Plan administrator jobs near me

The Calvert County Department of Planning and Zoning is seeking an experienced professional to serve as Planning Commission Administrator. In this role, you'll take on a pivotal leadership role shaping the future of our community's growth and development. This senior-level position offers the opportunity to directly influence land use policy, guide sustainable development, and serve as a key advisor to county leadership. This position supervises and mentors Development Review staff responsible for site plans and subdivisions; develops policies on development, land use, growth, and transportation; manages complex projects and public outreach; and collaborates with residents, developers, and stakeholders. Additional duties include implementing the Comprehensive Plan through zoning ordinances, preparing professional recommendations and presentations, reviewing and approving plans for compliance, managing budgets, and providing expert guidance on major land use and planning matters. Essential Job Functions Formulates and recommends policies on development, growth, land use, and transportation. Coordinates communications programs to enhance public awareness of growth and planning challenges. Serves as staff coordinator to the Calvert County Planning Commission. Consults on major land use issues to ensure compliance with County goals, needs, and applicable planning laws. Supervises review and coordinates with other departments in review of site plans and subdivisions to assure for compliance with the comprehensive plan, zoning and subdivision regulations. Provides leadership and supervision of daily operations for the Development Review staff. Coordinates with Long Range Planning to support public outreach and engagement activities related to long range plans, studies, and amendments to zoning and subdivision regulations. Consults with and advises developers, contractors, members of the general public, various organizations and agencies, elected officials and attorneys on planning related issues and legal matters relating to planning functions. Plans and uses resources economically; prepares accurate budgets and monitors expenditures of the Development Review section. Prepares studies, reports, maps and presentations, by effectively using computer technology including GIS, power point, word processing and spreadsheets. Required Qualifications (Note: Any acceptable combination of education, training and relevant experience that provides the above knowledge, abilities and skills may be substituted on a full-time year for year basis.) Training and/or Education: Master's degree in urban planning or related field is required. Experience: Five years of experience in planning, urban design, architecture or a related field and including experience managing staff, daily operations, customer service and policy development and implementation is required. Special Requirements: Work is subject to deadlines and frequent interruptions. Subject to background investigation. Physical Demands: Requires ordinary physical effort to sit, walk, stand, bend, reach, or to carry light items. Unusual Demands: Often required to work beyond normal scheduled hours. FLSA Status: Exempt Compensation Steps: Department of Planning and Zoning Pay rate: $98,171 - $112,658 annually Grade 728, contract position, 35 hours per week Position will remain open until filled. This is a contractual (non-merit) position. The employee will be required to sign an agreement outlining the terms and conditions of employment. Contractual positions are reviewed annually by the Board of County Commissioners to determine continued employment with the Calvert County Government. Position allows for telework, meaning the employee may be able to work from home or another offsite location for part of the workweek, but they are still required to come into the office regularly. This arrangement is at the supervisor's discretion and may change based on business needs. Calvert County Government offers a comprehensive benefits package designed to support employees' health, financial well-being, and work-life balance. Benefits include: 15 days of sick leave 10 days of annual leave 5 days of personal leave 13 paid holidays *14 in an election year Defined Contribution Plan 457(b) Deferred Compensation Plan 35-Hour workweek Medical, dental, and vision coverage Flexible spending accounts Up to 80% tuition reimbursement Gym membership discounts Please Note: A complete application is required to be considered for a position within Calvert County Government. All prior work experience, education, and other certifications should be entered into the application and supplemental questions should be answered completely. Attachments are not provided to hiring managers unless you are selected for an interview. Calvert County Government is committed to providing equal opportunity and reasonable accommodations for qualified individuals with disabilities. If you require an accommodation to participate in the application or interview process, please contact Human Resources at ******************************* with as much notice as possible.

Build the Future with Us - EquipmentShare is Hiring a Stock Plan Administrator At EquipmentShare, we're not just filling a role - we're assembling the best team on the planet to build something that's never been built before. We're on a mission to transform an industry that's been stuck in the past by empowering contractors and communities through innovative technology, real-time support, and a team that truly cares. We're hiring a Stock Plan Administrator to support our Corporate HQ in Columbia, MO and we're looking for someone who's ready to grow with us, bring energy and drive to their work, and help us build the future of construction. The Stock Plan Administrator is responsible for the day-to-day operations of EquipmentShare's equity programs. This role will support the Company by managing equity data, transactions, and reporting. The position requires prior hands-on experience in equity administration. The administrator will collaborate closely with Legal, Accounting, Human Resources, and external vendors to ensure compliance, accuracy, and a positive employee experience. This position is fully remote. Salary range: $98k-$122k. Factors including past experience and location may affect final compensation rate. Primary Responsibilities Administer equity plans, including stock options, restricted stock units (RSUs), and the Employee Stock Purchase Plan (ESPP). Maintain accurate records in the Company's equity platform (e.g., Morgan Stanley at Work - Equity Edge Online). Process and reconcile equity transactions, ensuring accurate payroll and tax reporting. Partner with Accounting and Legal to support quarterly and annual reporting filing requirements. Ensure compliance with securities laws, tax regulations, and Company policies. Provide employee support and coordinate communications regarding equity awards, policies, and tools. Assist with external audits, vendor coordination, and execution of internal controls. Support education initiatives to help employees understand the features of the Company's equity plans. Why EquipmentShare? Because we do things differently - and we think you'll feel it from day one. We're a people-first company powered by cutting-edge technology. That means our proprietary T3 platform doesn't just run our business - it also makes your job easier, safer, and more connected. Whether you're behind the wheel, under the hood, leading a branch, or closing deals - tech supports you , and you drive us forward. We're a team of problem-solvers, go-getters, and builders. And we're looking for teammates who take pride in doing meaningful work and want to be part of building something special. Perks & Benefits Competitive compensation Full medical, dental, and vision coverage for full-time employees Generous PTO + paid holidays 401(k) + company match Gym membership stipend + wellness programs (earn PTO and prizes!) Company events, food truck nights, and monthly team dinners 16 hours of paid volunteer time per year - give back to the community you call home Career advancement, leadership training, and professional development opportunities About You You want to be part of a team that's not just changing an industry for the sake of change - we're transforming it to make it safer, more secure, and more productive. You bring grit, heart, and humility to your work, and you're excited about the opportunity to grow within a fast-paced, mission-driven environment. We're looking for people who: See challenges as opportunities Embrace change and continuous improvement Bring energy, effort, and optimism every day Skills & Qualifications Proficiency with equity administration platforms (e.g., Morgan Stanley at Work - Equity Edge Online preferred, or others such as Fidelity, E*TRADE, Shareworks, Carta). Strong knowledge of equity ownership plans (e.g., stock options, restricted stock units, employee stock purchase plans) and related income tax rules and reporting compliance requirements. Solid understanding of accounting principles related to equity compensation (ASC 718). Advanced Excel and data analysis skills. Attention to detail. Ability to manage multiple priorities and meet tight deadlines in a fast-paced business environment. Clear and concise written and verbal communication skills. Strong customer service orientation when supporting employee questions regarding the Company's equity plans. Effective collaboration with Accounting, Legal, Human Resources, external auditors, and vendors. Proven problem solving and process improvement abilities. Education and Experience Bachelor's degree in accounting, finance or related field, required. At least 4 years of experience in equity plan administration at a public company. Certified Equity Professional (or progress toward it) preferred. Experience supporting equity platform transitions. Familiarity with HRIS systems such as Workday. Physical Requirements Ability to sit or stand for extended periods. Occasional travel may be required. A Workplace For All At EquipmentShare, we believe the best solutions come from a team that reflects the world around us. Our initiative - A Workplace For All - is rooted in the belief that we must work together to solve some of the toughest problems in construction. That means attracting, developing, and retaining great people from all walks of life. We value different backgrounds, talents, and perspectives. We want you to feel like you belong here - because you do. EquipmentShare is an EOE M/F/D/V.

