: working as one team and moving forward together, while honoring the unique value each person brings to our company.
**Apply now and find out what's next for you.**
Equal Opportunity Employer/Vet/Disabled
**_Not the right fit? Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest!_**

The next part of your journey is right around the corner with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams across the nation, weve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

Job Summary

As the senior product manager within retirement plans , you will be responsible for developing new products and services, refining existing products and services, and providing support to the field and home office partners as a subject matter expert for assigned product and service lines. This role will be highly collaborative and influential with stakeholders, vendors, and senior leaders and may at times require you to perform as the project manager, especially in work of small to moderate scope.

Market Analysis and Product Development : Monitor, evaluate, and analyze market factors, including competitive and economic landscape and consumer insights, to develop products and services which drive business growth and deliver a great customer experience.

Sales and Marketing Support : Ensure internal sales force and field offices has up-to-date product knowledge, training, and support to confidently sell new products.

Product Management : Takes initiative to independently develop and improve product efficiency, developing any needed roadmaps and managing activities related to the maintenance of assigned products and services.

Project Leadership : Lead or sponsors cross-departmental or cross-functional teams to align product and services objectives, collaborating on project planning, ensuring an effective flow of information, and analyzing potential impact on people, technology, structure, and workflow.

Skills and Background Youll Need

Bachelors degree in business, marketing or a related field is required; advanced degree or certification is preferred.

Nine (9) years of product development or management experience in defined contribution record keeping is required.

In-depth and advanced knowledge of retirement plan product line and market is required.

Key Traits of a Successful Candidate

The ability to develop relationships quickly by following through on work and balancing the needs of all involved.

Ability to story tell to help stakeholder visualize the throughline of proposed work.

Proven success stabilizing products that support department and organization focus through following the products as they move through all stages and iterations.

LI-remote

Why Join The Standard?

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect :

A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions

An annual incentive bonus plan

Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually PTO increases with tenure

A supportive, responsive management approach and opportunities for career growth and advancement

Paid parental leave and adoption / surrogacy assistance

An employee giving program that double matches your donations to eligible nonprofits and schools

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

Salary Range :

105,000.00 - $153,500.00

Positions will be posted for at least 5 days from original posting date.

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action / Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.

