Top 47 Investment manager Jobs in Kentucky

Senior Retirement Plan Account Manager (Hybrid or Remote)
McGregor & Associates, Inc. —Lexington, KY
- From $31 an hour
- Full-time
- Hybrid work
- Microsoft Outlook
- Basic math
- Mid-level
- Profit sharing
- Health savings account
9d
Shift Manager - Wendy's
Wendy's dba Sinkula Investments Ltd. Co. —Florence, KY
- $17 - $19 an hour
- Weekends as needed
- Customer service
- Basic math
- Ability to lift 50 pounds
- Paid holidays
- Dental insurance
2d
Assistant General Manager - Wendy's
Wendy's dba Sinkula Investments Ltd. Co. —Edgewood, KY
- $18.49 - $21.34 an hour
- Weekends as needed
- Mid-level
- Ability to lift 50 pounds
- Quick service & fast food restaurant
- Paid holidays
- Health insurance
2d
Implementation Project Manager IV Retirement Services
ADP —Louisville, KY
- $69,300 - $129,200 a year
- Full-time
- Hybrid work
- Military
- 3 years
- Analysis skills
- Wellness program
- Disability insurance
10d
Manager/ Senior Manager, Defined Benefit Operations
Fidelity Investments —Covington, KY
- Full-time
- Bachelor of Science
- Office
- Analysis skills
10d
Senior Retirement Plan Account Manager
McGregor and Associates —Lexington, KY
- Full-time
- Remote
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Profit sharing
- Health savings account
Quick Apply
12d
Data Consultant, Stock Plan Project Manager
Fidelity Investments —Covington, KY
- $89,000 - $180,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Loan repayment program
- Health insurance
Risk Manager
KBR —Glasgow, KY
- Full-time
- Office
- Continuous improvement
- IT
Plant Manager- Tarter Industries
Tarter Gate Company, LLC —Liberty, KY
- Full-time
- Engineering
- 8 years
- Senior level
Manager, Actuarial Services
Centene —Kentucky
- $134,600 - $249,000 a year
- Full-time
- Remote
- 5 years
- Research
- SQL
- Paid holidays
- Health insurance
Senior Manager, Compensation
Fidelity Investments —Covington, KY
- Full-time
- Analysis skills
- Bachelor's degree
- Organizational skills
Portfolio Support Manager
Fairstead ESC LLC —Louisville, KY
- Remote
- Mid-level
- High school diploma or GED
- Analysis skills
- Paid holidays
- Disability insurance
Quick Apply
Senior Manager, Strategic Planning (IC)
CVS Health —Kentucky
- $67,900 - $199,144 a year
- Full-time
- Remote
- 6 years
- Bachelor's degree
- Fair chance
- Health insurance
- Dental insurance
10d
Senior Implementations Manager - Reimbursement Accounts
Fidelity Investments —Covington, KY
- Full-time
- 5 years
- Bachelor's degree
- Continuous improvement
Accounting Manager
Hardscuffle Inc. —Louisville, KY
- Full-time
- CPA
- 5 years
- Mid-level
- Free parking
- Disability insurance
Program Launch Manager
Toyota Boshoku Western KY —Hopkinsville, KY
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Branch Manager
Peoples Bank —Louisville, KY
- Full-time
- Management
- Computer literacy
- Mid-level
- Employee stock purchase plan
- Paid holidays
Enterprise Risk Manager
East Kentucky Power Cooperative —Winchester, KY
- Full-time
- Hybrid work
- 7 years
- CPA
- Writing skills
- Health insurance
- Dental insurance
10d
Associate Ready to Drink Portfolio Manager
Brown-Forman —Louisville, KY
- Marketing
- Mid-level
- Office
Managing Director- 401k Relationship Manager
Fidelity Investments —Covington, KY
- Full-time
- Office
- Travel
- Organizational skills
- 401(k)
9d

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investment manager jobs near kentucky

Senior Retirement Plan Account Manager (Hybrid or Remote)

McGregor & Associates, Inc. -
Lexington, KY

Apply Now

Job Details

Full-time
From $31 an hour
9 days ago

Benefits

Profit sharing
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Paid sick time

Qualifications

Defined contribution retirement plans
Customer communication
Microsoft Outlook
Basic math
Database management
Attention to detail
Time management

Full Job Description

McGregor & Associates, Inc. has been providing administration and compliance services for employer sponsored benefit plans for 30 years. Our services span a range of benefits from Flexible Spending Accounts, Health Reimbursement Arrangements, Health Savings Accounts, COBRA, Affordable Care Act, ERISA, and Retirement Plan Administration. At McGregor we solve employer challenges through trusted relationships, benefits expertise and quality personalized service. Since benefits is our focus, we're also committed to providing our employees with a highly competitive benefits package.