ABOUT THE ROLE Peloton is looking for a proactive and exceptionally organized individual to join our Equity team. This role is responsible for the accurate and efficient administration of the company's global stock plans, working as a key collaborative partner to various internal teams. The ideal candidate is an intellectually curious problem-solver who combines strong technical skills with excellent communication. We are looking for someone who demonstrates an aptitude for mastering complex subjects, applies a meticulous level of accuracy, and is driven to find more efficient ways to achieve goals.This role will be reporting into our Senior Manager, Global Equity Administration. YOUR DAILY IMPACT AT PELOTON Accurately and efficiently handle the day-to-day administration of Peloton's stock plans globally, collaborating with internal departments including Compensation, Payroll, Finance, Accounting, People (HR), and Legal as well as external partners like our stock plan provider, broker, and transfer agent Maintain the company's equity administration platform (Shareworks, espp.com) with meticulous accuracy, ensuring it is the single source of truth for all equity data. Verify all equity plan transactions (grants, releases, exercises, dispositions, etc.) are accurately processed Effectively communicate with employees about equity compensation programs, providing clear and concise information. Assist in developing and updating employee-facing communications and resources to help participants understand the value of their equity Partner with Peloton's People Systems Team, Payroll Team, Legal Team, and advisors to optimize and maintain Shareworks to meet the specific needs of our equity programs and facilitate downstream reporting Assist with global equity payroll reporting, annual filings, and compliance with international tax and regulatory requirements using Shareworks Global Compliance Prepare new grant listings to facilitate approval of new equity grants Assist with preparation of stock-plan related reports, insights, and analysis for Executives, Board Members, Finance, People, Legal, and Payroll as needed Audit data between the equity platform, HRIS, and Payroll systems. Reconcile transactions, termination dates, tax withholding, and reporting, and other items as required Drive continuous improvement by identifying inefficiencies in existing processes and propose data-driven solutions, questioning "why we do it this way" and “what is the goal” rather than accepting status quo Assist in building for scale by designing repeatable systems and creating documentation that reduces future manual work and creates sustainable processes Perform SOX control procedures and maintain meticulous document trails Leverage generative AI tools strategically to accelerate learning and enhance operational efficiency YOU BRING TO PELOTON 2+ years of progressive stock administration experience in a global public company or stock plan system provider Solid understanding of and experience working with Morgan Stanley Shareworks preferred Must be self-motivated, flexible, and deadline-oriented, with the ability to complete tasks with a high level of accuracy and minimal supervision Excellent interpersonal skills with a collaborative approach and a high degree of initiative Acute attention to detail and well-developed organization and time management skills Strong work ethic, including the ability to work independently and solve problems Completion of 1+CEP test a plus #LI-KN1 #LI-Remote The base salary range represents the low and high end of the anticipated salary range for this position to be performed remotely from any Peloton office or facility, in any U.S. State and any location therein. The actual base salary offered for this position will depend on numerous factors including, without limitation, experience and business objectives. Our base salary is just one component of Peloton's competitive total rewards strategy that also includes annual equity awards and an Employee Stock Purchase Plan as well as other region-specific health and welfare benefits. As an organization, one of our top priorities is to maintain the health and wellbeing for our employees and their family. To achieve this goal, we offer robust and comprehensive benefits including: Medical, dental and vision insurance Generous paid time off policy Short-term and long-term disability Access to mental health services 401k, tuition reimbursement and student loan paydown plans Employee Stock Purchase Plan Fertility and adoption support and up to 18 weeks of paid parental leave Child care and family care discounts Free access to Peloton Digital App and apparel and product discounts Commuter benefits and Citi Bike Discount Pet insurance and so much more! Base Salary Range$67,400-$91,150 USD ABOUT PELOTON: Peloton (NASDAQ: PTON) provides Members with expert instruction, and world class content to create impactful and entertaining workout experiences for anyone, anywhere and at any stage in their fitness journey. At home, outdoors, traveling, or at the gym, Peloton brings together innovative hardware, distinctive software, and exclusive content. Founded in 2012 and headquartered in New York City, Peloton has millions of Members across the US, UK, Canada, Germany, Australia, and Austria. For more information, visit ******************* Peloton is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Equal employment opportunity has been, and will continue to be, a fundamental principle at Peloton, where all team members, applicants, and other covered persons are considered on the basis of their personal capabilities and qualifications without discrimination because of race, color, religion, sex, age, national origin, disability, pregnancy, genetic information, military or veteran status, sexual orientation, gender identity or expression, marital and civil partnership/union status, alienage or citizenship status, creed, genetic predisposition or carrier status, unemployment status, familial status, domestic violence, sexual violence or stalking victim status, caregiver status, or any other protected characteristic as established by applicable law. This policy of equal employment opportunity applies to all practices and procedures relating to recruitment and hiring, compensation, benefits, termination, and all other terms and conditions of employment. If you would like to request any accommodations from application through to interview, please email: applicantaccommodations@onepeloton.com. At Peloton, we embrace technology, including AI, to enhance productivity and accelerate innovation in the work we do for our members. However, in our hiring process, our priority remains in getting to know you and your unique qualifications. To ensure a fair and equitable process, we do not permit the use of AI tools during any stage of the application and interview process. In considering you as an applicant, we want to understand your skills, experiences, and motivations without mediation through an AI system. We also want to directly assess your communication skills without the use of an AI tool. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance and the San Francisco Fair Chance Ordinance, as applicable to applicants applying for positions in these jurisdictions. Please be aware that fictitious job openings, consulting engagements, solicitations, or employment offers may be circulated on the Internet in an attempt to obtain privileged information, or to induce you to pay a fee for services related to recruitment or training. Peloton does NOT charge any application, processing, or training fee at any stage of the recruitment or hiring process. All genuine job openings will be posted here on our careers page and all communications from the Peloton recruiting team and/or hiring managers will be from an @ onepeloton.com email address. If you have any doubts about the authenticity of an email, letter or telephone communication purportedly from, for, or on behalf of Peloton, please email applicantaccommodations@onepeloton.com before taking any further action in relation to the correspondence. Peloton does not accept unsolicited agency resumes. Agencies should not forward resumes to our jobs alias, Peloton employees or any other organization location. Peloton is not responsible for any agency fees related to unsolicited resumes.