#J-18808-Ljbffr

**Working with Us**
Challenging. Meaningful. Life-changing. Those aren't words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms the lives of patients, and the careers of those who do it. You'll get the chance to grow and thrive through opportunities uncommon in scale and scope, alongside high-achieving teams. Take your career farther than you thought possible.
Bristol Myers Squibb recognizes the importance of balance and flexibility in our work environment. We offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their goals, both at work and in their personal lives. Read more: careers.bms.com/working-with-us .
**Position Summary**
We are seeking a highly skilled Retirement Professional with a focus on 401(k) savings and retirement plan management. This position will play a crucial role in ensuring the efficient administration, compliance, and optimization of our 401(k) program. It offers a unique opportunity to contribute to the financial wellbeing of our employees while working in a dynamic and collaborative environment.
Operational responsibilities include, but are not limited to, the operations, execution, administration, and operational communications of Bristol-Myers Squibb (BMS) benefits, including the 401(k) plan, Benefits Equalization Plan (BEP), and other retirement programs. Responsibilities include managing the implementation of new and modified 401(k) savings and retirement plans, covering processes, procedures, change management, system requirements, vendor requirements, and documentation. The position is also responsible for handling day-to-day operational activities, ensuring effective plan design implementation, streamlining processes, and maintaining adherence to regulatory and compliance requirements. Additionally, the role requires addressing, solutioning and resolving vendor issues, Tier 2 inquiries, escalations, ad-hoc inquiries, as well as ensuring the timely completion of audit requests and providing necessary information for compliance, audits, contract management, and governance.
This role will partner closely with Total Rewards Strategy and Service Delivery Management Partners, People Services Capability Center teams (including Payroll), Third-Party Vendors, Legal, the Corporate Secretary's office, Compliance, and Finance.
This position is integral to maintaining the integrity and efficiency of our retirement programs, ensuring they meet the needs of our employees and comply with all regulatory requirements. If you are a dedicated professional with a passion for retirement plan management, we invite you to join our team and make a meaningful impact on the financial future of our workforce.
**Essential Functions**
+ Subject matter expert for all US/PR qualified and non-qualified savings and retirement plans - operations and regulatory environment.
+ Accountable for the delivery of excellent customer experience and monitoring trends and issues that may impact the employee experience with the plan. Manages the operations and administration of the BMS US/PR Savings and Retirement Plans, including contributions, distributions, loans, withdrawals, vesting, payroll deductions, statutory and legal filings, coordinating with finance, tax, legal, internal and external auditors, and applicable vendors.
+ Ensures robust controls are embedded in each process and operating as designed; supports the implementation and adherence to SOX controls and compliance, audit activities as needed, ensures compliance for all plan documents and statutory requirements related to benefits, savings and retirement plans and programs operations.
+ Actively participates in the audit process and fulfils regulatory reporting requirements, including the non-discrimination testing, blackout restrictions and relevant financial reporting.
+ Liaises with third party vendor partners, payroll, and other teams, to promptly resolve operational and systems issues.
+ Documents and deploys processes for savings and retirement plan operations and service support, with process improvement and customer experience focus.
+ Participates in the design, development, testing and implementation of websites, enrollment tools, and other content and communication.
+ Responsible for development of functional requirements for savings and retirement plan integrations (files) between HR system, payroll system, benefits systems, ensuring data files are accurate.
+ Operationalizes the annual BEP/savings elections, annual additional savings contributions file, etc.
+ Acts as point of contact for escalation and resolution of Tier 2 queries, plan interpretation and appeals.
+ Responsible for ensuring internal processes are documented and updated versions are maintained.
+ Responsible for ensuring Knowledge Articles are updated and provide recommendations for content articles to resolve common questions.
+ Supports communicating change and develops and delivers ongoing learning/development of functional expertise of the extended People Services teams.
