- Covr Financial Technologies (San Francisco, CA)
- … - Pet insurance for cats and dogs! + NEW - Gym Membership discounts + 401(k) retirement plan + NEW LIMITS - Company paid Life and AD&D insurance 1 year ... trends, personnel changes or relationship needs, and revises business plan (visits, trainings, etc) accordingly. + Serves as the...service + Paid holiday's - 11 days! + NEW - Summer Hours Program + Medical, Dental and… more
- Principal Financial Group (Los Angeles, CA)
- …the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + Plan level health ... pivotal role in developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators operating within our 10M - 200M… more
- Wolters Kluwer (Sacramento, CA)
- …& discovery of new opportunities + Develop an understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and ... Remote US locations **OVERVIEW** You will leverage your understanding of the retirement services industry, business, financials, and customer needs to drive… more
- Lincoln Financial (Sacramento, CA)
- …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 ... and collaborating with internal and external clients to incorporate new trends and developments in current and future strategies...with products including annuities, life insurance, group protection, and retirement plan services . With our… more
- Lincoln Financial (Sacramento, CA)
- …**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
- ADP (CA)
- …Attend pre-implementation visits as required. + Maintains in-depth knowledge of all retirement services product lines including alliance partners. Stays current ... participation, deferral rates and attaining roller assets from our new and existing client base. **At ADP we are...have the following: + In depth working knowledge in retirement services industry. + Financial services… more
- C&W Services (Burlingame, CA)
- …effective working relationships with all clients for the delivery of contracted and new services . + Establishes and maintains the respect and confidence of ... **Job Title** Director, Client Services (Hard & Soft Services ) **Job...the company's standardized work processes. + Remains knowledgeable in new product/ service delivery and communicates same to… more
- Lincoln Financial (Sacramento, CA)
- …to financial security, with products including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record of ... Locations:** Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Dover, NH ( New Hampshire); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Work from Home… more
- City and County of San Francisco (San Francisco, CA)
- …SFERS Pension Administration system. May research and conduct feasibility studies on new technologies. + Design, plan , integrate, test, implement, document, and ... up to one day per week Who We Are The San Francisco Employees' Retirement System (SFERS) is dedicated to securing, protecting, and prudently investing the pension… more
- Compass Group, North America (Fountain Valley, CA)
- …benefits.** + Medical + Dental + Vision + Life Insurance/ AD + Disability Insurance + Retirement Plan + Flexible Time Off + Paid Parental Leave + Holiday Time ... a diverse team of District Managers, Resident District Managers, and/or Director of Dining Services , and their teams, to provide top-notch service + Drives self… more