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- Lincoln Financial (Olympia, WA)
- …benefits. * Thorough understanding of 409A regulations and familiarity with COLI, ERISA , and relevant global benefit regulations. * Experience working with or ... participating in investment or fiduciary committees is preferred. * Strong analytical, project management, and communication skills. * Ability to collaborate across departments and with international teams. * Understanding of insurance company structure,… more
- Raymond James Financial, Inc. (Mill Creek, WA)
- …consultants and provide guidance on complex issues + Participant in internal Consultant training program + Monitor and review client deliverables for accuracy and ... experience in the retirement field including consulting with clients + ERISA legal experience preferable **Licenses/Certifications** + QKA or QPA designation… more
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