Ameritas

Role Description This position assists and contributes to the design, development, and deployment of business systems to meet Retirement Plan division goals and objectives. This role will work on systems for both the NAV and GVA platforms, developing and submitting requirements for enhancements and strategy items. This role will support preparations for the future state project of moving all retirement plans to one recordkeeping system. Perform system testing, as well as troubleshooting issues and maintaining communication with other teams in Retirement Plans on system-related questions and break/fix issues. This position is remote (within the U.S.A.) and does not require regular in-office presence. What you do: - Work with relevant and assigned Center of Excellence/Expertise teams to implement and effectively utilize systems. - Represent the business team in all meetings (I.e. sprint planning, steering team, etc). - Submit tickets for work needed to execute strategies. - Develop and submit requirements for enhancements. - Work with leaders to meet their needs and troubleshoot issues relating to systems; develop solutions to best utilize systems in the organization. - Perform required system testing and other requirements in the center of excellence/expertise process. - Provide training and answer ad hoc questions. Qualifications - Bachelor's degree or equivalent combination of education and experience required. - 3-5 years of relevant retirement plans industry experience required. - Previous business systems experience desired. - Previous FIS Omni system experience desired. Benefits - A meaningful mission. Great benefits. A vibrant culture. - For your money: - 401(k) Retirement Plan with company match and quarterly contribution. - Tuition Reimbursement and Assistance. - Incentive Program Bonuses. - Competitive Pay. - For your time: - Flexible Hybrid work. - Thrive Days - Personal time off. - Paid time off (PTO). - For your health and well-being: - Health Benefits: Medical, Dental, Vision. - Health Savings Account (HSA) with employer contribution. - Well-being programs with financial rewards. - Employee assistance program (EAP). - For your professional growth: - Professional development programs. - Leadership development programs. - Employee resource groups. - StrengthsFinder Program. - For your community: - Matching donations program. - Paid volunteer time– 8 hours per month. - For your family: - Generous paid maternity leave and paternity leave. - Fertility, surrogacy, and adoption assistance. - Backup child, elder and pet care support. Company Description Ameritas is an insurance, financial services and employee benefits provider. Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t. Application Deadline This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.

Role Description Ameritas is seeking a Group Regional Sales Representative to join a dynamic and collaborative team. In this role, you will build and maintain strong business relationships with brokers, agents and other insurance professionals to meet or exceed established sales goals, quotas, targets or objectives within your assigned territory. You will focus on selling Dental, Vision and Hearing employee benefit products. This position will focus on covering Tennessee. Position Location: This position is remote and does not require regular in-office presence. The ideal candidate will be located in Nashville or Memphis. - Develop and maintain multiple business relationships to meet or exceed established sales goals, quotas, or objectives within your assigned territory. - Develop a clear understanding of Ameritas business, our diverse Group products, the complex business relationships within the brokerage community and the clients we service. - Support new sales initiatives to increase sales of existing products and/or develop sales of new products. - Collaborate with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance. - Identify and procure new customer sales opportunities in partnership with brokers in territory. - Manage the inforce block of business to build new/integrated sales opportunities with existing clients. - Build, maintain and enhance strong producer relationships through superior product and services knowledge, territory management practices, and excellent customer service. Qualifications - Bachelor's Degree or equivalent experience. - Ability to learn the insurance/financial services industry, including products and marketing practices. - Ability to demonstrate a leadership presence with internal and external partners with strong ability to create relationships and be a team player. - Excellent interpersonal, presentation and collaboration skills. - Highly energized, motivated, results oriented self-starter with problem-solving skills. - Excellent time management, organization, and project management abilities. - Ability to work with a team to achieve optimal results. - State Health/Life License Required. If not held at time of hire, required to obtain within 6 months. Benefits - A meaningful mission. Great benefits. A vibrant culture. - For your money: - 401(k) Retirement Plan with company match and quarterly contribution. - Tuition Reimbursement and Assistance. - Incentive Program Bonuses. - Competitive Pay. - For your time: - Flexible Hybrid work. - Thrive Days - Personal time off. - Paid time off (PTO). - For your health and well-being: - Health Benefits: Medical, Dental, Vision. - Health Savings Account (HSA) with employer contribution. - Well-being programs with financial rewards. - Employee assistance program (EAP). - For your professional growth: - Professional development programs. - Leadership development programs. - Employee resource groups. - StrengthsFinder Program. - For your community: - Matching donations program. - Paid volunteer time– 8 hours per month. - For your family: - Generous paid maternity leave and paternity leave. - Fertility, surrogacy, and adoption assistance. - Backup child, elder and pet care support. Application Deadline This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.

