- UMB Bank (Albany, NY)
- …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
- UHS (Binghamton, NY)
- …can take time to recharge. We support your long-term wellness with a 403(b) retirement plan and company match, flexible spending accounts, access to financial ... the ones that shape your future. As a Benefits Specialist focused on retirement programs, you'll do more than manage plans-you'll guide employees through some of… more
- Deloitte (Williamsville, NY)
- …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
- M&T Bank (Buffalo, NY)
- …Applicable. **IDEAL QUALIFICATIONS:** Basic understanding of investments Knowledge of the Retirement Plan market landscape, including optimizing 401(k) ... Provides relationship management and fiduciary advisory services to corporate retirement accounts, concentrating on mid- to large-size, complex advisory...retirement plan design based on thorough analysis of business entities… more
- KeyBank (Amherst, NY)
- …requests related to compliance and reporting. - Maintain thorough documentation for each Retirement Plan and HSA for storage, retrieval, and disaster recovery. - ... once training is completed. **JOB SUMMARY** Provide expert support for Retirement and HSA services through phone-based transaction processing and client assistance,… more
- Deloitte (Rochester, NY)
- …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
- JPMorgan Chase (New York, NY)
- …comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan , backup childcare, tuition reimbursement, mental health ... leader in asset management with $3.5 trillion in assets, specializing in retirement solutions with $360 billion+ in AUM across defined contribution investment-only… more
- NBT Bank (NY)
- …role related topics with respect to 401(k) Plans. + Knowledgeable about the retirement plan industry and insurance/mutual fund market. + Demonstrated in depth ... knowledge of ERISA laws governing qualified retirement plans and the retirement plan industry. + Must be able to expertly develop and deliver meaningful… more
- JPMorgan Chase (New York, NY)
- …comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan , backup childcare, tuition reimbursement, mental health ... Act as a subject matter expert and thought leadership partner within the Retirement Leadership and Models Teams. + Represent JP Morgan's product roadmap and… more
- Humana (Albany, NY)
- …time off, holidays, volunteer time and jury duty pay Recognition pay 401(k) retirement savings plan with employer match Tuition assistance Scholarships for ... our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan , time off (including paid time off, company and personal… more