Retirement Plan Jobs in Atlanta, Georgia

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Looking for Retirement Plan jobs in Atlanta, Georgia? Browse our curated listings with transparent salary information to find the perfect Retirement Plan position in the Atlanta, Georgia area.

Accounting Analyst, Legal Operations

Company: NCR Corporation

Location: Atlanta, GA

Posted Aug 12, 2023

All qualified applicants will receive consideration for employment without regard to sex, age, race, color, creed, religion, national origin, disability, sexual orientation, gender identity, veteran status, military service, genetic information, or any other characteristic or conduct protected by law. Please do not forward resumes to our applicant tracking system, NCR employees, or any NCR facility. Basic Qualifications: Bachelor's degree in accounting, finance, or other related business discipline2 - 3 years' experience in an accounting, finance, or audit role, including basic accounting skills (i.e. ability to prepare journal entries and account reconciliations)Familiarity with SOX or other audit complianceMust be able to adjust and work effectively in a dynamic environmentAbility to communicate effectively across all levels of managementProficient in Microsoft applications -- Excel, PowerPoint, Word, Outlook Preferred Qualifications: Demonstrated ability to work independently, project management, prioritize work load, and display high-level organizational skillsDemonstrated ability to work cross-functionally and globally, with the ability to consult, build relationships, and/or indirectly influence and lead enterprise-wide and/or cross-functional teamsOperational experience with legal spend, including intellectual propertyAbility to multi-task; be observant and anticipate operational needsExcellent problem solver and able to handle difficult situationStrong writing, analytical, proofreading, and research skills LI-VC1 LI-hybrid Offers of employment are conditional upon passage of screening criteria applicable to the job. This role will report to the VP, Legal Operations. NCR is committed to being a globally inclusive company where all people are treated fairly, recognized for their individuality, promoted based on performance and encouraged to strive to reach their full potential. Statement to Third Party Agencies To ALL recruitment agencies: NCR only accepts resumes from agencies on the NCR preferred supplier list. In addition to the global law department with members in up to 20 different countries, this role will liaise directly with finance, accounting and members of the law leadership team. NCR is not responsible for any fees or charges associated with unsolicited resumes. Every individual at NCR has an ongoing responsibility to respect and support a globally diverse environment.

Early Career Geotechnical Engineer

Company: WSP USA

Location: Atlanta, GA

Posted Aug 12, 2023

Experience with discipline-specific design software (i.e., GINT, LPILE, Settle 3D, GeoSlope, Group, etc.). Basic proficiency with technical writing, office automation, software, technology, math principles, predictive models, spreadsheets, and tools. Highly familiar with construction codes, regulations, compliance practices, and record-keeping requirements. Knowledge of geotechnical engineering principles, practices, process, design/build, and the application to project work-related issues. Capable self-leadership with attention to detail, accuracy, multi-tasking, and prioritization of responsibilities in a dynamic work environment. Prior geotechnical experience. Write technical reports summarizing research with findings and conclusions, generating complete, accurate, and concise documentation using sketches, calculations, electronic systems, spreadsheets, and software. Your Impact With minimal supervision, assist with collecting, compiling, and analyzing data from the physical work site, soil/water/sludge/rock samples, surveys, blueprints, GIS data, subsurface information, maps, geotechnical data, and other matrices for project development, design, and construction. Perform basic professional geotechnical engineering work relating to conducting research and inspections of proposed and existing site conditions, including subsurface investigations, soil foundation engineering, settlement analysis, soil erosion, lateral earth pressures, geological hazards, underground water, and slope stability for commercial, industrial, building, infrastructure, and transportation projects. Ability to work independently with minimal supervision, as well as part of a team to meet business objectives.