Role Description The Senior Coordinator, Transition supports implementation consultants in the smooth transition from point-of-sale through hand-off to the client services and administration teams. This position is responsible for the intake of new and conversion plan paperwork on all appropriate systems within the department. Additionally, this position is responsible for implementing plans on the recordkeeping system, requiring the ability to interpret the plan documents and a deep understanding of the recordkeeping system. The position is responsible for establishing the appropriate investments and sources, inputting plan provisions, generating 404a5 disclosures and enrollment materials, and establishing participant records with the appropriate employment and plan status. This position is remote and does not require regular in-office presence. - Completes the quality check of all received transition paperwork ensuring all information is included. - Updates the workflow system to reflect milestone events with the transition process/plan. - Establishes plan in recordkeeping system. - Attaches investments and creates accounts and sources in recordkeeping system. - Interprets plan document and input plan provisions into recordkeeping system. - Inputs fee schedules and prepares plan notices for approval. - Prepares and orders enrollment materials. - Prepares and imports employee census data into the recordkeeping system and maps contribution rates and deferral elections. - Prepares and imports historical payroll data in the recordkeeping system. - Be a resource to assist other lines of business where there is greater demand. Qualifications - Bachelor's Degree or equivalent experience in Business-related field required - 1-3 years of experience in working with retirement plans - Multiple Employer Plan experience a plus but not required - Relius experience a plus but not required Benefits - A meaningful mission. Great benefits. A vibrant culture. - 401(k) Retirement Plan with company match and quarterly contribution - Tuition Reimbursement and Assistance - Incentive Program Bonuses - Competitive Pay - Flexible Hybrid work - Thrive Days - Personal time off - Paid time off (PTO) - Health Benefits: Medical, Dental, Vision - Health Savings Account (HSA) with employer contribution - Well-being programs with financial rewards - Employee assistance program (EAP) - Professional development programs - Leadership development programs - Employee resource groups - StrengthsFinder Program - Matching donations program - Paid volunteer time– 8 hours per month - Generous paid maternity leave and paternity leave - Fertility, surrogacy and adoption assistance - Backup child, elder and pet care support

Role Description The RVP- Independent Distribution position is the relationship manager/wholesaler of fixed Ameritas Life, Disability and Annuity products within the Independent Distribution Channel focused on Insurance Marketing Organizations and Brokerage General Agencies. Activities include: - Developing and implementing sales strategies - Identifying potential distribution partners - Managing existing relationships - Providing training and product/service support This position is remote and does not require regular in-office presence. What you do: - Recruits and maintains new/current relationships with partners and assigned relationships/offices to manage production - Develops a strategic plan for the region and monitors key metrics to ensure progress toward goals - Collaborates with peers and stakeholder areas to ensure we are providing the right tools and resources to foster the greatest return on investment - Facilitates the due diligence review of organizations that are pursuing a relationship with Ameritas - Ensures effective onboarding for new relationships; mentors and coaches less experienced team members and delivers impactful training - Gathers and documents competitive intelligence and industry insights and makes appropriate adjustments to divisional strategy where applicable - Plans and manages the deployment of resources to maximize territory sales while being responsible for budgeting and expenses - Identifies and resolves complex problems for both internal and external parties Qualifications - Bachelor's Degree or equivalent experience required - 4-7 years Insurance experience with emphasis on sales or marketing required - 4-7 years Relationship or Account Manager to IMOs/IBDs/Strategic experience required - Proven track record of successfully growing a territory within the independent distribution channel through IMO relationships - Demonstrated ability to build, manage, and deepen relationships with IMOs and key distribution partners - Strong presentation and communication skills, with experience delivering effective presentations both in person and through virtual/webinar platforms - Proven ability to influence and drive sales results through relationship management, business planning, and consultative selling - Excellent organizational skills, with the ability to prioritize opportunities and manage multiple strategic relationships simultaneously - Ability to work independently and collaborate effectively with internal teams to achieve territory growth objectives Benefits - 401(k) Retirement Plan with company match and quarterly contribution - Tuition Reimbursement and Assistance - Incentive Program Bonuses - Competitive Pay - Flexible