+ Collaborates with Benefit Operations teams in the implementation and standardization of operational changes, reports and interfaces to reduce costs and improve efficiency and client satisfaction.
**Experience Preferred**
+ 5-7+ years' experience in human resources service delivery, within operational/administrative areas in a highly matrixed, shared service environment, strongly preferred.
+ 5+ years of experience overseeing retirement plan administration, with a focus on 401(k) savings plans.
+ Strong knowledge of ERISA, IRS regulations, DOL guidelines and other relevant compliance standards.
+ Experience working with third-party administrators, recordkeepers and investment managers.
+ Demonstrated deep functional knowledge of US Savings and Retirement programs, trends, best practices and recent legislative and other changes, required. Additional experience in PR preferred.
+ Strong working knowledge and understanding of SOX controls as they relate to US Savings 401(k) plans operations and administration. Additional experience in PR preferred.
+ Experience with system integrations, reporting requirements and specifications to maximize integration process efficiencies, strongly preferred.
+ Demonstrated ability to influence stakeholders at all levels in the organization, preferably in a highly matrixed organization.
+ Demonstrated analytical abilities, attention to detail and the ability to successfully manage multiple competing tasks and priorities.
+ Experience coordinating large project plans using relevant tools and strong organization skills.
+ Knowledge and understanding of process flows, mapping and relevant tools.
+ Ability to work independently as well as collaboratively within internal and external team environments.
+ Advanced/expert level MS Excel, required.
+ BS, BA or graduate degree in business or equivalent experience.
Ideal Candidates Would Also Have:
+ Experience working with: Workday, ServiceNow, ADP and vendor management.
+ Certified Employee Benefits Specialist (CEBS) or equivalent Industry designation, preferred.
#LI-Hybrid
If you come across a role that intrigues you but doesn't perfectly line up with your resume, we encourage you to apply anyway. You could be one step away from work that will transform your life and career.
**Uniquely Interesting Work, Life-changing Careers**
With a single vision as inspiring as Transforming patients' lives through science , every BMS employee plays an integral role in work that goes far beyond ordinary. Each of us is empowered to apply our individual talents and unique perspectives in a supportive culture, promoting global participation in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues.
**On-site Protocol**
BMS has an occupancy structure that determines where an employee is required to conduct their work. This structure includes site-essential, site-by-design, field-based and remote-by-design jobs. The occupancy type that you are assigned is determined by the nature and responsibilities of your role:
Site-essential roles require 100% of shifts onsite at your assigned facility. Site-by-design roles may be eligible for a hybrid work model with at least 50% onsite at your assigned facility. For these roles, onsite presence is considered an essential job function and is critical to collaboration, innovation, productivity, and a positive Company culture. For field-based and remote-by-design roles the ability to physically travel to visit customers, patients or business partners and to attend meetings on behalf of BMS as directed is an essential job function.
BMS is dedicated to ensuring that people with disabilities can excel through a transparent recruitment process, reasonable workplace accommodations/adjustments and ongoing support in their roles. Applicants can request a reasonable workplace accommodation/adjustment prior to accepting a job offer. If you require reasonable accommodations/adjustments in completing this application, or in any part of the recruitment process, direct your inquiries to . Visit careers.bms.com/ ( eeo-accessibility to access our complete Equal Employment Opportunity statement.
BMS cares about your well-being and the well-being of our staff, customers, patients, and communities. As a result, the Company strongly recommends that all employees be fully vaccinated for Covid-19 and keep up to date with Covid-19 boosters.
BMS will consider for employment qualified applicants with arrest and conviction records, pursuant to applicable laws in your area.
If you live in or expect to work from Los Angeles County if hired for this position, please visit this page for important additional information: data processed in connection with role applications will be treated in accordance with applicable data privacy policies and regulations.
**Company:** Bristol-Myers Squibb
**Req Number:** R1590594
**Updated:** 2025-08-15 03:56:12.938 UTC
**Location:** Tampa-FL
Bristol Myers Squibb is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, pregnancy, citizenship, marital status, gender expression, genetic information, political affiliation, or any other characteristic protected by law.