Strategic Account Manager

Company: Rockwell Automation

Location: Atlanta, GA

Posted Aug 12, 2023

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. Familiarity with Rockwell Automation products, software platforms, and solutions is advantageous.Business Acumen: Solid understanding of business and financial principles, including budgeting, forecasting, and profitability analysis. Policies and procedures include, but not limited to: Standards of Business Conduct, Intellectual Property, Control Environment, Information Protection, ISO 9000 & 14000, government regulations (e.g., health, safety, quality and environmental). Additional certifications related to automation systems, project management, or sales would be considered a plus.Travel Flexibility: Willingness to travel as required to meet with customers, attend industry events, and visit Rockwell Automation offices or manufacturing facilities. The ability to translate technical concepts into business value propositions is crucial.Collaborative Approach: Proven ability to work collaboratively with internal cross-functional teams, including sales, engineering, marketing, and customer support, to ensure seamless execution of customer projects. Preferred Qualifications: Industry Expertise: Extensive knowledge and experience within the pulp and paper industry, including a deep understanding of industry processes, equipment, technologies, and challenges. Ability to coordinate resources, timelines, and deliverables to ensure successful implementation of automation solutions.Communication and Presentation Skills: Excellent verbal and written communication skills to effectively engage with customers, present technical information, and influence decision-makers. Willingness to continuously learn and adapt to evolving customer needs.Education and Certification: A bachelor's degree in engineering, business, or a related field is typically preferred. At Rockwell Automation we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Ability to develop and execute sales strategies, manage pipelines, and prioritize opportunities to maximize revenue generation and customer satisfaction.Adaptability and Resilience: Ability to thrive in a fast-paced and dynamic environment, adapting to changing market conditions and customer requirements.

Business Intelligence Senior Analyst - Cox Business

Company: Cox Enterprises

Location: Atlanta, GA

Posted Aug 12, 2023

Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Please do not forward resumes to our applicant tracking system, Cox employees, Cox hiring manager, or send to any Cox facility. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). With exciting investments and innovations across transportation, communications, cleantech and healthcare, our family of businesses - which includes Cox Automotive and Cox Communications - is forging a better future for us all. MBA a plus In depth, hands-on knowledge and experience with Salesforce.com Hands-on experience with CRM / SFA solutions implementation, including design, project planning, and execution Experience as a Salesforce.com Product Owner CRM Sales functionalities including Customer Data Hub, Customer Data Hierarchy, Customer Segmentation, Lead Management, Account Management, External List Management, Personalization, Customer lifetime value, Omni-channel CRM programs, and Opportunity Management, Contract and Contact Management Knowledge and understanding of Cox Business internal sales order systems: ICOMS, OPTIX, WATTS, SERV, etc Salesforce.com certification and/or Scaled Agile Certification and/or Green Belt Certification Experience in B2B marketing and sales process Experience in the telecommunications industry Experience in Cloud CRM products/technologies USD 84,600.00 - 127,000.00 per year About Cox Communications Cox Communications is the largest private telecom company in America, serving six million homes and businesses. For more details on what benefits you may be offered, visit our benefits page .   If you're interested in bringing people closer through broadband, smart home tech and more, join Cox Communications today! Prior experience in Sales functionalities - Lead Management, Account Management, Opportunity Management, Contact Management, External List Management, Personalization, and Customer Lifetime Value In depth, hands-on knowledge and experience with at least one industry standard CRM system; preferably Salesforce.com Manage, follow and adhere to the long/short term product roadmap for CRM in conjunction with functional leads Experience in full life cycle implementation (requirements gathering, process design, configuration, functional design, testing, conversion, and deployment) of CRM and SFA systems Ability to grasp and explain complicated subject matter to others across the business that are less connected to the situation and/or are less technically- oriented Exceptional business acumen and story-telling skills - the ability to communicate an insight to be understood easily and to drive action Excellent interpersonal, leadership, presentation, and collaborative skills to work effectively with teams throughout organization Demonstrated ability to multi-task, work under pressure, and think analytically Preferred     Bachelor's degree in Business Administration, Computer Science, Information Systems or a related field. That's a lot, but we also proudly serve our employees.