Hybrid work - Thrive Days - Personal time off - Paid time off (PTO) - Health Benefits: Medical, Dental, Vision - Health Savings Account (HSA) with employer contribution - Well-being programs with financial rewards - Employee assistance program (EAP) - Professional development programs - Leadership development programs - Employee resource groups - StrengthsFinder Program - Matching donations program - Paid volunteer time– 8 hours per month - Generous paid maternity leave and paternity leave - Fertility, surrogacy and adoption assistance - Backup child, elder and pet care support Company Description Ameritas is an insurance, financial services and employee benefits provider. Our purpose is fulfilling life, which means helping all kinds of people, at every age and stage, get more out of life. Ameritas has a reputation as a company that cares, and we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Role Description Ameritas is seeking Customer Service Representatives to drive the business by providing customer service that exceeds customer expectations and achieves customer loyalty. This is an inbound, call center position and will communicate with providers and insured members for verification of insured eligibility, plan provisions, claim status or other pertinent information. This role will be a part of our Group (dental and vision) insurance division. - Communicates by phone or written correspondence with policyholders, providers, plan participants, and field partners to answer routine questions, process transactions, or resolve issues. - Documents customer inquiries and related customer data electronically. - Assists service team(s) with back office support functions. - Protects the confidentiality of plan participants and policyholders to ensure compliance with privacy policies and procedures. - Supports department goals by achieving established service standards and metrics. Qualifications - High school diploma or equivalent. - 0-2 years of related experience; contact center, customer service, dental office and/or insurance experience is highly preferred. - Ability to work overtime when required to support business needs. - Excellent verbal and written communication skills. Demonstrates initiative when assessing situations. - Proficient use of computer systems and keyboarding skills. Benefits - Starting pay of $18 per hour - 401(k) Retirement Plan with company match and quarterly contribution - Tuition Reimbursement and Assistance - Incentive Program Bonuses - Thrive Days - Personal time off - Paid time off (PTO) - Health Benefits: Medical, Dental, Vision - Health Savings Account (HSA) with employer contribution - Well-being programs with financial rewards - Employee assistance program (EAP) - Professional development programs - Leadership development programs - Employee resource groups - StrengthsFinder Program - Matching donations program - Paid volunteer time– 8 hours per month - Generous paid maternity leave and paternity leave - Fertility, surrogacy and adoption assistance - Backup child, elder and pet care support Company Description Ameritas is an insurance, financial services and employee benefits provider. Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you’ll find energizing work challenges, flexible hybrid work options, and time for family and community. Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Application Deadline This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.

Role Description Are you a client minded professional with Retirement Plans experience? Seeking a Client Services Consultant to join our Client Service Team’s Contact Center and drive the business primarily acting as a liaison between the retirement plan agent, client, and internal partners. The ideal candidate will develop and maintain a professional and positive relationship with retirement plan clients and ensure that all required services are provided to the client. This position is remote (within the U.S.A.) and does not require regular in-office presence. - Manage large amounts of inbound calls in a timely and friendly manner. - Identify customers’ needs, clarify information, research issues, and provide solutions. - Demonstrate ability to remain calm and in control in high stress situations and handle difficult situations/personalities. - Ability to be flexible and shift focus quickly to enhance the client experience. - Consult with retirement plan clients, agents, and TPA’s to help evaluate problems and complaints of the callers and provide proper solutions. - Guide callers through troubleshooting, navigating the company website or using the products and services. - Research needed information using available resources and follow-up on client calls via phone or email as appropriate. - De-escalate situations involving concerned customers, offering patient assistance and support. - Provide detailed and relevant notes from client interactions report on customer feedback. - Improve the client experience by offering a positive interaction over the phone or email. - Support a communicative and collaborative team environment. - Promote a professional and positive image of Ameritas Retirement Plans. - Develop and nurture plan sponsor, agent, and TPA relationships. - Support and drive client service initiatives, and maintain risk awareness and regulatory knowledge. - Willingness to have calls and emails evaluated or monitored for