Plan Design Specialist jobs in Iowa
Plan Design Specialist works closely with clients to design group health, dental and/or life insurance plans to create an overall benefit package. Works alongside underwriters, but is not an underwriter role. Being a Plan Design Specialist monitors and analyzes cost trends. May handle more complex plan design. Additionally, Plan Design Specialist requires a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. The Plan Design Specialist gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Plan Design Specialist typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Plan Design Specialist jobs
401(k) Enrollment Specialist II - Retirement Plan Services
- BCADS BCOR Administrative Services, LLC
-
Des Moines, IA
FULL_TIME
- We love finance, software, and (believe it or not), taxes – that’s why we love what we do! At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we work together to make a real impact and have a lot of fun along the way. Our collaborative work features decades of expertise in wealth management. We bring our unique experiences together to form the heart of Avantax - working in unison toward the goal of creating services that make it easy for clients and professionals to pursue their financial and business goals. At Avantax, we are committed as a company and individuals to the diversity, equity and inclusion of our clients, team members and the communities in which we work. Are you an innovative problem-solver who's eager to take on new challenges, collaborate with diverse team members and achieve excellence? If so, life at Avantax may be the opportunity for you. Position Summary Avantax Planning Partners is seeking an Enrollment Specialist II – Retirement Plan Services who will be responsible for developing, leading, and delivering employee education meetings for our retirement plan services clients and their employees. This individual will possess the ability to speak in front of groups and employees on a one-to-one basis. Essential Duties & Responsibilities Ensure that enrollment meetings for new and existing clients are scheduled, prepped, and delivered. Provide employee education to new and existing clients both in person and via phone queue for participants. Travel required. Work with our client’s employees to develop a personal plan for retirement. Prepare enrollment communication material. Support client and participant via e-mail inquiry queue. Support education is needed for 401(k), 403(b), 457(b), and DB cash balance plans. Develop and monitor employee education curriculum based on business and client needs. Present educational topics to clients, employees, CPAs/Advisors over the phone and or video. Stay current with changing retirement plan rules and regulations. Prepare and provide plan and participant-level reporting through the Relius recordkeeping platform and Crystal reports. Provide training support for other team members as needed. Supports peers in a lead capacity to solve internal and external client issues. Responsible for developing, leading, and delivering employee education meetings for our retirement plan services clients and their employees both on-site at clients’ locations and virtually. This individual will possess the ability to speak in front of groups and employees on a one-to-one basis with knowledge of retirement plans and investment portfolios. The Enrollment Specialist II will lead and implement program enhancements for presentations and materials for participant education. Uphold, support, and promote all company policies and procedures. Perform other duties as assigned. Education & Experience Bachelor’s degree or associate degree in a related field preferred. 5 years of retirement industry experience required. Series 65 required. Working knowledge of Relius record-keeping systems is required. Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, email, and internet usage preferred. Knowledge of IRS and DOL regulations relating to qualified plans. Retirement industry experience required. Professional level presentation experience. Strong organizational skills. Spanish speaking skills are a plus. Physical Demand & Work Effort Keying/typing, standing, walking. Sitting for an extended period. Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment. The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job. Compliance with company attendance standards. Comprehensive Benefits We offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match. #Avantax At Avantax®, we believe our work benefits from the diverse perspectives of our employees. As such, Avantax welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Avantax, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Avantax and its business lines, Avantax Wealth Management® and Avantax Planning Partners℠ are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law. Avantax considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Avantax.com, or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team. About Avantax® Avantax, Inc. (Avantax), a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model and the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors and offers its services through its registered broker-dealer, Avantax Investment Services, Inc., registered investment advisor (RIA), Avantax Advisory Services, Inc., and insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. For additional information, please visit www.avantax.com.
- 10 Days Ago
Design & Communication Specialist
- eTeam
-
Johnston, IA
FULL_TIME
- Hybrid - ***-3 times per week in officeAs a Design & Communications Specialist , you will execute detailed communication plans and visual communications to ensure audiences receive key messages regard...
- Just Posted
Design & Communication Specialist
- TekWissen ®
-
Johnston, IA
FULL_TIME
- OverviewTekWissen Group is a workforce management provider throughout the USA and many other countries in the world. Our client is the brand name of Deere & Company, an American corporation that manuf...
- Just Posted
Engineering Design Standards Specialist
- Productive Resources LLC
-
Pella, IA
FULL_TIME
- Engineering Design Standards Specialist Pella, Iowa - Full Time Productive Resources (www.productiveresources.com) is seeking a candidate to be part of our engineering team at our customer's facility ...
- 2 Days Ago
Field Design Specialist I
- Alliant Energy
-
Ames, IA
FULL_TIME
- Bring YOUR energy to Alliant Energy!At Alliant Energy, our purpose is to serve customers and build stronger communities. We are passionate about powering beyond the market challenges of today, while p...
- 3 Days Ago
Design Integration Support Specialist
- HNI Workplace Furnishings
-
Davenport, IA
FULL_TIME
- HNI Corporation is a global family of brands for the workplace and home dedicated to enhancing the spaces where we live, work, and gather. We pride ourselves on fostering an environment where we make ...
- 8 Days Ago
Plan Design Specialist jobs at Popular Companies
Graphic Design Specialist
- Penn State University
-
University Park, PA
- APPLICATION INSTRUCTIONS: CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to W...
- 6/2/2024 12:00:00 AM
Creative Design Specialist
- Systems Planning and Analysis, Inc.
-
Alexandria, VA
- Overview: Systems Planning and Analysis, Inc. (SPA) delivers high-impact, technical solutions to complex national securi...
- 6/1/2024 12:00:00 AM
Design Specialist 1
- BAE Systems
-
Hudson, NH
- **Job Description** We are seeking a junior level electrical/mechanical design draftsperson who can perform the followin...
- 6/1/2024 12:00:00 AM
Interior Design Specialist
- Lee Health
-
Fort Myers, FL
- Location:Lee Health Corporate Center -4211 Metro ParkwayFort Myers FL 33916 Department: Facilities Planning and Design W...
- 5/31/2024 12:00:00 AM
Design Specialist
- Infopro Learning, Inc
-
Phoenix, AZ
- Title: Sr. Design Specialist Employment Type: Contract Start/End Date: 06/04/2024 to 12/03/2024 Duration: 06 Months Loca...
- 5/31/2024 12:00:00 AM
Design Specialist
- Acro Service Corp
-
Minneapolis, MN
- Job Title: Senior Design Specialist Location: Minneapolis, MN Pay Rate: $49/hour. Duration- 06 months EE Design Speciali...
- 5/30/2024 12:00:00 AM
Graphic Designer/Specialist
- Colliers
-
Las Vegas, NV
- Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our peop...
- 5/30/2024 12:00:00 AM
Graphic Design Specialist
- Long Beach City College
-
Long Beach, CA
- Graphic Design Specialist Graphic Design Specialist OPEN RECRUITMENT 12-MONTH ELIGIBILITY LIST RANGE 35 $5,802.25 - $7,1...
- 5/30/2024 12:00:00 AM
About Iowa
Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north.
In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Plan Design Specialist jobs
$71,023 to $96,257
Most Popular Cities in Iowa for Plan Design Specialist Jobs
What does a Plan Design Specialist do?
Plan Design Specialist in Birmingham, AL
SmithGroup creates exceptional design solutions for healthcare, science and technology organizations, higher education and cultural institutions, urban environments, diverse workplaces, mixed-use and waterfront developments, and parks and open spaces.
December 13, 2019