- Quanta Services (Houston, TX)
- …5500 filings, and other regulatory reporting. + Serve as primary contact for retirement plan recordkeepers, auditors, legal counsel, and fiduciary consultants. + ... documents, SPDs, and required participant disclosures. + Lead a team of retirement plan specialists/HR professionals. + Coordinate retirement plan … more
- Lincoln Financial (Austin, TX)
- …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
- Army Installation Management Command (Fort Sam Houston, TX)
- …prepared by staff to ensure accuracy. Initiates and responds to more complicated benefit plan correspondence. Represents the retirement plan to the actuaries ... as requested to complete the annual commercial audits of the Retirement Plan . Directs disbursement of beneficiary and survivor benefits in accordance with… more
- Lincoln Financial (Austin, TX)
- …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
- Charles Schwab (Westlake, TX)
- …Charles Schwab & Co., PCIS is growing rapidly by providing PCRA & HSBA, to Schwab Retirement Plan Services and the rest of the retirement and health savings ... **Workplace Services** (WS), provides the industry leading **Personal Choice Retirement Account** (PCRA) and **Health Savings Brokerage Account** (HSBA) through,… more
- Insight Global (San Antonio, TX)
- …service and communication skills (oral and written) Ability to interpret complex retirement plan documents and financial reports Strong analytical skills, ... Job Description The Retirement /Pension Specialist oversees the daily operations of VIA's...Retirement Plans, ensuring compliance with federal regulations and plan provisions. This role involves supervising pension staff, coordinating… more
- TEKsystems (Dallas, TX)
- …* Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life ... + Will take 25-50 calls per day pertaining to Retirement questions and assistance. + Will take calls from...to change and may be subject to specific elections, plan , or program terms. If eligible, the benefits available… more
- Wolters Kluwer (Austin, TX)
- …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 (Austin, TX)
- …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 (Plano, TX)
- …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