We are looking for hungry, ambitious people with a background as a Stock Plan Administrator, Equity Compensation Manager, Equity Plan Administrator, or experience with managing stock incentive plans to bring their skill set into the fast-paced and dynamic digital assets industry. In this role, you will manage and administer our client's token compensation programs while wearing multiple hats to support our rapid growth. You will collaborate closely with the company's founders, executives, and other departments to deliver a best-in-class experience for our customers. Key Responsibilities Administer Token Plans: Manage the day-to-day operations of token option plans, Restricted Token Awards (RTAs), Restricted Token Units (RTUs), and other token incentive plans. Compliance and Reporting: Ensure compliance with relevant regulatory requirements, prepare financial and regulatory reports. Granting and Tracking: Oversee the granting of token awards maintain accurate records of equity grants, vesting schedules, and exercises. Client Facing Communication: Serve as the primary point of contact for customers regarding token compensation, providing education and addressing questions. Cross-Functional Collaboration: Work closely with the founders, engineering, product, finance, legal, and payroll to integrate token programs with other systems and processes. Process Improvement: Continuously enhance administration processes and systems to improve efficiency and accuracy. Data Analysis and Reporting: Analyze equity compensation data and prepare reports for management, offering insights on program effectiveness. Additional Responsibilities: Support various other tasks and projects as needed in our fast-paced startup environment. Qualifications Bachelor's degree in finance, accounting, business administration, or a related field. 3+ years of experience in stock plan administration or a related role. Strong understanding of equity compensation plans and regulatory requirements. Excellent organizational and communication skills. Ability to work independently and manage multiple priorities in a fast-paced startup environment. Detail-oriented with a high level of accuracy. Flexibility and willingness to take on diverse responsibilities as needed. Bonus Read our Token Compensation Primer to prepare for our interview process. Compensation & Benefits Remote-first work culture Flexible working hours Competitive salary + benefits Competitive equity Apple laptop

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: This position provides direction to plan sponsors to design and maintain a qualified plan to meet client needs. Also serve as a technical resource for research and plan analysis projects for both internal and external clients. Essential Duties and Responsibilities: * Perform retirement plan administration and consulting with a block of clients ranging from 50-70 plans depending on complexity * A-Z Plan Administration for block of defined contribution retirement plans * Review, process and/or approve participant distribution and loan requests * Reconcile trust assets and contributions * Assist clients and participants with navigation of plan sponsor and participant secure recordkeeping portals * Perform non-discrimination and compliance testing * Calculate and allocate employer contributions * Consult with client regarding timely deposit/remittance of deferrals and employer contribution * Complete, review, provide audit support for and file appropriate government forms 5500, 5330, 8955-SSA, 1099-R, and related schedules * Develop effective working relationships with clients, internal and external advisors, recordkeepers and auditors supporting those mutual client relationships * Ensure clients adhere to Government filing and regulatory requirements * Assist with drafting of prototype plan documents and amendments that meet requirements of plan sponsor and their advisors and recordkeeping partners * Review, analyze and summarize data in succinct, clear and written communication using Microsoft office tools to support our Advisors, Consultants and Plan Administrators * Maintain and expand ERISA compliance and software knowledge * Comply with continuing education requirements; participate in professional organizations, independent study, etc. * Integrate new knowledge and skills into daily work and share with colleagues as appropriate. * Recognize opportunities for new business development * Ability to work both independently and in a team environment with a positive attitude, proactive mindset, and entrepreneurial spirit * Other duties as needed to support clients, team members, internal partners and external vendors, advisors and auditors Qualifications: * Bachelor's degree in a specialized field such as business administration, business analytics, mathematical economics, finance, and/or other related fields of study. Experience in lieu of degree will be considered. * Five (5) to Ten (10) years of directly related work experience in the field of retirement plan administration and consulting. Possession of professional credentialing including but not limited to: * American Society of Pension Professionals (ASPPA) Qualified 401k Administrator (QKA), Qualified Plan Specialist (QKS), Qualified 401k Consultant (QKC) and/or Qualified Pension Administrator (QPA) designations * National Institute of Pension Administrators (NIPA) Accredited 401(k) Specialist (AKS), Accredited Pension Administrator (APA) and/or Accredited Pension Representative (APR) * Internal Revenue Service (IRS) Enrolled Retirement Plan Agent (ERPA) * National Association of Pension Advisors (NAPA) Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC) * FT William Administration and PensionPro software experience preferred. * Strong working knowledge of Microsoft Excel, Outlook, and Teams would be extremely beneficial to success in the position. * Effective oral, written and interpersonal communication skills. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $64,000 to $86,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

