- T. Rowe Price (Owings Mills, MD)
- …Participates in internal activities and initiatives designed to improve the Client Administration/ Retirement Plan Services process and ensure a high-quality ... Retirement Plan Manager (Consultant) in Retirement Plans Services . You'll utilize your strong...uncovers ways to improve the daily operations of the plan + May support development of a service… more
- HUB International (Dallas, TX)
- …diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United ... health, employee benefits, investment and wealth management products and services . With over 18,000 employees in 600 offices throughout...are looking for a motivated individual to join our Retirement Plan Specialist ("RPS") Team. The RPS… more
- HUB International (Rockville, MD)
- …advisor to close plans as necessary. + Work closely with RPW leaders and advisors on retirement plan client service and interaction: + Lead and manage the ... health, employee benefits, investment and wealth management products and services . In addition to winning the Gold Stevie Award...our talent. We currently have an opportunity for a ** Retirement Plan Advisor** to join the team… more
- Ascensus (Austin, TX)
- …Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan ... FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and...and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle… more
- HUB International (Scottsdale, AZ)
- The Retirement Plan & Investment Consultant provides dedicated on-site and field support for a specified block of retirement plans (401k, 403b, DB, ESOP, NQ ... onboard new clients. RPCs must understand all aspects of plan design, customer service , participant education, investment...and presentations as necessary + Provide education support to retirement plan participants + Helping the team… more
- Ascensus (Greensboro, NC)
- …contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person ... FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and...and informative manner + Act as a mentor to Retirement Plan Coordinators, collaborating to meet or… 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 ... FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and...degree preferred + Minimum 5 years of hands on Retirement plan testing experience is a must;… more
- Chemung Canal Trust Company (Elmira, NY)
- … enrollment and investment education, etc. + Provide input to fee schedules for Retirement Services Group. Inform clients of current fee schedule. Ensure timely ... MS Word & Excel; presentation skills; ability to read and interpret retirement plan documents & and trust statements. + Valid Driver's License required. Salary… more
- HUB International (South Portland, ME)
- …maintain their own unique, regional culture. We currently have an opportunity for a ** Retirement Plan Service Representative** . The selected employee will ... and recordkeeping requirements for the retirement plans. **Responsibilities** **:** ** Retirement Plan Service Representative** **:** + Assist with… more
- Ascensus (Baltimore, MD)
- …Regional Vice President's (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC ... working relationships with Financial Professionals with the goal of earning their retirement plan business + Coordinate wholesaling efforts with Ascensus… more
- HUB International (Cary, NC)
- …**REQUIREMENTS:** + Bachelor's degree preferred. + 7-10 years' experience in qualified plan retirement investment industry. + Must have maintained a Series ... health, employee benefits, investment and wealth management products and services . With over 14,000 employees in 500+ offices throughout...and 63 or 65 license. + Knowledge of RPAG Retirement Plan Fiduciary analysis tool or similar… 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 ... designation with additional years actuarial experience) _Nice-to-Haves:_ + 2+ years Retirement Plan Services experience **Application Deadline** Applications… more
- Charles Schwab (Austin, TX)
- …Financial Services (WFS), is committed to providing a seamless transition of retirement plan participant records and assets to Schwab for both new business ... and/or record keeping industry with concentration in Defined Contribution Plan Services (is a plus) + Must...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- Charles Schwab (Austin, TX)
- …helping us "challenge the status quo" and transform the finance industry together. The Retirement Plan Services Implementation Team within Plan ... Qualifications:** + Experience with a concentration in Defined Contribution Plan Services + QKA designation + Proficiency...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- ADP (Melville, NY)
- …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
- Vanguard (Scottsdale, AZ)
- …At 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' ... provide high quality service across Institutional Participant Services by supporting external employers 401(k) plan ...to purchase an additional week of PTO + Industry-leading retirement savings - up to 4% matched contributions, and… 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 ... discretion. In this position, you will deliver FIS (Fiduciary Investment Services ) solutions to sponsors of participant directed defined contribution plans. You… more
- HUB International (Lake Oswego, OR)
- …**REQUIREMENTS:** + Bachelor's degree preferred. + 7-10 years' experience in qualified plan retirement investment industry. + Must have maintained a Series ... employee education and enrollment process while making sure employee retirement readiness and plan outcomes remain the...to promote HUB's full suite of insurance products and services from a recognized global leader in the industry.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …required to identify, research, analyze and resolve issues. Monitors productivity and service levels using the various reports available. Strong people leader to ... efficient and timely work flow with special regards to service delivery, compliance and risk factors for the firm....concepts, principles and practices of assigned functional area * Plan , assign, monitor, review, evaluate and supervise the work… more
- Ascensus (Baxter, MN)
- …responsible for providing client service to our partners, intermediaries and plan sponsors. The Client Services Consultant will demonstrate their thorough ... of retirement plans and Ascensus products and services by providing solutions to complex plan issues and delivering consultative service to help… more
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