Digital Marketing Specialist

Company: M3

Location: Atlanta, GA

Posted Aug 12, 2023

All associates are expected to do what is necessary to get the work done and to cooperate fully with their supervisor’s requests for additional or altered duties.Digital Marketing Strategy: Develop and execute comprehensive digital marketing strategies, including objectives, tactics, and key performance indicators (KPIs), aligned with the organization's goals.Website Optimization: Conduct website audits, analyze user behavior, and optimize website content, structure, and functionality to improve user experience and drive organic traffic.Search Engine Optimization (SEO): Conduct keyword research, and optimize website content, meta tags, and other on-page elements to improve search engine rankings and visibility.Paid Advertising: Plan, execute, and optimize paid advertising campaigns on platforms like Google Ads, and remarketing campaigns to drive targeted traffic and conversions.Email Marketing: Develop and execute email marketing campaigns, including creating email templates, segmenting the audience, and analyzing campaign performance.Analytics and Reporting: Track, analyze, and report on key digital marketing metrics using tools like Google Analytics, providing insights and recommendations for optimization and improvement.Conversion Rate Optimization (CRO): Identify areas for improving website conversion rates, such as landing page optimization, A/B testing, and implementing lead generation tactics.Digital Adoption: Essentially responsible for driving more leads, more demos, and ultimately more deals that can be attributed to marketing through digital marketing.Stay Updated: Keep up with the latest digital marketing trends, industry best practices, and emerging technologies to continually enhance digital marketing strategies and tactics. Education/Training/Experience:A minimum of 2 or more years of experience in a directly related position is Preferred.Completion of a Bachelors Degree is Required. Implements and manages marketing automation systems, including customer relationship management (CRM) platforms and email marketing tools, to streamline marketing processes. Strong preference for the completion of a major in Sales, Marketing or Business ; or an equivalent combination of education and experience.Must have strong written and verbal skills in English and ability to communicate effectively.Must be able to build and maintain positive business relationships with co-workers and other business contacts.Must demonstrate problem-solving, critical thinking, and initiative skills.Must have knowledge of a variety of computer software applications, especially in MS Office, Email Sending Tools, CRM Tools, and other marketing software used. Physical Requirements:Ability to sit and/or stand for extended periods.Ability to perform work on a computer for extended periods.Ability to work in the office regularly, or pivot to working at home should emergency situations arise.Ability to travel nominally, up to 10% of the timerepresenting the company’s interests required.Ability to attend work per assigned schedule and attend meetings with excellent attendance and punctuality.Ability to bend and lift up to 25 lbs. Our office is complete with an employee gym, bright, open work spaces, and games in the break room (pool, shuffle board, video games).Compensation and Benefits: M3 offers a strong benefits package including 100% employer paid medical as well as dental, and vision for the employee and family; life, long and term disability, and Long Term Care insurance that the company provides free of charge; 401k with a 6% match; three weeks paid time off; discretionary profit sharing; a great culture, and competitive salary.  We are a certified Drug Free Workplace and Equal Opportunity Employer. Description Summary: Focuses on online marketing channels such as search engine optimization (SEO), search engine marketing (SEM), email marketing, and digital advertising. Create and maintains automated campaigns to increase brand awareness and revenue for M3. Essential Duties:The duties listed below are the essential functions of this position, and they may change as the needs of the company demand. We are looking for talented professionals to join our team!We're located in a beautiful and modern new building with the Headquarters in Gwinnett County, GA just off I-85. Employee-owned, family-oriented, and a great place to grow your career, our company-wide personal commitment to both clients and employees is simple: do the right thing and invest in long-term relationships. Together, we work to provide the highest standard of financial services and technology to deliver on our mission to drive hospitality company success. M3 helps make hospitality companies successful through technology that drives financial performance.Our hotel accounting software is used and trusted by the biggest names in the hospitality industry. Who Are We?M3 is a Top 150 Workplaces winner named by the Atlanta Journal Constitution!