**Your opportunity**
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
The goal of Operation Services is to meet the needs of Workplace Services by providing the best client service possible as it relates to the recordkeeping aspects of Defined Contribution Retirement Plans.
Specifically, a Sr. Specialist within PAI is responsible for accurately executing high volumes of incoming documents, researching activity, managing relationships with internal business partners, and ensuring absolute compliance with all regulatory requirements of ERISA Law.
**What you have**
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
The Sr. Specialist is expected to manage volumes of incoming checks and documents, validation of documents, and completion of other requests received from our internal partners. Position responsibilities include queue oversight, independent researching, and responding to internal partner requests, maintaining quality control and procedures, creating process improvements, and performing audit fulfillment to meet key deliverables while exceeding client and participant expectations. Flexibility and extreme attention to detail, initiative in researching tasks, entrepreneurial spirit, and the ability to meet multiple competing deadlines is vital to success in this position. Crucial to success is the ability to shift from one process to another in a fast-paced, daily-deadline-driven environment coordinating activities of team members and processing transactions to achieve success with minimal errors. The successful candidate must have superior analytical skills, good working knowledge of Microsoft Excel, Access and Word, as well as the ability to work collaboratively and communicate effectively with various departments to ensure that daily client deliverables are met.
Required Qualifications:
+ Work experience with retirement service or Bachelors degree
+ Proficient in Microsoft Office, Excel, and Word
Preferred Qualifications:
+ SME on all Central Services tasks with expanding ownership of tasks related to Stop Pays, ACH Rejects, Stale Checks and Access Provisioning related to systems onboarding of new employees to Operations
+ Ability to assist teammates with escalations and obstacles to complete their duties; offer solutions, find resources. Willing to be the point person for issues that come up
+ Excellent communication skills which enable you to contact business partners independently with confidence to resolve an issue or walk through a process.
+ Embracing Schwab's Engagement Focus by being part of the solution and guiding the team while in meetings, action planning, recognition, positive interactions and encouraging others to be at their best
+ Supports leadership team by improving existing processes and procedures, provides a layer of queue oversight and provides additional research for escalated issues
+ Exceptional organizational, analytical skills, and extremely detail oriented
+ Proven ability to collaborate and communicate effectively and professionally with various departments based upon received feedback of partners and peers
+ History of performing with a high level of quality while still able maintain high level of efficiency
+ Creative thought process with proven record of implementation of process improvements including offshore/vendor opportunities with the ability to interpret client and participant needs
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .

