- TEKsystems (St. Petersburg, FL)
- Retirement Plan Associate HYBRID - St. Petersburg, FL 33716 Pay Rate: $23/hr Schedule: Monday - Friday, 8:30am-5:30pm EST Training: 8 weeks fully in office, ... Job Summary: This person will be responsible for supporting the Retirement Plan Services department. The majority of their role will involve processing… more
- WTW (Tampa, FL)
- **Description** **The Role** We are seeking an organized and detail-oriented Retirement Plan Compliance Analyst to join our team. As a compliance analyst you ... Parental and Adoption Leave), Paid Time Off (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) + ** Retirement Benefits:** Contributory Pension Plan and Savings… more
- Aegon Asset Management (FL)
- …obtain within six months. + Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification ... approaches to promote participant action toward a fully funded retirement ; deliver on key plan metrics (ie retirement outlook, increase participant deferral… more
- Bristol Myers Squibb (Tampa, FL)
- …a highly skilled Retirement Professional with a focus on 401(k) savings and retirement plan management. This position will play a crucial role in ensuring ... regulatory requirements. If you are a dedicated professional with a passion for retirement plan management, we invite you to join our team and make a meaningful… more
- UMB Bank (Tallahassee, FL)
- …with a minimum of 3 years of experience in a sales role required + Retirement Plan Services experience strongly preferred + Broad knowledge of financial markets, ... ** RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement...and manages a customer portfolio defined in the business plan . This involves being the primary contact for new… more
- Deloitte (Jacksonville, FL)
- …Specific responsibilities of this role will include: + Lead, direct, and oversee retirement plan operations and projects designed to comply with regulatory ... In this role, you will be responsible for leading plan operations and compliance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte… more
- Principal Financial Group (Miami, FL)
- …ESOP, and DC. + Lead group presentations and individual meetings that assist retirement plan participants in making informed choices about their retirement ... goals and live their best lives? If so, our Plan Education & Advice Team has an exciting opportunity...exciting opportunity for you! We're looking for a Sr ** Retirement Education Specialist (Bilingual in Spanish)** to join our… more
- Deloitte (Tallahassee, FL)
- …Required: + Bachelor's Degree or equivalent + Minimum 3 years of related US retirement plan experience + Experience with US defined benefit and defined ... and projects associated with the Deloitte US Firms Wealth Accumulation ( Retirement ) programs, consisting of 401(k) savings and profit-sharing defined contribution… more
- USAA (Tampa, FL)
- …and retirement events and understands the role of annuities in a retirement income plan . Documents relevant information as it relates to building a ... and strategies and understand the steps in creating an effective retirement income plan . + Recommends relevant financial product and services and refers for… more
- ADP (Maitland, FL)
- …contact for clients to answer questions regarding their transition/onboarding process to ADP's Retirement Services plan . + Manage and analyze data at both client ... **ADP is hiring a** **Deal Desk Analyst I - Retirement Services (RS) within our Commercial Operations Center of...instrumental role in driving early-stage customer success within the ** Retirement Services (RS) organization** . We are seeking an… more