HCC Coding Auditor Senior will perform code audits and abstraction using the Official Coding Guidelines for ICD-10-CM, AHA Coding Clinic Guidance, and in accordance with all state regulations, federal regulations, internal policies, and internal procedures. The HCC Coding Auditor Senior will be involved with activities of quality assurance auditing and risk adjustment code abstraction for the following programs: including but not limited to, Commercial Risk Adjustment, Medicare Advantage Risk Adjustment, and HHS and Medicare RADV (Risk Adjustment Data Validation). This is an onsite position with a remote option. Responsibilities: * Perform Medical Record reviews and audits based on organizational priorities. These can include both prospective and concurrent Clinical Documentation Improvement (CDI) workflows as well as retrospective auditing. Review and audits may lead to the addition, deletion, adjustment, or confirmation of diagnoses for risk adjustment. * Perform code abstraction and/or coding quality audits of medical records to ensure ICD-10-CM codes are accurately assigned and supported by clinical documentation to ensure adherence with CMS (HCC) Risk Adjustment guidelines. * Perform coding quality audits within multiple EMRs, databases, and/or vendor platforms to support both employed and independent clinic risk adjustment strategies. * Identifies revenue, reimbursement, and provider educational opportunities while remaining compliant with state and federal regulations. * Prepare and/or perform auditing analysis and provide feedback on noncompliance issues detected through auditing. * Complies with all aspects of coding, abides by all ethical standards, and adheres to official coding guidelines. * Conduct provider education and training regarding risk adjustment to help ensure accurate CMS payment and to improve the quality of care. This includes training venues such as provider offices, hospitals, webinars, conference calls, email correspondence, etc. * Provides measurable, actionable solutions to providers that will result in improved accuracy for documentation and coding practices to ensure chronic conditions are recaptured annually * Ensures that rendered physician services for claim submission and any subsequent payments are as accurate as possible while complying with regulatory guidelines including CMS, DHS, and OIG * Assist coding leadership by making recommendations for process improvements to further enhance coding quality goals and outcomes * Provides measurable, actionable solutions to providers that will result in improved accuracy for documentation and coding practices to ensure chronic conditions are recaptured annually * Responsible for maintaining current knowledge of coding guidelines and relevant federal regulations through the use of current ICD-10-CM manual and other relevant material Requirements: * High School Diploma required or equivalent * Excellent written and verbal communication skills. * Ability to drive within assigned areas or overnight travel for internal or external meetings. * Capacity to attend remote provider meetings day/evening/weekends as needed within assigned regions as defined by manager/leadership. * At least three (3) years of hospital inpatient/outpatient or medical office coding experience, preferably three (3) years risk adjustment coding experience. * Prior experience teaching/training others on correct coding guidelines and have the ability to present to large groups of Physicians/Providers. * Coding certification required through AHIMA or AAPC (at least two of the below): * Certified Professional Coder (CPC) required * Certified Risk Adjustment Coder (CRC) preferred * Certified Coding Specialist for Providers (CCS-P) preferred * Registered Health Information Management Technician (RHIT) preferred * Certified Coding Specialist for Providers (CPMA) preferred Certified Coding Specialist for Providers (CDEO) preferred Work Type: Full Time EEO is the law - click below for more information: ******************************************************************************************** We endeavor to make this site accessible 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, please contact us at **************.

Third Party Administrator - Pension / 401(k) Plan Administrator If you are looking for a company where you can grow and learn…. this may be a great opportunity for you. Omni 360 Retirement Consulting is currently seeking a Pension / 401(k) Plan Administrator. We are looking for the right person and are open to various experience levels. About Us Omni 360 Retirement Consulting is a financial services company based in Matthews, North Carolina. We provide investment, administrative, and actuarial services for employer sponsored retirement plans (401(k), profit sharing, cash balance, etc.) along with personal investment, retirement, and financial planning. Our clients are other businesses and business owners. We work predominantly in the dental practice space. Job description The Pension / 401(k) Plan Administrator will work with our clients in servicing their practice 401(k) and pension plans. As we are open to various levels of experience, the actual duties will depend on actual abilities. These duties may include: Data entry Plan document maintenance Contribution calculation Compliance testing Account reconciliation and accounting Preparation of IRS form 5500 and related schedules Report preparation and compilation Working with vendors New plan implementation Client meetings Working with both defined contribution and defined benefit plans Requirements: Open to various levels of experience Bachelor's degree preferred Mathematically inclined Customer oriented Heard working and excited to learn Organizational skills, attention to detail and time-management skills Ability to manage multiple priorities and deadlines Comfortable working on multiple open projects and clients at one time Experience with Excel and other Microsoft Office programs Energized professional with a client first mentality Positive, collaborative mindset Additional Information Why Omni 360? We are a small growing company with a solid, knowledgeable, and experienced base of principals. We are looking to bring in new talent who desires to learn and work their way up. Benefits: We value our employees' time and efforts. Our commitment to your success is enhanced by our benefits package. Here are just a few: Healthcare Professional Development Allowance Generous Paid Time-off 401(k) plan with company match Future growth opportunities within the company Opportunity for work-from-home schedule We work to maintain the best possible environment for our employees, where people can learn and grow with the company all while boasting a “dress for your day” flexible policy We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture Uncompromising integrity, a passion for excellence and mutual respect Pay will be commensurate with experience Job Type: Full-time Pay: $30,000.00 - $75,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Retirement plan Vision insurance Schedule: 8 hour shift Monday to Friday Weekends as needed Qualifications Education: Associate (Preferred) Experience: Customer service: 1 year (Preferred) Ability to Commute: Matthews, NC 28105 (Required) Ability to Relocate: Matthews, NC 28105: Relocate before starting work (Required) Additional Information HOW TO APPLY If this sounds like you and you are interested in this position. Please send a resume or brief work history with contact info. including a phone number that you can be reached. Social media contacts, Facebook, LinkedIn, etc. Type us a brief cover letter and tell us why we should hire you. We look forward to working with you!