Sr. Software Development Engineer in Test (Sr. SDET)

Company: Workday

Location: Atlanta, GA

Posted Aug 12, 2023

Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. The work we do is technical, challenging, and interesting. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. For more information regarding Workday's comprehensive benefits, please click here. You can expect an inclusive, diverse, and fun team that will challenge you, support you, and help you grow. This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Other Qualifications: Bachelor's degree in Computer Science, Engineering, Mathematics, or related field7+ years of experience in functional testing (Manual testing) and testing processes. If so, ask your connection at Workday about our Employee Referral process! Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records. Workday pay ranges vary based on work location.

Senior Database Engineer

Company: Zuora

Location: Atlanta, GA

Posted Aug 13, 2023

The text discusses the shift in business models towards the Subscription Economy, with a focus on the role of a Senior Database Engineer to operate and automate MySQL and similar database instances across Zuora's platform. The role requires 7-10 years of experience as a MySQL and/or Oracle Database Engineer, excellent coding and automation skills, and experience with public cloud technologies. The company, Zuora, is a leader in the Subscription Economy and offers a multi-product portfolio to nurture and monetize direct, digital relationships. The company values an inclusive, high-performance culture and is committed to creating an inclusive environment for all.

Senior System Engineer

Company: Ameris Bank

Location: Atlanta, GA

Posted Aug 12, 2023

• A+. • Managing/monitoring/configuring/troubleshooting. • Demonstrated project management experience. • Excellent understanding of network, system and application security. • Experience with database server administration and technologies. • Comprehensive knowledge of storage concepts and skills with various shared storage technologies (provisioning LUN's, expanding volumes, configuring RAID, replication, snapshot) utilizing EMC, Equallogic, Compellent, 3Par storage, Backup strategy and replication. • Working knowledge of ITIL v3 framework (certification preferred). Required Knowledge, Skills and Competencies: • Experience with programming languages preferred (JavaScript, Powershell, Python, XML, and .Net). Preferred: • Advanced knowledge of SCCM and Mcafee • Strong understanding of Internet/IP related technologies including, but not limited to, routing, switching and sub-netting and excellent understanding of network, system and application security. • Exceptional knowledge of Microsoft Server 2012 2016 and 2019.

