- ADP (El Paso, TX)
- …effective relationships with ADP clients and is the direct client contact for retirement plan services. The Client Service Specialist is responsible for ... communicating with clients regarding service delivery, providing assistance on day-to-day retirement plan administration, troubleshooting plan issues, and… more
- Principal Financial Group (Dallas, TX)
- …do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + Plan ... pivotal role in developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators operating within our 10M - 200M… more
- Alight (TX)
- …for plan participants. It focuses on both qualified and non-qualified retirement plan benefits. Ideal candidates should have a financial background, enjoy ... support to plan participants. + Focusing guidance on qualified and non-qualified retirement plan benefits. **Requirements** + Possess FINRA Series 6 or 7.… more
- Insight Global (Fort Worth, TX)
- … Retirement income sources and income taxation - IRA and Qualified Retirement Plan features benefits, distribution option and taxation rules - Strategies ... role serves as a subject matter expert on the financial planning process, plan development and case design, and selection of financial products. This candidate will… more
- Toyota (Plano, TX)
- …broad participant base. + This position is primarily responsible for the $2.5 Billion Canadian retirement plan assets and supports the $18 Billion of US plans + ... America, and Toyota Financial Services pension plans and savings plan assets totaling $18 billion. Reporting to the Group...featuring a company match, as well as an annual retirement contribution from Toyota regardless of whether you contribute… more
- Charles Schwab (Austin, TX)
- …services to external TPAs and Recordkeepers, and Schwab's in-house record keeper, Schwab Retirement Plan Services. The Director will be responsible for leading ... Trust (CSTB) provides Trust and Custody services for qualified retirement plans, primarily 401(k) plans. As a leader of...+ 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day… more
- Texas A&M University System (Corpus Christi, TX)
- …-programs.php) + Teacher Retirement System of Texas (TRS) or Optional Retirement Plan (ORP) + Voluntary Tax Deferred Account/Deferred Compensation Plan ... + Plays a key role in the implementation of the Division's strategic plan . ADDITIONAL RESPONSIBILITIES: 10% + Works effectively with a wide variety of constituent… more
- Texas A&M University System (Corpus Christi, TX)
- …-programs.php) + Teacher Retirement System of Texas (TRS) or Optional Retirement Plan (ORP) + Voluntary Tax Deferred Account/Deferred Compensation Plan ... for summer camp + Assist the Director with the Departmental Emergency Communication Plan . + Maintain and track safety equipment, including, though not limited to… more
- Charles Schwab (Austin, TX)
- …our clients to truly own their tomorrow. This design role will support Schwab Retirement Plan Services (SRPS), a leading provider of 401(k) retirement ... clients' trust every day by focusing on the unique needs of each retirement plan and every participant. Our approach helps employees take ownership of their full… more
- Medtronic (San Antonio, TX)
- …holidays, Employee Stock Purchase Plan , Employee Assistance Program, Non-qualified Retirement Plan Supplement (subject to IRS earning minimums), and Capital ... US employee benefits programs, including medical, dental, vision, life, disability, retirement , wellness, and voluntary benefits across USA including Puerto Rico. +… more