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Business Experience Plan & Admin Advisor within PNC's Technology organization, you will be based in Pittsburgh, PA, Cleveland, OH, Birmingham, AL or Dallas, TX. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion. This role supports the Technology Data Domain Owner by coordinating business planning, administrative operations, and governance activities. The Advisor will help ensure alignment with enterprise data policies, facilitate cross-functional collaboration, and manage documentation and reporting processes that support the domain's strategic objectives. Key Responsibilities * Coordinate planning and logistics for domain governance activities, including meetings, reporting cycles, and compliance reviews. * Maintain and update inventories of use cases, data assets, and domain documentation in alignment with the Business Information Architecture (BIA) framework * Support the intake and triage of data issues using the Data Problem Management (DPM) tool * Track and report on domain-level KPIs, including data quality metrics, remediation progress, and metadata completeness * Serve as a liaison between the Technology DDO and stakeholders across Technology, Risk, and Data Governance teams * Assist with internal communications, training coordination, and literacy sessions for domain stakeholders Preferred Qualifications * Strong organizational and communication skills. * Familiarity with data governance concepts and enterprise data management frameworks. * Experience supporting cross-functional teams in a regulated environment. * Proficiency with Microsoft Office Suite, SharePoint PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Collaborates cross-functional teams to improve business planning methods. Executes key business initiatives and growth strategies and programs that will drive line of business objectives. Demonstrates commitment to quality by delivering the CARES model to customers and/or internal partners. * Responsible for executing and implementing business planning processes. Helps to designs strategic plans based on forecasts, and provides improvement recommendations. * Understands business direction and needs and develops solutions, roadmaps and assessment of potential business impacts. Identifies and executes opportunities that add value to the business and to achieve business goals. * Works with key decision makers to ensure cross-business and cross-functional alignment and synergy. * Serves as subject matter resource and advocate that influences the implementation of best practices and learning plans that meet business objectives. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Business Development, Business Intelligence (BI), Competitive Advantages, Competitive Strategies, Data Integration, Data Mining, Strategic Planning Competencies Accuracy and Attention to Detail, Analytical Thinking, Business Process Design, Data Gathering and Analysis, Effective Communications, Influencing, Planning: Tactical, Strategic, Problem Solving Work Experience Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $65,000.00 - $132,250.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 09/10/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Business Experience Plan & Admin Advisor within PNC's Technology organization, you will be based in Pittsburgh, PA, Cleveland, OH, Birmingham, AL or Dallas, TX. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion. This role supports the Technology Data Domain Owner by coordinating business planning, administrative operations, and governance activities. The Advisor will help ensure alignment with enterprise data policies, facilitate cross-functional collaboration, and manage documentation and reporting processes that support the domain's strategic objectives. Key Responsibilities - Coordinate planning and logistics for domain governance activities, including meetings, reporting cycles, and compliance reviews. - Maintain and update inventories of use cases, data assets, and domain documentation in alignment with the Business Information Architecture (BIA) framework - Support the intake and triage of data issues using the Data Problem Management (DPM) tool - Track and report on domain-level KPIs, including data quality metrics, remediation progress, and metadata completeness - Serve as a liaison between the Technology DDO and stakeholders across Technology, Risk, and Data Governance teams - Assist with internal communications, training coordination, and literacy sessions for domain stakeholders Preferred Qualifications - Strong organizational and communication skills. - Familiarity with data governance concepts and enterprise data management frameworks. - Experience supporting cross-functional teams in a regulated environment. - Proficiency with Microsoft Office Suite, SharePoint PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Collaborates cross-functional teams to improve business planning methods. Executes key business initiatives and growth strategies and programs that will drive line of business objectives. Demonstrates commitment to quality by delivering the CARES model to customers and/or internal partners. + Responsible for executing and implementing business planning processes. Helps to designs strategic plans based on forecasts, and provides improvement recommendations. + Understands business direction and needs and develops solutions, roadmaps and assessment of potential business impacts. Identifies and executes opportunities that add value to the business and to achieve business goals. + Works with key decision makers to ensure cross-business and cross-functional alignment and synergy. + Serves as subject matter resource and advocate that influences the implementation of best practices and learning plans that meet business objectives. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Business Development, Business Intelligence (BI), Competitive Advantages, Competitive Strategies, Data Integration, Data Mining, Strategic Planning **Competencies** Accuracy and Attention to Detail, Analytical Thinking, Business Process Design, Data Gathering and Analysis, Effective Communications, Influencing, Planning: Tactical, Strategic, Problem Solving **Work Experience** Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** No Required License(s) **Pay Transparency** Base Salary: $65,000.00 - $132,250.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. **Application Window** Generally, this opening is expected to be posted for two business days from 09/10/2025, although it may be longer with business discretion. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Genesys empowers organizations of all sizes to improve loyalty and business outcomes by creating the best experiences for their customers and employees. Through Genesys Cloud, the AI-powered Experience Orchestration platform, organizations can accelerate growth by delivering empathetic, personalized experiences at scale to drive customer loyalty, workforce engagement, efficiency and operational improvements. We employ more than 6,000 people across the globe who embrace empathy and cultivate collaboration to succeed. And, while we offer great benefits and perks like larger tech companies, our employees have the independence to make a larger impact on the company and take ownership of their work. Join the team and create the future of customer experience together. We are seeking an experienced Principal Stock Plan Administrator to oversee our domestic and global equity compensation programs. As a subject matter expert, this individual will ensure accurate, compliant, and efficient administration while driving strategic initiatives that support executives, employees, and operations worldwide. The role is both strategic and hands-on, ideal for someone who thrives in a dynamic environment, manages complex systems, and collaborates with senior leadership and cross-functional teams to deliver operational excellence. Key Responsibilities * Administer end-to-end equity programs (e.g., stock options, RSUs, PSUs, ESPP) across U.S. and international employee populations. * Ensure global compliance with tax, securities, labor, and mobility regulations across all jurisdictions. * Collaborate with HR, Finance, Legal, Payroll, and external advisors to ensure alignment and compliance. * Serve as the internal subject matter expert and strategic advisor for equity-related matters worldwide. * Lead cross-functional initiatives, including system implementations, automation, IPO readiness, and employee education. * Partner with Legal, Finance, Payroll, and Tax teams to address reporting and compliance requirements. * Maintain accurate records to support audits, SOX controls, SEC disclosure requirements, and financial reporting. * Resolve complex issues related to global equity transactions and tax reporting. * Identify and implement process improvements to enhance equity program operations. * Lead and support special projects as assigned. Qualifications * 10+ years of progressive equity administration experience with U.S. and global equity programs. * Bachelor's degree or equivalent experience * CEP Level III (Certified Equity Professional) strongly preferred. * Deep knowledge of equity-related financial reporting, SOX controls, and SEC disclosure requirements. * Experience with international taxation and compliance in APAC, EMEA, or LATAM regions. * Create and facilitate training and learning materials for participants and management. * Advanced Excel and data reconciliation skills. * High attention to detail with strong analytical and problem-solving abilities. * Proven experience managing stock plan administration for IPOs and liquidity events. * Ability to work independently, prioritize effectively, and lead cross-functional initiatives. #LI-Remote #LI-CP1 Compensation: This role has a market-competitive salary with an anticipated base compensation range listed below. Actual salaries will vary depending on a candidate's experience, qualifications, skills, and location. This role might also be eligible for a commission or performance-based bonus opportunities. $100,900.00 - $187,300.00 Benefits: * Medical, Dental, and Vision Insurance. * Telehealth coverage * Flexible work schedules and work from home opportunities * Development and career growth opportunities * Open Time Off in addition to 10 paid holidays * 401(k) matching program * Adoption Assistance * Fertility treatments Click here to view a summary overview of our Benefits. If a Genesys employee referred you, please use the link they sent you to apply. About Genesys: Genesys empowers more than 8,000 organizations worldwide to create the best customer and employee experiences. With agentic AI at its core, Genesys Cloud is the AI-Powered Experience Orchestration platform that connects people, systems, data and AI across the enterprise. As a result, organizations can drive customer loyalty, growth and retention while increasing operational efficiency and teamwork across human and AI workforces. To learn more, visit **************** Reasonable Accommodations: If you require a reasonable accommodation to complete any part of the application process, or are limited in your ability to access or use this online application and need an alternative method for applying, you or someone you know may contact us at reasonable.accommodations@genesys.com. You can expect a response within 24-48 hours. To help us provide the best support, click the email link above to open a pre-filled message and complete the requested information before sending. If you have any questions, please include them in your email. This email is intended to support job seekers requesting accommodations. Messages unrelated to accommodation-such as application follow-ups or resume submissions-may not receive a response. Genesys is an equal opportunity employer committed to fairness in the workplace. We evaluate qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity or expression, marital status, domestic partner status, national origin, genetics, disability, military and veteran status, and other protected characteristics. Please note that recruiters will never ask for sensitive personal or financial information during the application phase.

Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! Now interviewing for multiple openings for our December 1st and January 5th classes! How long is your commute? The Retirement Plan Specialist role is fully remote! Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges? Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses? Then our team is what you are looking for! You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Job Description Responsibilities * Learn all products in assigned specialty area, including awareness of competitive offerings and regulations. * Explain and ensure customers understand product options for routine inquiries; make product recommendations. * Identify if there are multi-product needs and connect customers to other product specialists. * Work with relationship managers and fulfillment analysts to initiate product requests. Qualifications * Bachelor's degree in a business field or equivalent professional experience * FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states) * Life license (or obtain within 90 days) * One year of experience in the financial services industry * Basic knowledge of financial products (related to assigned specialty area) * Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust * Problem-solving and decision-making skills to select and recommend product solutions * Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc. * Proficiency using MS Office Preferred Qualifications * CFP and/or CRPC * Knowledge of CRM (Salesforce.com) and digital financial advice platforms Working Conditions * Remote (Field/Travel) Environment * Schedule may vary to fulfill service levels during hours of operation Compensation Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations. Total Compensation for this role is estimated to be $65,000 - $95,000 per year. The Salary for this position generally ranges between $48,500 - $53,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. #LI-KB1 What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * College Coach Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

Job DescriptionMid-Level Employee Benefits and Executive Compensation Associate (Washington D.C.) Direct Counsel is seeking a mid-level associate to join a leading Am Law 100 firm's corporate practice in Washington, D.C. This is an excellent opportunity for an attorney with strong experience in executive compensation and employee benefits to join a collaborative and nationally recognized team. Key Responsibilities: Advise on executive compensation and employee benefits matters, particularly in the context of mergers and acquisitions. Draft and review equity plans and agreements, executive retention packages, retirement and welfare plans. Counsel clients on tax and regulatory compliance related to benefit plans and compensation arrangements. Qualifications: JD from an accredited law school. Active membership in the District of Columbia Bar. Minimum of 4 years of experience in employee benefits and executive compensation, preferably at an Am Law 100 firm. Strong analytical and writing skills, attention to detail, and good business judgment. Proven ability to work independently and collaboratively in a fast-paced environment. Work Environment: Hybrid schedule with regular in-office presence and flexibility for remote work. Compensation & Benefits: Expected base salary range: $310,000 - $420,000, commensurate with experience and market location. Comprehensive benefits package including medical/dental/vision insurance, 401(k), and other firm-sponsored programs. This role offers the chance to work with high-profile clients and contribute to complex, impactful work at a top-tier firm. If you're a motivated, team-oriented attorney ready to take the next step in your career, we encourage you to apply.

