- 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
- Navient (Herndon, VA)
- …+ Prepare tax and other payroll-related wires as needed. Qualified 401(k) and nonqualified deferred compensation plans and ESPP + Reconcile and confirm the accuracy ... compensation, review and reconcile deductions, and provide data to the nonqualified 401(k) plan vendor. + Monitor deferred compensation plan distributions; prepare… more
- Ascensus (Dresher, PA)
- …serves Fortune-1000, professional practice and bank clients, delivering industry leading nonqualified plan services, executive benefit consulting, as well as COLI ... programs to support Enterprise Solutions growth and retention objectives for nonqualified plan services, executive benefit consulting, COLI and BOLI insurance… more
- St. Luke's University Health Network (Allentown, PA)
- …Health Network retirement policies. Provide overall processes for qualified and nonqualified plans and recommend "best practices" and improved procedures. Position ... serves as a subject matter expert regarding plan design, eligibility, summary plan documents and compliance. Work in partnership with Senior Management, Finance, Legal, Employees and act as primary liaison with OCIO and other related consultants. JOB DUTIES… more
- Charles Schwab (Richfield, OH)
- …+ Introductory review of basic repricing functions including review of new nonqualified and defined benefit plans, mergers, and proactive pricing reviews + ... Monitoring Client Health Risk Elevation on a daily basis, which includes assigning tasks for repricing reviews and/or presentation needs + Participating in internal projects for the research, development, production, and maitenance of strategic solutions to… more
- Eversource Energy (Stamford, CT)
- …damage to Company or customer's property;_ + _Provide substation escort for nonqualified individuals;_ + _Keeping the substation buildings and grounds in good order, ... including minor repairs and snow removal;_ + _Works either indoors or outdoors as required, and is subject to overtime work;_ + _May have storm restoration and emergency assignments\._ **_JOB QUALIFICATIONS:_** + **_High school diploma or equivalent\._** +… more
- CoStar Realty Information, Inc. (Washington, DC)
- …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
- Morgan Stanley (New York, NY)
- …and welfare benefit plans * Prepare amendments to employee benefit plans, nonqualified deferred compensation plans and severance pay plans to ensure compliance with ... applicable legal requirements and to implement plan design changes * Review statutory, regulatory and other governmental pronouncements to assess the impact on employee benefit plans * Prepare and review employee benefit plan communications * Prepare and… more
- WTW (Short Hills, NJ)
- …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
- Raymond James Financial, Inc. (Seattle, WA)
- **Description** **Job Summary** Manage a select group of qualified and nonqualified retirement plans, which may include all aspects of plan design, overseeing day to ... day administration, trust accounting, participant notices, plan documents, compliance testing, and leading a team of analysts. Continuously gain knowledge of the retirement plan industry through ongoing education. **Essential Duties and Responsibilities** *… 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
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