- 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)
- …at 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 ... with products including annuities, life insurance, group protection, and retirement plan services . With our...and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln… more
- Charles Schwab (Westlake, TX)
- …through, Charles Schwab & Co., PCIS is growing rapidly by providing PCRA & HSBA, to Schwab Retirement Plan Services and the rest of the retirement and ... within **Workplace Services ** (WS), provides the industry leading **Personal Choice Retirement Account** (PCRA) and **Health Savings Brokerage Account** (HSBA)… 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 ... to questions as requested to complete the annual commercial audits of the Retirement Plan . Directs disbursement of beneficiary and survivor benefits in… more
- Lincoln Financial (Austin, TX)
- …**The 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 ... service team and intermediaries to provide first class service to our Retirement Plan ...with products including annuities, life insurance, group protection, and retirement plan services . With our… more
- Insight Global (San Antonio, TX)
- … and communication skills (oral and written) Ability to interpret complex retirement plan documents and financial reports Strong analytical skills, including ... Retirement Plans, ensuring compliance with federal regulations and plan provisions. This role involves supervising pension staff, coordinating with external… more
- Wolters Kluwer (Austin, TX)
- …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
- 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...inquiries on new business, inforce transactions, product information, rates, services issues, etc. + Candidates must have the soft… more
- Lincoln Financial (Austin, TX)
- …to financial security, with products including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record of ... * Collaborate with senior leadership to develop and refine strategy and plan design for agents; aligning with business objectives. Company Owned Life Insurance… more
- USAA (Plano, TX)
- …strategies and understand the steps in creating an effective retirement income plan . + Recommends relevant financial product and services and refers for ... events and understands the role of annuities in a retirement income plan . Documents relevant information as...plan , as well as USAA's financial products and services . + Integrate risk management tools, products, and strategies… more