For over 30 years PSG has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as your advocate and strategic partner. PSG has market leading technology and administration services for hospitals and health systems. Our mission is to relentlessly advocate for our clients as we partner together to develop innovative drug management solutions that deliver exceptional strategic insights, financial and clinical value. As a Pharmacy Benefit Consultant, you will serve as the primary/lead consultant on strategic clients. You will lead and cultivate multi-level client relationships with executives, human resource personnel, pharmacy department personnel and others which enable PSG to partner with clients to create, communicate and implement pharmacy strategy within the context of the overall client drug management strategy. In addition, you will identify business needs and create custom solutions for sophisticated clients which include overall pharmacy benefit strategy to create cost effective solutions for various client types. You will also lead vendor strategies that will include procurement efforts, contract negotiation and ongoing vendor management, while providing industry expertise and insight related to trends and opportunities. Responsibilities: Client Management Working with industry partners (PBM and other vendors), client and PSG resources, the candidate will: Identify and maintain appropriate multi-level client relationships and a deep understanding of client business and corporate culture resulting in high client satisfaction and retention Develop and implement customized strategic plans based on unique client needs to achieve targeted long- and short-term Track and measure vendor contract performance including operational and financial Lead and participate in ongoing client meetings including: Vendor review Independent strategy and performance assessment meetings On-going operational and strategic meetings Use analytical skills/tools to identify and present opportunities to clients that will serve to support trend management, cost savings, identify wasteful spending and potential FWA. Navigate appropriate internal PSG experts on custom projects Support clients that wish to create and use customized clinical programs (PA, Formulary, Utilization Management, etc) with Review PBM and other vendor provided pharmacy program indicators and reports for ongoing opportunities and program performance Maintain ongoing reports and documentation related to client relationship and program Responsible for renewal of client relationship and creating strategy, scope of services and appropriate fee structure to match client Program and Business Development Lead and cultivate revenue opportunities to support segment growth. Assess opportunity for expanding PSG services within existing client Leverage client relationship for PSG prospecting efforts by developing client Participation in conferences and other forums for showcasing program experience and Participate in internal workgroups to develop new programs, services, corporate positions and publications based on the continual assessment of client and market Account Implementation Provide oversight, guidance and serve as an advocate for the client to ensure vendor requirements are being met and service levels are adequate throughout vendor Identify issues and concerns for appropriate escalation and resolution to ensure successful RFP Process Management Lead the development and management of the RFP process for clients including RFP creation, vendor selection meetings and contract execution (in conjunction with internal RFP team) Participate in non-client specific annual RFI process via scoring and client meeting Contract Review and Execution Lead the review process for new and renewing vendor contracts through final execution to ensure current terms, definitions and compliance with RFP Lead the creation and renewal of PSG client agreements to create appropriate scope of services and fee Qualifications (Minimum Requirements) Extensive knowledge of Pharmacy Benefit Management, specialty pharmacy and large employer environments 2 years minimum experience, with a direct client relationship role Strong verbal and written communication skills including presentation skills and client relationship management Strong experience and skills working with and presenting to corporate executives Ability to develop strategies and implement programs for client pharmacy benefit programs Strong clinical and financial analysis skills including Word, PowerPoint and Excel Travel required, up to 25% Pharmacy background with bachelor's degree. MBA and/or PharmD/RPh preferred Business development experience preferred Salary and Benefits Salary is based on background and experience. Benefits include full medical, pharmacy, dental, vision, life and disability insurance, paid vacation, sick leave, 401k match and annual bonus potential. The national average salary for this role is $110k to $140k in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications, and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-MS2 #PSG #LI-Remote

Job DescriptionBenefits: 100% Remote Paid Sick Leave Flexible schedule Paid time off About Us The SD Cooper Company is a nationally recognized leader in Rollover for Business Startups (ROBS) and ERISA compliance services. We help entrepreneurs use their retirement funds to start or buy a business by establishing compliant retirement plans. Our team is expanding, and we are seeking a detail-oriented Pension Administrator to support our growing client base and maintain our high standards of regulatory compliance and customer service. Position Summary As a Pension Administrator, you will be responsible for the ongoing compliance, administration, and reporting of qualified retirement plans under the ROBS program. Youll work with small business owners and internal team members to ensure timely and accurate plan maintenance, participant reporting, and ERISA documentation. VERY IMPORTANT BEFORE APPLYING: YOU MUST HAVE EXPERIENCE WITH CALCAIR PENSION ADMINISTRATION SOFTWARE. IF YOU DO NOT HAVE PROVEN EXPERIENCE WITH CALCAIR THEN DO NOT APPLY- YOU WILL BE AUTOMATICALY REJECTED. WE WILL LOOK FOR DEMONSTRATED EXPERIENCE IN YOUR RESUME AND WE WILL CONTACT REFERENCES. A CALCAIR SKILLS EXAM WITH A SATISFACTORY SCORE WILL ALSO BE REQUIRED. Key Responsibilities Use CalcAir (formerly Datair) and eFast for federal tax filings and form submissions Prepare and file annual IRS Form 5500-series returns and related schedules Maintain and update plan documents and adoption agreements Track plan activity, contributions, distributions, and ownership percentages Monitor eligibility, vesting, and nondiscrimination testing Administer loans, rollovers, distributions, and RMDs per IRS/DOL rules Utilize ACT! CRM; communicate with clients via phone/email/video Collaborate with CPAs, advisors, and internal staff Qualifications FIRM REQUIREMENT: CalcAir (Datair) experience REQUIRED IF YOU DO NOT HAVE CALCAIR EXPERIENCE, DO NOT APPLY 2+ years in retirement plan (TPA) administration preferred Knowledge of 401(k), profit-sharing, and ROBS plans is a plus ASSPA certification or progress towards it is a plus Proficiency in Office 365, Adobe, Zoom/Meet Strong organizational and communication skills Experience with 5500, 1099-R, 945, 8955-SSA forms This is a remote position.

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 2 days per week at our New York City or Garden City office locations. Your Impact Manage workflows and communications for retirement plan Trustees and Participants Develop analysis on retirement options and performance Prepare client presentations and reporting Attend client enrollment and ongoing support meetings Serve as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans. Act as liaison between plan sponsors and various internal groups. Promote customer satisfaction through effective service delivery. Ensure prompt and effective response to all plan sponsor inquiries. Respond to plan sponsor's requests on a variety of issues, including plan amendments. Understand the product, systems, and applicable IRS and DOL regulations. Assist with compliance testing. Successful Candidate Will Have 5+ years of experience working with or servicing 401(k)s & Retirement plans 4-year Bachelor's Degree Strong attention to detail At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $109,400 - $165,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for five consecutive years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Boutique law firm is seeking an ERISA/Employee Benefits Attorney with a minimum of four years of legal or relevant industry experience in the ERISA, employee benefits, and executive compensation space. The ideal candidate will be skilled in addressing client inquiries and simplifying complex legal issues. Qualifications Candidates should have experience in one or more of the following areas: Advising employers on retirement and welfare benefit plans in compliance with ERISA and the Internal Revenue Code. Working with qualified defined contribution and defined benefit retirement plans. Strong understanding of ERISA, the Internal Revenue Code, and related regulatory frameworks, including IRS and DOL correction programs. Handling nonqualified deferred compensation plans, equity compensation, and retention programs. Managing employee benefit plans and compensation arrangements in mergers and acquisitions. Advising on health and welfare benefit plans. Drafting plan documents and summary plan descriptions, negotiating service provider contracts, and reviewing investment management agreements. Counseling plan sponsors and fiduciaries on compliance and fiduciary best practices, with an emphasis on plan governance. Experience with benefit plans for non-profit organizations, including 403(b), 457(b), and 457(f) plans. Familiarity with governmental and church employee benefit plans. Understanding of investment products used in retirement plans, such as annuity contracts. Knowledge of Multiple Employer Plans and Pooled Employer Plans. Candidate Profile Successful candidates will have: A J.D. from a nationally recognized law school. Strong research, analytical, and writing skills. Excellent interpersonal and problem-solving abilities. A collaborative and team-oriented mindset. Additional Information This position can be fully remote. Candidates must be licensed to practice law in their home jurisdiction. Licensure in California is a plus but not required.