coaching and quality assurance purposes. - Must be open to feedback and demonstrate an enthusiasm to learn. - Coordinates, joins, and/or participates in discussions. May serve on committees to improve procedures, identify inefficiencies, and provide solutions. Qualifications - Bachelor's Degree or equivalent experience preferred. - Associate's Degree (preferably in business, finance, or some other relevant major) or equivalent experience required. - Less than 2 years Related Experience required. - Relevant experience in the retirement plans industry required (client service experience preferred). - Strong written and oral communication skills required. - Ability to manage priorities and meet required service level goals. - Strong customer focus with excellent interpersonal skills required. - Proficiency with Microsoft Office products (Word, Excel and PowerPoint) required. - Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration desired. - Willingness to work until 6p EST. Benefits - 401(k) Retirement Plan with company match and quarterly contribution. - Tuition Reimbursement and Assistance. - Incentive Program Bonuses. - Competitive Pay. - Flexible Hybrid work. - Thrive Days - Personal time off. - Paid time off (PTO). - Health Benefits: Medical, Dental, Vision. - Health Savings Account (HSA) with employer contribution. - Well-being programs with financial rewards. - Employee assistance program (EAP). - Professional development programs. - Leadership development programs. - Employee resource groups. - StrengthsFinder Program. - Matching donations program. - Paid volunteer time– 8 hours per month. - Generous paid maternity leave and paternity leave. - Fertility, surrogacy, and adoption assistance. - Backup child, elder and pet care support. Company Description Ameritas is an insurance, financial services and employee benefits provider. Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you’ll find energizing work challenges, flexible hybrid work options, and time for family and community. An Equal Opportunity Employer: Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Application Deadline: This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.

Role Description Ameritas is seeking a Divisional Vice President (DVP), Sales and Distribution to focus on recruiting independent financial professionals to Ameritas Investment Corp. and Ameritas Advisory Services, LLC (AIC/AAS). In this role you will focus on the identification and successful recruitment of advisors that seek to operate an independent business with a true business partner. Build, develop, and deploy a comprehensive relationship management strategy for all agency and advisor distribution agencies. You will be the driving force of communicating the AIC/AAS value proposition to the Financial Professional community. This position is remote and does not require regular in-office presence. - Contribute meaningfully as a member of the broker dealer and RIA leadership team. - Responsible for the overall strategy to develop, deliver, and maintain an effective recruiting and relationship management strategy; including supporting agencies in their advisor and firm level growth objectives. - Recruit qualified registered representatives and/or investment advisor representatives to join AIC/AAS by developing new leads obtained through multiple sources and contacting prospective representatives to communicate the benefits, both tangible and intangible, of affiliating with the company. - Manage the comprehensive CBA review process and thoughtful creation of transition assistance packages. - Conduct prospecting calls to advisors and utilize consultative sales skills to recruit new business. - Qualify prospects based upon comprehensive engagement questionnaire. - Develop innovative strategies and detailed sales plan to ensure the attainment of firm level recruitment goals. - Prepare and deliver formal business presentations to qualified prospective representatives highlighting AIC/AAS’s platforms, products, technology, and service. Answer questions and utilize sales techniques to recruit business. - Coordinate and host home office visits, networking dinners, and receptions for prospective representatives. - Develop relationships with product sponsors, wholesalers, and other business contacts as a source of new lead generation. - Provide prospective representatives with continued, on-going contact through personal phone calls, virtual meetings, in-person visits, and written communications. - Prepare detailed activity and pipeline reports and deliver updates to key constituencies across the Ameritas enterprise. - Manage and direct the transition consultants to drive successful onboarding experiences. - Build rapport and effective working relationships across internal business units to drive successful advisor commitment and transition of business. - Represent AIC/AAS at various trade shows, conferences, and seminars. - Maintain current, up-to-date knowledge of key industry trends and developments. - Other duties as assigned. Qualifications - Bachelor’s degree or equivalent combination of education and work experience required. - 10+ years’ experience in recruiting financial professionals and relationship management experience specifically in the RIA/Broker Dealer industry required. - Experience working with OSJs, branch offices, and/or agencies on structuring sound recruiting processes to