- ADP (El Paso, TX)
- POSITION SUMMARY: Responsible for the formulation and maintenance of retirement plan documentation. Interprets key legislation impacting the RS business function ... communicates internally and externally. RESPONSIBILITIES: For new clients, analyze existing plan documentation to identify plan provisions, features, and… more
- Toyota (Plano, TX)
- …journal entries. * Review and approve general ledger account reconciliations related to retirement plan assets and liabilities. * Monitor and analyze pension ... compliance with Sarbanes-Oxley (SOX) requirements and controls, for all retirement and benefit plan accounting processes **What...and controls, for all retirement and benefit plan accounting processes **What you bring** * Bachelor's degree… more
- Nexstar Media Group (Irving, TX)
- …and applicable laws.* Excellent interpersonal skills with ability to clearly explain retirement plan options in easily understood terms.* Thorough understanding ... role is based in IRVING, TX. Essential Duties and Responsibilities * Explains retirement benefit plan policies, procedures, and legal requirements to employee,… more
- UMB Bank (Austin, TX)
- …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 (San Antonio, TX)
- …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
- Charles Schwab (Austin, TX)
- …The goal of Plan Administration & Implementation is to meet the needs of Retirement Plan Services by providing the best client service possible as it relates ... you Have:** + Must have 3-5+ years of experience in Qualified Retirement Plan Administration and ASPPA designation (preferred) + Must have experience working… more
- Deloitte (San Antonio, TX)
- …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
- HUB International (Austin, TX)
- …committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United ... investment and wealth management products and services. **About HUB Retirement & Private Wealth (RPW):** We lead our communities...are looking for a motivated individual to join our Retirement Customer Services Team! Your job would be to… 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
- Sanford Health (TX)
- …include health insurance, dental insurance, vision insurance, life insurance, a 401(k) retirement plan , work/life balance benefits, and a generous time off ... ongoing analysis, planning, and management of their respective product line or Health Plan or Sanford Health System service and will identify areas of product… more