- 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
- 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
- WTW (Miami, FL)
- …administering and communicating all types of retirement plans. As a Retirement Paralegal (ERISA) Associate, you will: + ** Plan Drafting:** Draft/amend ... 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
- MyFlorida (Tallahassee, FL)
- …. Requisition No: 859462 Agency: Management Services Working Title: RETIREMENT SPECIALIST III - 72002616 Pay Plan : Career ... operating budget of $48,864,720. The division administers the Florida Retirement System (FRS) Pension Plan , currently the...administers the Florida Retirement System (FRS) Pension Plan , currently the fifth largest state retirement … more