Business Intelligence Senior Analyst - Cox Business

Company: Cox Enterprises

Location: Atlanta, GA

Posted Aug 12, 2023

Join us today!Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). Please do not forward resumes to our applicant tracking system, Cox employees, Cox hiring manager, or send to any Cox facility. For more details on what benefits you may be offered, visit our benefits page .Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.Statement to ALL Third-Party Agencies and Similar Organizations: Cox accepts resumes only from agencies with which we formally engage their services. MBA a plus In depth, hands-on knowledge and experience with Salesforce.com Hands-on experience with CRM / SFA solutions implementation, including design, project planning, and execution Experience as a Salesforce.com Product Owner CRM Sales functionalities including Customer Data Hub, Customer Data Hierarchy, Customer Segmentation, Lead Management, Account Management, External List Management, Personalization, Customer lifetime value, Omni-channel CRM programs, and Opportunity Management, Contract and Contact Management Knowledge and understanding of Cox Business internal sales order systems: ICOMS, OPTIX, WATTS, SERV, etc Salesforce.com certification and/or Scaled Agile Certification and/or Green Belt Certification Experience in B2B marketing and sales process Experience in the telecommunications industry Experience in Cloud CRM products/technologies USD 84,600.00 - 127,000.00 per yearAbout Cox CommunicationsCox Communications is the largest private telecom company in America, serving six million homes and businesses. With exciting investments and innovations across transportation, communications, cleantech and healthcare, our family of businesses - which includes Cox Automotive and Cox Communications - is forging a better future for us all. Prior experience in Sales functionalities - Lead Management, Account Management, Opportunity Management, Contact Management, External List Management, Personalization, and Customer Lifetime Value In depth, hands-on knowledge and experience with at least one industry standard CRM system; preferably Salesforce.com Manage, follow and adhere to the long/short term product roadmap for CRM in conjunction with functional leads Experience in full life cycle implementation (requirements gathering, process design, configuration, functional design, testing, conversion, and deployment) of CRM and SFA systems Ability to grasp and explain complicated subject matter to others across the business that are less connected to the situation and/or are less technically- oriented Exceptional business acumen and story-telling skills - the ability to communicate an insight to be understood easily and to drive action Excellent interpersonal, leadership, presentation, and collaborative skills to work effectively with teams throughout organization Demonstrated ability to multi-task, work under pressure, and think analytically Preferred Bachelor's degree in Business Administration, Computer Science, Information Systems or a related field. That's a lot, but we also proudly serve our employees. If you're interested in bringing people closer through broadband, smart home tech and more, join Cox Communications today!About CoxCox empowers employees to build a better future and has been doing so for over 120 years. Cox is not responsible for any fees or charges associated with unsolicited resumes. Facilitate creation of Business Requirements following a agile approach, or using the Business Process and Analysis (BPA) methodology as determined by the project sponsor Identify project stakeholders, risks and benefits of alternate designs; document assumptions; assess project impact of system changes to users, internal and external customers Develop System Requirements (SRQs), including process flows and use cases Consult with internal customers, cross-functional team members and external vendors to capture agreed-upon business objectives and processes to define system requirements Update and map SRQs to Business Requirements in the Requirements Traceability Matrix (RTM) Provide BA support for software testing and debugging plans to ensure requirements are met Provide status reporting for project progress, issues, dependencies and risks Proactively analyzes and documents solutions Identifies risks/pitfalls and articulates possible options Participates in business strategy & portfolio level discussions Knowledge of the business may be deep in one functional area with broad understanding of other functional areas Knowledge sharing and mentoring of lower level team members is customary Sphere of relationship and influence is within team, with key stakeholders & with senior management Facilitate meetings QUALIFICATIONS Minimum 4+ years' relevant experience in B2B sales environment with a BA/BS.

Customer Success Manager, GACP

Company: Equifax Inc.

Location: Atlanta, GA

Posted Aug 13, 2023

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference! Equifax is an Equal Opportunity Employer. Primary Location: USA-Georgia-Remote Function: Function - Sales and Account Management Schedule: Full time This position is also eligible for our incentive compensation program. At Equifax, it is not typical for an individual to be hired at or near the top of the range for their role. A reasonable estimate of the current range is $80,600 to $120,800. What you will do Proactively drive adoption, usage, net retention, and renewals by optimizing customer experienceAct as the connecting thread for internal teams with the customer across the customer journeyDrive customer advocacy in resolving customer issues from acquisition to adoption to use to value realizationServe as a trusted adviser and advocate for clientsCreate customer success plan with each clientMonitor and maintain customer healthEducate clients on business value of solutionsAid customers in usage and value realization of solutionsPartner with Account Executive(s) in preparing and conducting quarterly business reviewsDrive customer advocacy within EquifaxUtilize voice of the customer to inform product roadmapsCoordinate internal COE teams to benefit of customersProvide clients transparency on status of issues/requestsAssist with resolution of customer support issues What experience you need Bachelor's degree or equivalent experienceMinimum of 5 years in a customer success, account management, management consulting or other client-facing roleWorking knowledge of account management within Big-Tech or SaaS-based Digital Marketing companiesDemonstrated ability to proactively create structure in ambiguous situations and design effective processes and creatively solve problems What could set you apart Experience working cross-functionally with complex, multi-divisional, multi-geographical customersExceptional communication skills to foster positive business relationshipsAbility to establish milestones and keep all team members on task; strong project management skills We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks. This role is responsible for optimizing the Customer Experience lifecycle, handling post-Sales Implementation program management and collaborating with the customer to ensure they are realizing expected value from EFX solutions, as well as driving adoption and retention. This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets; experience and training; and other business and organizational needs.