build their team(s) required. - Deep understanding of the financial services industry and field distribution systems required. - Strong track record of successful recruiting into the independent advisor industry. - Industry licenses including Health & Life license; Series 7, Series 24, Series 65/66 preferred but not required. - Strong business acumen and decision-making abilities in a high-growth and risk-charged environment desired. - Highly organized, performance-driven, results focused, self-starter desired. - Strong communication, influencing and relationship management skills desired. - Willingness and ability to travel up to 50% required. Benefits - 401(k) Retirement Plan with company match and quarterly contribution. - Tuition Reimbursement and Assistance. - Incentive Program Bonuses. - Competitive Pay. - Flexible Hybrid work. - Thrive Days - Personal time off. - Paid time off (PTO). - Health Benefits: Medical, Dental, Vision. - Health Savings Account (HSA) with employer contribution. - Well-being programs with financial rewards. - Employee assistance program (EAP). - Professional development programs. - Leadership development programs. - Employee resource groups. - StrengthsFinder Program. - Matching donations program. - Paid volunteer time– 8 hours per month. - Generous paid maternity leave and paternity leave. - Fertility, surrogacy, and adoption assistance. - Backup child, elder and pet care support.

Role Description This position is remote and does not require regular in-office presence. This position is responsible for supporting service delivery by using established knowledge of company products and processes as well as by conducting basic analysis to process and support service-related tasks. The incumbent will work under limited supervision and may provide guidance to entry level associates or peers. - Answer all inquiries in a professional manner. - Maintain an understanding of the requirements relating to retirement plan participants. - Educate retirement plan participants on available distribution, rollover, and consolidation options and assist participants throughout each process. - Assist participants in accessing their account on-line; assist in resolving retirement plan participants' requests. - Assist in participant education regarding on-line functionality (i.e. on-line enrollment, transfers, loans and withdrawals). - Identify process improvement opportunities to increase efficiency and effectiveness of the team while maintaining an exceptional level of service. - Protect assets by adhering to all applicable regulations, policies and procedures, regulatory requirements, process requirements, and established risk guidelines. - Produce professional correspondence and demonstrate professional verbal communication and customer service skills. - Consult with the Client Service and Admin Service teams to provide assistance as volumes dictate. - Investigate and resolve participant issues and share the results with appropriate parties. Provide written instructions to involved parties. - Maintain the confidentiality of the retirement plan participant to protect and ensure compliance with policy and procedures. - Maintain a global level of knowledge in Retirement Plan areas (New Business, ERISA Plan Services, and Client Services) and remain familiar with daily processing requirements in these areas. - Effectively coordinate, join, and/or participate in discussions. May serve on committees to improve procedures and resolve problems within teams and across the department. - Other duties as assigned. Qualifications - H.S Diploma or GED - College degree preferred - 1-2 years' customer service experience and previous contact center experience required - Retirement Plans Experience preferred Requirements - Proficient written and oral communication skills. - Ability to manage multiple priorities while working within required deadlines. - Proficient customer focus with excellent interpersonal skills. - Ability to assume ownership and work within a team environment. - High level of curiosity and willingness to learn new methods and procedures. - Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration preferred. - Proficiency with Microsoft Office products (Word, Excel, and PowerPoint). - ASPPA exams or equivalents preferred. - Knowledge of OMNI, Relius, and recordkeeping systems preferred. - Bilingual in Spanish and English preferred. - Some OT required - Must be willing to work 9-6p EST or 8-6p EST with a 60-minute lunch. Benefits - 401(k) Retirement Plan with company match and quarterly contribution - Tuition Reimbursement and Assistance - Incentive Program Bonuses - Competitive Pay - Flexible Hybrid work - Thrive Days - Personal time off - Paid time off (PTO) - Health Benefits: Medical, Dental, Vision - Health Savings Account (HSA) with employer contribution - Well-being programs with financial rewards - Employee assistance program (EAP) - Professional development programs - Leadership development programs - Employee resource groups - StrengthsFinder Program - Matching donations program - Paid volunteer time – 8 hours per month - Generous paid maternity leave and paternity leave - Fertility, surrogacy, and adoption assistance - Backup child, elder, and pet care support

