- HUB International (Austin, TX)
- …Making yourself a trusted resource for all matters related to retirement plan development. + Use technical, analytical, and communication skills to support ... committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United… 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 ... and investment strategies, with a focus on 401K plans and personal finance. The Retirement Plan Advisor will work closely with employers and their teams to… more
- HUB International (Dallas, TX)
- …committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United ... are looking for a motivated individual to join our Retirement Plan Specialist ("RPS") Team. The RPS...capacity and willingness to learn, exhibit professional and effective communication skills, and be able to work in a… more
- T. Rowe Price (Colorado Springs, CO)
- …the opportunity to join us and grow your career with us. T. Rowe Price Retirement Plan Services, the firm's full-service recordkeeping unit, has been an industry ... mobile and phone channels. The business enjoys industry-leading client satisfaction scores. Senior Retirement Plan Sales Executive The Senior Retirement … more
- Ascensus (Philadelphia, PA)
- …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...minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act… 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 ... degree preferred + Minimum 5 years of hands on Retirement plan testing experience is a must;...Excel, and Outlook skills + Strong written and oral communication skills + Strong analytical and problem-solving skills +… more
- System One (Tulsa, OK)
- …Representative. This is a customer service position primarily responsible for phone and email communication with retirement plan participants and plan ... all inquiries is critical. This position is also responsible for processing plan participant distribution requests accurately and timely. Duties: + Respond to … more
- HUB International (Greensboro, NC)
- …**REQUIREMENTS:** + Bachelor's degree preferred. + 7-10 years' experience in qualified plan retirement investment industry. + Must have maintained a Series ... Sponsor Fiduciary Training to committee members. + Planning communication strategy for client, directing the preparation of ...and 63 or 65 license. + Knowledge of RPAG Retirement Plan Fiduciary analysis tool or similar… more
- Lincoln Financial Group (San Diego, CA)
- …**Requisition #:** 73654 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a ... and solutions across four core businesses - annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had… more
- Wolters Kluwer (Columbus, OH)
- …Bachelor's Degree; or equivalent experience **Experience:** + 3+ years experience with retirement plan administration + Knowledge of regulations and legislation ... Purchase, etc). The position will be tasked with all aspects of plan administration from validating census data, compliance testing, trust accounting, asset… more
- PNC (Dallas, TX)
- …and have an opportunity to contribute to the company's success. As a Retirement Plan Advisor within PNC's Institutional Asset Management organization, you will ... service benchmarking. Responsibilities include working closely with clients on: plan design, investments, vendor management, participant education, and legislative… more
- TE Connectivity (Berwyn, PA)
- …of process improvements related to the retirement plans * Developing strategic retirement plan communications * Evaluation and ongoing support related to ... well as other internal and external partners such as Communications , Payroll, HRIS, Legal, Finance and Treasury. The team...of the plans including summary plan descriptions, plan documents, annual retirement plan … more
- Cargill (Wayzata, MN)
- …vendor changes, partnering with the business and key stakeholders on retirement plan initiatives + Develop employee communications , provide retirement ... managing financial risk appropriately. You will also manage vendor relationships, develop retirement plan design solutions in support of union negotiations and… more
- Florida Atlantic University (Boca Raton, FL)
- …+ Maintain accurate and up-to-date benefit plan information and documentation. Retirement Administration: + Process retirement plan enrollments, changes, ... and distribution request. + Maintain accurate and up-to-date retirement plan records in Workday. + Assist employees with retirement -related inquiries. +… more
- Aegon Asset Management (MI)
- …obtain within six months. + Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification ... and execute strategies and approaches to promote participant action toward a fully funded retirement ; deliver on key plan metrics (ie retirement outlook,… more
- Arkansas Government Job (Little Rock, AR)
- …and 8 hours Children's Educational Activity Leave (CEAL) annually + Defined benefit retirement plan with 5 year-vesting + Optional 457(b) deferred compensation ... Retirement Section Manager position will be in the Communications Section and will work on general communications...retirement plan + Career service recognition program… more
- Ascensus (Columbus, OH)
- …works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and ... culture. *Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and Ascensus business and product offerings *Consistently… more
- Lincoln Financial Group (Fort Wayne, IN)
- …are excited to bring on a **Customer Service Representative** to support the Retirement Plan Services business (bilingual opportunities available!). This role is ... for individuals who have questions or concerns regarding their retirement plan . You will serve as a...related to the position. + Strong written and verbal communication skills. + Ability to work with others in… more
- ADP (Salem, NH)
- …effective relationships with ADP clients and is the direct client contact for retirement plan services. The Client Service Specialist is responsible for ... communicating with clients regarding service delivery, providing assistance on day-to-day retirement plan administration, troubleshooting plan issues, and… more
- Commonwealth of Pennsylvania (PA)
- …successfully completed college-level coursework related to mathematics, benefits administration, retirement plan management, group benefits, economics, finance, ... / Division Code 00721530 Bureau / Division Bureau of Communications and Counseling Worksite Address 300 Cedar Ridge Drive...save money and ensure peace of mind including multiple retirement and investment plan options. Work/Life Balance… more
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