- WTW (Los Angeles, CA)
- **Description** As a Senior Director in WTW's Nonqualified Client Solutions team (retirement, nonqualified defined contribution and defined benefit), you will be ... role, working closely with the senior leader(s) of WTW's Nonqualified Client Solutions team, in leading the team and...team, in leading the team and their efforts towards nonqualified revenue generation. You will also be consulting with… more
- Ascensus (Dresher, PA)
- …As a provider and partner, Newport is independent, experienced, and responsive. Manages nonqualified and COLI case work and workflow of assigned cases and ensures ... 2: Job Functions, Essential Duties and Responsibilities** + Serves as the nonqualified liaison between internal technical staff, nonqualified Regional Vice… more
- WTW (Los Angeles, CA)
- …client has a defined benefit pension, a defined contribution plan, and/or a nonqualified plan, we collaborate with the organization to determine the right approach ... LifeSight PEP stakeholders, adjacent Client Solutions (eg, Financial Resilience, Nonqualified Plans, Governance & Compliance) and key non-Retirement businesses (eg,… more
- Principal Financial Group (Des Moines, IA)
- …and transition areas, such as Defined Contribution, Defined Benefit, ESOP, Nonqualified , Annuities, etc. + Contribute to organizational learning by leading, ... mentoring, and coaching less experienced team members for effective onboarding management. Effectively manage special projects, which may include overseeing the development and marketing of new or improved administrative services, new business systems, new… more
- Charles Schwab (Richfield, OH)
- …testing for a total of over 900 defined contribution, defined benefit, and nonqualified retirement plans. We are looking for an Enrolled Actuary to be primarily ... responsible for preparing, reviewing and delivering DB services to support our corporate clients and self-employed individuals and small businesses. Specifically, the person will: + Consult with and manage relationships of prospective/ongoing clients and… more
- WTW (Denver, CO)
- …Forecasting future pension plan costs + Performing annual pension (qualified and nonqualified ) and post-retirement medical valuations for a variety of clients + ... Assisting with completion of plan reporting and filing requirements + Performing plan administrative tasks such as completing benefit calculations, reviewing plan documents and SPDs, and producing benefit statements + Analyzing de-risking options for defined… more
- USAA (San Antonio, TX)
- …related financial services experience. + Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and ... immediate) and individual retirement accounts. + Advanced knowledge of life insurance products to include term, permanent, and health solutions. + Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE… more
- CoStar Realty Information, Inc. (Arlington, VA)
- …Employee Stock Purchase Program and the Management Stock Purchase Plan, a nonqualified deferred compensation program. + Interact with transfer agent to ensure ... bi-weekly cancellations and monthly releases are processed in a timely manager and reconcile DWAC transactions as requested by the transfer agent. + Support timely Section 16 filings and monitor insiders' trading activities. + Prepare recurring and custom… more
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