Role Description Ameritas is seeking Customer Service Representatives to drive the business by providing customer service that exceeds customer expectations and achieves customer loyalty. This is an inbound, call center position and will communicate with providers and insured members for verification of insured eligibility, plan provisions, claim status or other pertinent information. This role will be a part of our Group (dental and vision) insurance division. - Communicates by phone or written correspondence with policyholders, providers, plan participants, and field partners to answer routine questions, process transactions, or resolve issues. - Documents customer inquiries and related customer data electronically. - Assists service team(s) with back office support functions. - Protects the confidentiality of plan participants and policyholders to ensure compliance with privacy policies and procedures. - Supports department goals by achieving established service standards and metrics. Qualifications - High school diploma or equivalent. - 0-2 years of related experience; contact center, customer service, dental office and/or insurance experience is highly preferred. - Ability to work overtime when required to support business needs. - Excellent verbal and written communication skills; demonstrates initiative when assessing situations. - Proficient use of computer systems and keyboarding skills. Benefits - Starting pay of $18 per hour. - 401(k) Retirement Plan with company match and quarterly contribution. - Tuition Reimbursement and Assistance. - Incentive Program Bonuses. - Thrive Days - Personal time off. - Paid time off (PTO). - Health Benefits: Medical, Dental, Vision. - Health Savings Account (HSA) with employer contribution. - Well-being programs with financial rewards. - Employee assistance program (EAP). - Professional development programs. - Leadership development programs. - Employee resource groups. - StrengthsFinder Program. - Matching donations program. - Paid volunteer time – 8 hours per month. - Generous paid maternity leave and paternity leave. - Fertility, surrogacy and adoption assistance. - Backup child, elder and pet care support. Company Description Ameritas is an insurance, financial services and employee benefits provider. Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you’ll find energizing work challenges, flexible hybrid work options, and time for family and community. Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Application Deadline This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.

Role Description The Sr. Plan Administration Analyst provides administrative services for qualified retirement plans including, but not limited to: - Annual compliance testing - Contribution calculations - Preparation of the Form 5500 This role keeps plans qualified by ensuring all regulatory deadlines are met and working with clients to resolve compliance issues. This position works with and advises other departments on plan compliance matters. This position is remote (within the U.S.A.) and does not require regular in-office presence. Qualifications - Bachelor's Degree required or equivalent combination of education and experience in Retirement Plans - 1-3 years retirement plan administration experience required - Ability to manage data and process financial transactions with a high degree of accuracy - Ability to maintain data security by following all data security guidelines - Excellent mathematical and Excel skills required - Excellent communication skills required - Ability to work under tight deadlines and attention to detail are both desired Requirements - Communicate by phone or written correspondence with plan sponsors and their advisors regarding compliance related matters - Administer retirement plans according to plan documents - Calculate employer contributions - Determine participant eligibility and vesting according to plan document - Perform annual plan compliance testing, including ADP/ACP, Top Heavy, 410(b), and 402(g) and work with client on corrective measures for failed tests - Prepare and file Forms 5500 and 5330 - Provide support for plan audits - Utilize multiple systems to administer plans efficiently and by regulatory deadlines Benefits Ameritas offers a range of benefits: - For your money: - 401(k) Retirement Plan with company match and quarterly contribution - Tuition Reimbursement and Assistance - Incentive Program Bonuses - Competitive Pay - For your time: - Flexible Hybrid work - Thrive Days - Personal time off - Paid time off (PTO) - For your health and well-being: - Health Benefits: Medical, Dental, Vision - Health Savings Account (HSA) with employer contribution - Well-being programs with financial rewards - Employee assistance program (EAP) - For your professional growth: - Professional development programs - Leadership development programs - Employee resource groups - StrengthsFinder Program - For your community: - Matching donations program - Paid volunteer time– 8 hours per month - For your family: - Generous paid maternity leave and paternity leave - Fertility, surrogacy, and adoption assistance - Backup child, elder and pet care support Company Description Ameritas is an insurance, financial services and employee benefits provider. Our purpose is fulfilling life, meaning helping all kinds of people, at every age and stage, get more out of life. Ameritas has a reputation as a company that cares, and we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer. This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.