- HUB International (Austin, TX)
- …committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United ... providing our valued clients with the best and most competent professional team. ** Retirement Plan Account Executive** As a Retirement Plan Consultant,… more
- Robert Half Finance & Accounting (Green Bay, WI)
- Description We are looking for a skilled Retirement Plan Advisor to join our team in Green Bay, Wisconsin. The primary function of this role is to provide expert ... investment strategies, with a focus on 401K plans and personal finance. The Retirement Plan Advisor will work closely with employers and their teams to offer… more
- JPMorgan Chase (Columbus, OH)
- …of the firm's top strategic priorities. **Job Summary** As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market Banking team, you ... will include connecting advisors and their clients to our award-winning retirement plan resources and solutions, with the ultimate goal of improving … more
- HUB International (Dallas, TX)
- …committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United ... **Description/Overview:** We are looking for a motivated individual to join our Retirement Plan Specialist ("RPS") Team. The RPS role acts as a personable… more
- Ascensus (Columbus, OH)
- …and support the work outlined for the Compliance Associate roles + Reads and comprehends retirement plan provisions from plan documents, summaries of plan ... Requirements** + Bachelor's degree preferred + Minimum 5 years of hands on Retirement plan testing experience is a must; 8+ years is preferred + Experience doing… more
- Ascensus (Dallas, TX)
- …contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person ... and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp … more
- HUB International (South Portland, ME)
- …their own unique, regional culture. We currently have an opportunity for a ** Retirement Plan Service Representative** . The selected employee will be responsible ... new plans, and maintaining the documentation and recordkeeping requirements for the retirement plans. **Responsibilities** **:** ** Retirement Plan Service… more
- Lincoln Financial Group (Columbus, OH)
- …excited to bring on a **Manager** to join the Call Center supporting our Retirement Plan Services organization to work in a remote environment. _Background ... Details_ As a Manager within the Retirement Plan Services Call Center, you will manage an assigned team within the Call Center to provide leadership, coaching… more
- Raymond James Financial, Inc. (Southfield, MI)
- …supervision, associate uses skills gained through experience and on-the-job training to answer retirement plan related phone calls from branch personnel in a ... meet IRS regulatory requirements. * Interprets rules and regulations by applying retirement plan knowledge. * Processes financial transactions accurately. *… more
- Lincoln Financial Group (Columbus, OH)
- …provides leadership, direction and functional expertise to ensure departmental results for our Retirement Plan Services team. You will direct and provide subject ... designation with additional years actuarial experience) _Nice-to-Haves:_ + 2+ years Retirement Plan Services experience **Application Deadline** Applications for… more
- ADP (Westerville, OH)
- …you'll enjoy the rewards, support and recognition you deserve. ADP is hiring a Retirement Plan Specialist In this position, you'll identify and cultivate new ... Connect customers' business needs with ADP's and ADP's Alliance Partners Retirement Services product(s) + Build mutually beneficial relationships with Alliance… more
- Lincoln Financial Group (San Francisco, CA)
- …**Requisition #:** 73578 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a ... across four core businesses - annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion… more
- Vanguard (Scottsdale, AZ)
- …Vanguard, we're taking a stand for investors. That starts with you. As a Retirement Plan Services Representative, you'll be our voice and our clients' advocate, ... quality service across Institutional Participant Services by supporting external employers 401(k) plan participants with their dynamic and complex needs - one may… more
- PNC (Houston, TX)
- …and have an opportunity to contribute to the company's success. As a Retirement Plan Advisor Sr within PNC's Institutional Asset Management organization, you ... service benchmarking. Responsibilities include working closely with clients on: plan design, investments, vendor management, participant education, and legislative… more
- St. Luke's University Health Network (Allentown, PA)
- … plan amendments as appropriate. + Supervise preparation of retirement forecast calculations, letters related to divorce proceedings, domestic relations and/or ... resources metrics. + Oversee annual audit process for all retirement plans. + Verify accuracy of eligible plan... retirement plans. + Verify accuracy of eligible plan compensation, service hours, contributions, deferrals, etc + Collaborates… more
- NBT Bank (NY)
- …preferred Skills and Abilities: + Ability to interpret documents such as retirement adoption agreements, program manuals, and government instructions and guidance. + ... + 45% Prepare compliance tests and year end packages including: review of plan eligibility requirements and determination of eligible participants; review of plan… more
- NBT Bank (NY)
- …Performed: + 45% Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations. Discuss the compliance ... are delivered within documented service standards through timely communication with clients, plan sponsors, advisors, internal teams and day to day contacts. + 30%… more
- Raymond James Financial, Inc. (Memphis, TN)
- …to** * Learn the concepts, principles and practices of assigned functional area * Plan , assign, monitor, review, evaluate and supervise the work of others * Coach ... and mentor others * Identify training needs and develop subordinates * Balance conflicting resource and priority demands * Partner with other functional areas to accomplish objectives * Facilitate meetings, ensuring that all viewpoints, ideas and problems are… more
- RWJBarnabas Health (Somerset, NJ)
- … Retirement Analyst will work closely with Payroll, Finance, Audit, and retirement plan providers to ensure items, such as compliance, nondiscrimination ... verbal Preferred: + Minimum 2+ years benefits experience with a retirement focus + Retirement Plan certification (CRP, CEBS, RPA, etc.) preferred Essential… more
- Aegon Asset Management (CA)
- …as necessary, to the T ransamerica Advice Center for consolidation through the retirement plan and IRA options. + Explain and ensure participants understand ... within six months. + Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification (eg CFP,… more
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