Job Purpose:
With direction from the Retirement Department Manager, this position serves as a resource to retirement plan sponsors (employers) and financial advisors for compliance, nondiscrimination testing, plan design, and governmental reporting. This person is primarily responsible for the day-to-day administration of designated retirement plans and will utilize a high degree of attention to detail, technical proficiency, and customer service to ensure compliance with Retirement plan laws, regulations, and deadlines. This position may also work closely with Compliance Manager, Plan Administration Associate, Plan Administration 3(16) Specialists, and Plan Data Coordinators.

Responsibilities and duties include:

Provide timely, exceptional customer service, including problem solving and issue resolution;
Provide effective verbal and written communications in a clear, concise and informative manner;
Complete / review data entry of census information to ensure accuracy;
Verifying deferral/match deposits against client provided census information;
Complete trust accounting on the applicable quarterly, semi-annual, annual basis;
Calculate / allocate employer contributions when applicable (i.e. profit sharing and / or match);
Checking data entry of contribution splits to ensure accuracy;
Allocate expenses / earnings / losses on pooled and segregated accounts;
Importing downloads from investment providers as needed on daily valuation clients;
Completing annual compliance and nondiscrimination testing including communication of results to the plan sponsor and facilitating applicable corrections by the appropriate IRS deadlines;
Prepare account allocation / valuation report;
Ensuring participant vesting information is updated accurately each plan year;
Prepare, Deliver, and File applicable annual government filings such as Form 5500, 8955-SSA, and 5330;
Prepare Summary Annual Report (SAR);
Coordination of information with plan auditor (if applicable);
Review and verify accuracy of distribution forms prepared by Plan Administration Associate;
Coordinate and review 3(16) co-fiduciary services provided by Plan Administration 3(16) Specialist;
Ensure participant notices are accurately produced and delivered as designated in service agreements;
Routine annual plan design consulting with client;
Facilitate plan design changes requiring amendments to plan document with Compliance Manager;
Any other assigned tasks given by a Supervisor.

Qualifications:

Education – Bachelors Degree or equivalent experience preferred;
5 or more years ERISA experience in the retirement industry is required, 8+ preferred;
Strong Word, Excel, and Outlook skills;
Strong mathematical aptitude;
Attention to detail;
Strong time management skills;
Ability to multi-task;
Excellent problem solving and analytical skills;
Relationship builder;
Effective communication skills.

Employee Benefits:

Employer funded health insurance benefits
Group sponsored dental insurance
Employer paid vision insurance for employee, spouse & dependents
Employer paid life, short-term disability and long term disability insurance
Employer funded Health Savings Account (HSA)
Employer funded Health Reimbursement Arrangement (HRA)
Flexible spending account benefits
Up to 5 weeks vacation leave
Paid sick leave
Holiday pay
401(k) retirement plan benefits including matching employer contributions
Performance bonuses
Flex schedules
Office hours are Monday-Thursday 8am-5pm & Friday 8am-3pm.

You can also apply at mcgregoreba.bamboohr.com/careers or by visiting our website at www.mcgregoreba.com/careers.

Job Type: Full-time

Pay: From $31.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: Hybrid remote in Lexington, KY 40513

Apply Now

Refine Your Search

investment manager jobs in kentucky

Senior Retirement Plan Account Manager (Hybrid or Remote)

Shift Manager - Wendy's

Assistant General Manager - Wendy's

Implementation Project Manager IV Retirement Services

Manager/ Senior Manager, Defined Benefit Operations

Senior Retirement Plan Account Manager

Data Consultant, Stock Plan Project Manager

Risk Manager

Plant Manager- Tarter Industries

Manager, Actuarial Services

Senior Manager, Compensation

Portfolio Support Manager

Senior Manager, Strategic Planning (IC)

Senior Implementations Manager - Reimbursement Accounts

Accounting Manager

Program Launch Manager

Branch Manager

Enterprise Risk Manager

Associate Ready to Drink Portfolio Manager

Managing Director- 401k Relationship Manager

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