Senior Project Manager, Conveyance

Company: Stantec

Location: Atlanta, GA

Posted Aug 12, 2023

• Strong presentation, technical and communication skills. • Project Management experience, such as budgeting, scheduling and coordination between stakeholders. Benefits Summary: Full-time and part-time employees have access to medical, dental, and vision plans, a wellness program, health saving accounts, flexible spending accounts, 401(k) plan, employee stock purchase program, life and accidental death & dismemberment (AD&D) insurance, short-term/long-term disability plans, emergency travel benefits, tuition reimbursement, professional membership fee coverage and paid family leave. Temporary employees have access to 401(k) plans, employee stock purchase program, and paid leave, in accordance with state and local law. • Demonstrated creativity, foresight and engineering judgment in anticipating and solving problems. • Effectively communicates project issues with the contractor, project team and clients in the execution of engineering projects. • Ability to complete tasks to meet project budget and schedule. • Understanding of storm and sanitary sewer rehabilitation, such as relining, is considered an asset. • Strong understanding of engineering concepts and ability to communicate ideas to others. • Thorough understanding of construction methods, such as open-cut and trenchless (microtunneling, jack and bore, etc.)

Program Manager II, Reverse Supply Chain Forecasting

Company: Google

Location: Atlanta, GA

Posted Aug 12, 2023

Our salary ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Learn more about benefits at Google . Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, equity, or benefits. Enable process improvements and tool development of ongoing evolution of our team. Work with cross-functional partners to develop and execute service strategies, analytics and reverse flow processes that enable sustainment of leading edge technology to power our global data centers. Enable on-time and predictable delivery of materials through SLA and KPI management. Contribute to supply chain designs to enable scalable supply chain models in a dynamic product and supply base environment. Lead process improvements and tool development in support of ongoing evolution of our team. Responsibilities Work with cross-functional partners to develop and execute reverse materials strategies, develop analytics and processes that enable sustainment of leading edge technology to power our global data centers.

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level plan administrators and compliance analysts earn $60k–$80k. Mid‑level consultants and portfolio managers range $90k–$120k. Senior analysts and senior managers command $130k–$170k, while directors and VP‑level executives earn $180k–$250k, depending on company size and geographic location.
Which skills and certifications are required in the Retirement Plan industry?
Key certifications include Certified Financial Planner (CFP), Certified Management Accountant (CMA), Retirement Plan Specialist (RPS), and Chartered Financial Analyst (CFA). Technical proficiency in plan software (Fidelity Plan Center, Vanguard Plan Services), data tools (Tableau, Power BI, SQL), and Excel modeling is mandatory. Knowledge of ERISA, IRS 401(k) rules, and fiduciary standards is essential.
Is remote work possible for Retirement Plan professionals?
Remote work is common for roles that focus on data analysis, compliance monitoring, and client advisory, such as Portfolio Managers and Compliance Analysts. Plan Administrators and Payroll Specialists often require on‑site access to sponsor records, but many firms offer hybrid arrangements with periodic in‑office meetings.
What career progression paths exist in the Retirement Plan field?
A typical trajectory moves from Analyst to Manager, then to Director of Retirement Services, and ultimately to VP or Chief Retirement Officer. Advanced roles include Plan Sponsor Advisor, consulting engagements for multiple firms, or leadership in fintech companies developing plan‑management platforms.
What industry trends are shaping Retirement Plan careers?
The sector is moving toward zero‑based budgeting, ESG‑aligned investment options, and AI‑driven analytics for plan health. Increased regulatory scrutiny, especially around fiduciary duty and data security, creates demand for compliance experts. The rise of defined‑contribution plans and employee ownership models expands opportunities for advisors skilled in investment strategy and participant education.

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