**Retirement Plans Specialist**
Date: Jul 30, 2025
Location:
Overland Park, KS, US
Company: Black & Veatch Family of Companies
**Together, we own our company, our future, and our shared success.**
As an employee-owned company, our people _are_ Black & Veatch. We put them at the center of everything we do and empower them to grow, explore new possibilities and use their diverse talents and perspectives to solve humanity's biggest challenges in an ever-evolving world. With over 100 years of innovation in sustainable infrastructure and our expertise in engineering, procurement, consulting and construction, together we are building a world of difference.
**Company :** Black & Veatch Corporation
**Req Id :** 110076
**Opportunity Type :** Staff
**Relocation eligible :** No
**Full time/Part time :** Full-Time
**Project Only Hire :** No
**Visa Sponsorship Available:** No
**Why Black and Veatch**
Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. We offer competitive compensation; 401K match and benefits that start day 1.
Our hybrid environment allows you to balance your work and personal life. At Black & Veatch, you own your career with purpose and meaning. You are empowered to grow and explore new possibilities at every step of your career journey. Bring your big ideas knowing you are safe to be who you are and speak up with concerns or questions and put your diverse talents and perspectives to use.
**The Opportunity**
In this role, you will have the opportunity to support the planning, design, implementation, communication and administration of BV retirement programs and Global Employee Ownership Plans. These programs support a global workforce of approximately 10,000 professionals. This position reports to the Global Benefits Director.
**Key Responsibilities**
+ Responsible for the daily interface with internal clients - BV professionals, HR, Payroll, Treasury and Employee Ownership Relations in the administration of company retirement programs, deferred compensation plan, Employee Stock Ownership Plan (ESOP) and Global Employee Ownership Plan (GEO).
+ Perform all aspects of U.S. retirement plan administration including setting up and maintaining plan specifications both accurately and timely; Work with benefit vendors to ensure quality service to plan members and facilitate all necessary compliance testing, reporting, and processing. Review fees and process invoices/wires for plan services. Manage plan transfers, eligibility, loan delinquencies and deduction adjustments as needed.
+ Manage the enrollment process and election entry for both the Puerto Rico Retirement Plan and Deferred Compensation Plan. Create and maintain Puerto Rico Plan quarterly match calculations.
+ Maintain weekly, bi-weekly, quarterly, annual and ad-hoc reporting. Manage benefit deduction reports and prepare wires for each payroll cycle. Review non-qualified plans FICA taxable employer vested amounts and create file for payroll processing. Create and upload files to vendor site as needed. (Qtr. Adj. payroll).
+ Coordinate with ERISA counsel on Administrative Committee-approved plan design changes, amendments, and regulatory compliance.
+ Coordinate and provide deliverables for the annual qualified retirement plans audit. Ensures all plans are compliant with state and federal regulatory requirements including discrimination testing, filing of 5500 and audited financials for qualified retirement plans; trust accounting, government reporting. Provide timely and accurate information for plan audits to accountants, clients and regulatory entities.
+ Present Retirement Plan highlights at weekly new hire benefit call. Schedule and promote financial education sessions for B&V professionals. Create and maintain plan communications in HR Support Center system (Zendesk) and link to related SharePoint sites. Respond to HR Support tickets assigned by HR Service Center.
+ Partner with HRIS on system updates and testing and maintains web security for plan recordkeeper site access.
+ May perform other duties as assigned.
**Minimum Qualifications**
+ Bachelor's Degree in business-related field, HR, or equivalent experience.
+ 4+ years HR related experience to include retirement plan administration, reporting and reconciliation.
+ All applicants must be able to complete pre-employment onboarding requirements (if selected) which may include any/all of the following:criminal/civil background check, drug screen, and motor vehicle records search, in compliance with any applicable laws and regulations.
**Preferred Qualifications**
+ Knowledge and relevant experience in compliance related to ERISA, IRS and DOL regulations regarding benefit plan operations.
+ Successful prior project management experience.
+ Ability to prioritize workload to align with requests and standard daily processes.
+ Advanced knowledge in Microsoft Office products
+ Strong analytical skills: process and detail orientated.
+ Demonstrated effective communication skills, both oral and written with the ability to influence across matrixed teams at all levels.
+ Professional attitude and demeanor with proven customer service experience and problem resolution with a commitment to quality
+ PeopleSoft or Oracle Cloud experience.
+ Perseverance and the ability to deal with ambiguity.
+ ESOP reporting and reconciliation
+ Client relationship management skills, strategic and organization agility.
+ Executive presence and comfort interacting with top executives and members of the Board of Directors.
+ Process improvement and documentation.
**Work Environment/Physical Demands**
Hybrid or flexible work options may be offered after the first 90 days of employment based upon manager discretion, job performance and work assignments.
**Salary Plan**
ADM: Administrative/Business
**Job Grade**
005
Black & Veatch endeavors to makeaccessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process because of a disability, please contact the Employee Relations Department at +1- or via our. This contact information is for disability accommodation requests only; you may not use this contact information to inquire about the status of applications. General inquiries about the status of applications will not be returned.
Black & Veatch is committed to being an employer of choice by creating a valuable work experience that keeps our people engaged, productive, safe and healthy.
Our comprehensive benefits portfolio is a key component of this commitment and offers an array of health care benefits including but not limited to medical, dental and vision insurances along with disability and a robust wellness program.
To support a healthy work-life balance, we offer flexible work schedules, paid vacation and holiday time, sick time, and dependent sick time.
A variety of additional benefits are available to our professionals, including a company-matched 401k plan, adoption reimbursement, tuition reimbursement, vendor discounts, an employment referral program, AD&D insurance, pre-taxed accounts, voluntary legal plan and the B&V Credit Union. Professionals may also be eligible for a performance-based bonus program.
We are proud to be a 100 percent ESOP-owned company. As employee-owners, our professionals are empowered to drive not only their personal growth, but the company's long-term achievements - and they share in the financial rewards of the success through stock ownership.
By valuing diverse voices and perspectives, we cultivate an authentically inclusive environment for professionals and are able to provide innovative and effective solutions for clients.
BVH, Inc., its subsidiaries and its affiliated companies, complies with all Equal Employment Opportunity (EEO) laws and regulations. Black & Veatch does not discriminate on the basis of age, race, religion, color, sex, national origin, marital status, genetic information, sexual orientation, gender Identity and expression, disability, veteran status, pregnancy status or other status protected by law.
For our EEO Policy Statement, please click.
**Notice to External Search Firms** : Black & Veatch does not accept unsolicited resumes and will not be obligated to pay a placement fee for unsolicited resumes. Black & Veatch Talent Acquisition engages with search firms directly for hiring needs.
**Nearest Major Market:** Olathe
**Nearest Secondary Market:** Kansas City
**Job Segment:** Engineer, Engineering