Careers

Below are the currently available positions

7
Jul 9, 2026

Sr Plan Compliance Specialist (Remote, USA)

Job Summary: This position specializes in the compliance of ERISA qualified retirement plans. Primary responsibilities are to assist with plan compliance and quality control.   Duties/Responsibilities: Ability to perform or quality review nondiscrimination testing...

7
Jul 9, 2026

Sr Plan Compliance Specialist (Remote, USA)

Job Summary: This position specializes in the compliance of ERISA qualified retirement plans. Primary responsibilities are to assist with plan compliance and quality control. Location: The ideal candidate will be located in our Cordova, TN or Lexington, KY office...

7
Jul 9, 2026

Sr Plan Document Compliance Specialist (Remote, USA)

Job Summary The Sr Plan Document Compliance Specialist ­­is responsible for playing an active role with the New Business/Transition process through review and consultation with all plan types and products. They will assists the document services team as well when...

7
Jul 9, 2026

Participant Experience Specialist (Remote, USA)

Job Summary: As a Participant Experience Specialist, you are the voice of our firm with the primary goal being to provide high quality, accurate, and time-sensitive service to our customers. Participant Experience Specialists will be trained to answer questions...

7
Jul 9, 2026

Sr Client Service Manager, Retirement Services (Remote, USA)

Job Summary The Sr Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention,...

building architect