- Raymond James Financial, Inc. (St. Petersburg, FL)
- …resource for internal and external associates with respect to IRAs and other retirement plan issues + Keeps current on legislative and regulatory changes ... negatively impact the end-clients + Providing support and guidance for retirement plan efforts + Reviewing materials for compliance with rules and regulations… more
- Publix (Lakeland, FL)
- **33789BR** **Position Title:** PROFIT Plan Claims Processing Specialist, Retirement - Lakeland **Department:** Benefits Administration **Location:** Lakeland, ... An opportunity to purchase additional shares of our privately-held stock + 401(k) retirement savings plan + Group health, dental and vision plans plan + Paid… 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
- Lincoln Financial (Tallahassee, FL)
- …a Glance** We are excited to bring on an accomplished **Compliance Consultant** to our Retirement Plan Services/Product team to work in our Fort Wayne IN or ... Providing in-depth consultation and technical guidance to internal/external clients on the retirement plan design, plan operation, nondiscrimination testing,… more
- Lincoln Financial (Tallahassee, FL)
- …Role at a Glance** We are excited to bring on an **Account Manager** to our Retirement Plan Services business line to work from home or partially in our Fort ... internal service team and intermediaries to provide first class service to our Retirement Plan Sponsors. **What you'll be doing** + Focus on retention of our… more
- Wolters Kluwer (Tallahassee, FL)
- …prospecting & discovery of new opportunities + Develop an understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, ... US locations **OVERVIEW** You will leverage your understanding of the retirement services industry, business, financials, and customer needs to drive ftwilliam.com… more
- Lincoln Financial (Tallahassee, FL)
- …financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of ... with senior leadership to develop and refine strategy and plan design for agents; aligning with business objectives. Company...the administration and governance of the frozen UK pension plan * Lead the design, implementation and administration of… 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
- Lincoln Financial (Tallahassee, FL)
- …We are excited to be hiring a **Manager, Compliance testing team** role in our Retirement Plan Services business line in our Fort Wayne office or remote. In ... (4 years of experience in lieu of Bachelor's) Working knowledge of retirement plan administration, nondiscrimination testing and 5500's _Nice-to-haves:_ ASPPA… more