- Lincoln Financial Group (Fort Wayne, IN)
- …to bring on a **Customer Service Representative** to support the Retirement Plan Services business (bilingual opportunities available!). This role ... a subject matter expert and educate them about the retirement plan using excellent customer service...core businesses - annuities, life insurance, group protection and retirement plan services . As of… more
- Lincoln Financial Group (Radnor, PA)
- …on: the development & maintenance of LFG's retirement plan products & services ; marketing, sales & distribution to new & existing clients; & the legal & ... assigned area(s) of responsibility. + Drafts and negotiates: + Service agreements with plan sponsors; + Settlement...core businesses - annuities, life insurance, group protection and retirement plan services . As of… more
- 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 ... manager focused on delivering global investment management excellence and retirement services that investors can rely on...+ Leverages effective planning and organizing skills to maintain plan oversight and complete service needs for… 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 ... requirements for the retirement plans. **Responsibilities** **:** ** Retirement Plan Service Representative** **:**...Representative** **:** + Assist with meeting preparation for both new and existing plans. + Prepare plan … 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 ... effectively to support growth in all segments of Lincoln's products/ service offerings to maximize and capitalize on the opportunities...core businesses - annuities, life insurance, group protection and retirement plan services . As of… 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 ... with additional years actuarial experience) _Nice-to-Haves:_ + 2+ years Retirement Plan Services experience **Application...position is $146,501 - $264,700 with **anticipated pay for new hires between the minimum and midpoint of the… 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 ... Maintaining technical expertise in the investment industry to include monitoring qualified plan investment products, mutual funds, new investment strategies and… more
- The New Jewish Home (Bronx, NY)
- …Medical benefits. + Paid time off, holiday, jury duty, and bereavement benefits. + 401k retirement plan . + Valid New York State Home Health Aide ... The New Jewish Home, Home Assistance Personnel, Inc (HAPI)...are required to provide assistance with personal care, household services and health care tasks, under the supervision of… more
- 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 (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 ... record of year over year growth fueled by innovative new products and services , mergers and acquisitions,...our talent. We currently have an opportunity for a ** Retirement Plan Advisor** to join the team… more
- HUB International (Scottsdale, AZ)
- …and onboard new clients. RPCs must understand all aspects of plan design, customer service , participant education, investment consulting, external reporting, ... meeting and other presentation materials in collaboration with the retirement client service team + Coordinating with...plan participants + Helping the team in streamlining services and implementing new applications, software, and… more
- State of Georgia (Fulton County, GA)
- Retirement Operations Specialist ( New Retirements) Georgia - Fulton - Atlanta (https://careers.georgia.gov/jobs/64455/other-jobs-matching/location-only) New ... and help serve Georgia Educators! TRS is currently hiring for the following position: Retirement Operations Specialist ( New Retirements) *S alary range is low to… 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
- ADP (Louisville, KY)
- …strategy to achieve the core business results goals as outlined by the Retirement Services Implementation leadership team. Outline and define key deliverables ... years of implementation experience and/or leadership experience **Preferred Qualifications:** + Retirement services experience + Financial services … 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
- ADP (Irvine, CA)
- …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 ... tools, training and support you need to connect with new and current customers, ranging from Fortune 100 corporations...customers' business needs with ADP's and ADP's Alliance Partners Retirement Services product(s) + Build mutually beneficial… more
- Ascension Health (Racine, WI)
- …ratios + Highly competitive compensation package + Excellent benefits, including a great retirement plan **FACILITIES** + Brand new renovation, including ... Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits including employer match plans Long-term & short-term disability Employee… 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 ... expertise in the investment industry to include monitoring qualified plan investment products, mutual funds, new investment...and 63 or 65 license. + Knowledge of RPAG Retirement Plan Fiduciary analysis tool or similar… more
- Paychex (Columbus, OH)
- …profits in the Human Resource Services organization. Responsibilities + Presents all retirement plan and flexible spending account products and services ... Overview Selling Company's products and services by developing new clients and...sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative. + May be… more
- Paychex (Rochester, NY)
- …profits in the Human Resource Services organization. Responsibilities + Presents all retirement plan and flexible spending account products and services ... Overview Selling Company's products and services by developing new clients and...sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative. + May be… more