TITLE: 401k Specialist/Retirement Account Manager
ABOUT THE JOB:
We are seeking experienced candidates to apply for a role as 401k Specialist/Account Manager for a local Fresno wealth management company. Responsibilities include consulting with clients to achieve their desired retirement plan goals, compliance testing, calculating contribution allocations, reconciliation of plan trust assets, completing annual valuation reports, prepare government filings, Form 5500 series and more.
PERKS & BENEFITS:
SKILLS & QUALIFICATIONS:
HOW TO APPLY:
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