- Wolters Kluwer (Colonie, NY)
- …administrative, document and compliance software for retirement plan service providers. This specialist supports with managed services by performing ... is to assist managed services customers in a back-office capacity with retirement plan administration duties using the ftwilliam.com software as well as help… more
- NBT Bank (Rochester, NY)
- …implement policies and procedures to ensure efficiencies. + 15% Mentor and assist Retirement Plan Consultants. + 10% Support and collaborate with other members ... + Voluntary Benefits : Including hospital, accident, and critical illness coverage. + Retirement Plans: Benefit from a 401(k) plan with employer matching, an… more
- ADP (Melville, NY)
- …you'll enjoy the rewards, support and recognition you deserve. ADP is hiring a Retirement Plan Specialist In this position, you'll identify and cultivate new ... + Connect customers' business needs with ADP's and ADP's Alliance Partners Retirement Services product(s) + Build mutually beneficial relationships with Alliance… more
- KeyBank (Buffalo, NY)
- …for strategy, design, and administration of qualified and nonqualified retirement plans and associated employee financial wellness strategy. Manages vendors, ... committee materials and collaborate with manager related to Shared Services -related transactional activity. **Responsibilities** + Responsible for the strategy and… more
- Colgate-Palmolive (New York, NY)
- …regulations related to retirement plans. + Proven experience with vendor management, plan design, customer service , plan governance, and compliance. + ... + Manage proposal process for related vendors + Lead retirement plan harmonization projects for acquisitions +...Tax, Payroll, HRBPs and Internal Communications to ensure efficient plan administration and excellent customer service to… more
- New York State Civil Service (Albany, NY)
- …and determine eligibility, appropriate retirement plan , retirement /post- retirement benefit projections/calculations, and service credit based ... credit and contribution balances in the calculation of retirement and military service credit. * Assist...credit to be applied toward their health insurance* Public Service Loan Forgiveness (PSLF)* NYS Deferred Compensation plan… more
- Lincoln Financial (Albany, NY)
- …to financial security, with products including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record of ... a Glance** We are excited to bring on a **Director** to lead our ** Retirement New Business Payroll and Conversions** teams supporting Workplace Solutions in a remote… more
- Wolters Kluwer (Albany, NY)
- …Remote US locations **OVERVIEW** You will leverage your understanding of the retirement services industry, business, financials, and customer needs to drive ... ftwilliam.com Managed Services /Business Process Outsourcing (BPO) sales within your territory. You...of new opportunities + Develop an understanding of the retirement plan administration market, our customers (TPAs,… 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. - ... in office per week is required. **JOB SUMMARY** Provide expert support for Retirement and HSA services through phone-based transaction processing and client… more
- Paychex (Rochester, NY)
- …profits in the Human Resource Services organization. Responsibilities + Presents all retirement plan and flexible spending account products and services ... and unleash your potential. Overview Selling Company's products and services by developing new clients and increasing the client...sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative. + May be… more