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates. Section 2: Job Functions, Essential Duties and Responsibilities Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Accountable for all aspects of valuation reports, participant statements and annual testing Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review loan paperwork and coordinate processing of loans with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business Assist with other tasks and projects as assigned Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned Section 3: Experience, Skills, Knowledge Requirements Bachelors degree preferred 3-5 or more years ERISA experience in the retirement industry Experience in analysis of financial data required Experience in Relius software desirable, but not required Strong Word, Excel, and Outlook skills Strong written and oral communication skills Strong analytic mentality associated with problem solving skills Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Do you want to be part of a market leading, strategic team focused on innovation and excellence? Our Retirement Risk Management team combines expertise in DB plan management and investment consulting to support pension plan sponsors in identifying and evaluating opportunities to manage pension-related costs and associated risks. We support our clients by exploring funding, pension risk transfer and investment approaches, developing solutions that best fit their specific goals and constraints. Our innovative thinking consistently generates new consulting opportunities. **The Role** In this exciting role, you will have the opportunity to support diverse projects related to asset-liability studies, funding strategy, and other special projects requiring investment expertise, as needed. You will also: + Provide value-added consulting expertise on asset-liability studies and other special projects involving investment expertise + Understand capital market environment and outlook, particularly in the context of asset-liability projections and resulting investment recommendations + Support presentations of complex consulting information to senior-level internal and client audiences + Lead multi-phase projects, driving project planning, management of client financials and delegation to multiple associates + Develop a trusted advisor relationship with client contacts, lead retirement consultants and Retirement Risk Management consultants through effective communication and efficient, quality execution of projects + Support the generation of new business by promoting client engagement with WTW as a partner for investment and other pension risk management strategies + Develop statements of work, project plans and budgets for broad range of studies + Perform technical review of work products, including consulting-level insights on stochastic forecasting results using Monte Carlo simulations + Contribute to the development of new tools and approaches + Serve as mentor to junior project team associates This role can be held remotely from any location in the United States. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. **Qualifications** **The Requirements** + 3+ years of experience and success in the management of defined benefit plans, ideally gained in a consulting environment + Experience in asset-liability modeling (ALM), including Monte Carlo simulations preferred + An undergraduate degree is required; Advanced degree preferred + ASA and/or EA; FSA, CERA & CFA credentials are encouraged + Experience and expertise delivering retirement and/or investment consulting services to a broad range of organizations + Proven experience successfully managing multiple projects and producing quality deliverables on time and within budget + Experience supporting and contributing to new business generation + Strong client relationship, interpersonal and team skills + Polished and well developed oral and written communication skills **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). **Compensation** The base salary compensation range being offered for this role is $100,000 to $150,000 USD per year. The role is also eligible for an annual short-term incentive bonus. **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): + **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) + **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** + **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. **EOE, including disability/vets** This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

**_What Benefits contributes to Cardinal Health_** Human Resources designs, implements and delivers human resource programs and policies, including recruitment, talent management, diversity and inclusion, compensation and benefits, among others. This function anticipates and plans for long-term human resource needs in alignment with business strategies. Benefits designs, implements and administers benefits plans, ensuring that the total benefits package is competitive with the market, meets company objectives, and is compliant. This job family manages relationships and coordinates with third party vendors for benefits plan development and administration, and collaborates with the Internal Communications family to educate employees and promote enrollment. **_Job Summary_** As a Senior Benefits Consultant on the U.S. Benefits team, you'll lead the administration and continuous improvement of Cardinal Health's leave and disability programs while supporting benefits projects for our expanding Navista/MSO (Management Services Organization) population. **_Responsibilities_** + Manage day-to-day operations for Cardinal Health's leave programs, including FMLA, short term and long-term disability, parental, and personal leaves. + Serve as the primary contact for the external leave vendor (e.g., MetLife), ensuring high quality service delivery and timely resolution of escalations. + Partner with HR Operations, Payroll, Legal, and Employee Relations to ensure compliant, consistent leave administration and accurate pay continuation. + Lead MSO-specific leave management efforts-configuring entity-specific processes, onboarding new practices, and aligning policies across multiple EINs. + Support reporting and project management for MSO benefits initiatives, including annual enrollment, plan onboarding, and vendor transitions. + Track milestones and deliverables to ensure timely execution of benefits projects and accurate communication to stakeholders. + Collaborate across HR, Finance, Legal, and Procurement to drive operational alignment and compliance. + Identify and implement process improvements that enhance efficiency, accuracy, and the employee experience. **_Qualifications_** + Bachelor's degree in related field (Human Resources, Business, etc.) or equivalent work experience, preferred. + 5+ years of experience in employee benefits, leave management, or HR operations within a complex or multi-entity organization preferred + Strong understanding of FMLA, ADA, and state leave regulations. + Proven experience managing third-party vendors and monitoring service-level performance. + Advanced Excel and data-management skills; Power BI or Tableau experience a plus. + Finance background or experience with financial reconciliation or cost tracking a plus. + Strong project-management, communication, and relationship-building skills. + Ability to manage multiple priorities, deliver results in a matrixed environment, and operate with discretion and professionalism. **_What is expected of you and others at this level_** + Applies advanced knowledge and understanding of concepts, principles, and technical capabilities to manage a wide variety of projects + Participates in the development of policies and procedures to achieve specific goals + Recommends new practices, processes, metrics, or models + Works on or may lead complex projects of large scope + Projects may have significant and long-term impact + Provides solutions which may set precedent + Independently determines method for completion of new projects + Receives guidance on overall project objectives + Acts as a mentor to less experienced colleagues **_Anticipated salary range_** **:** $105,100-150,100 **_Bonus eligible_** **:** Yes **_Benefits_** **:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **_Application window anticipated to close_** **:** 11/30/2025 *if interested in the opportunity, please submit application as soon as possible. _The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity._ _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************