- Principal Financial Group (Dallas, TX)
- …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 (Austin, TX)
- …& 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
- Bank of America (Fort Worth, TX)
- Financial Services Representative - Retirement and Benefits-Bilingual Spanish Fort Worth, Texas **To proceed with your application, you must be at least 18 years ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Financial- Services -Representative Retirement -and-Benefits\_25032540) **Job Description:** Merrill Wealth Management… more
- Quanta Services (Houston, TX)
- …5500 filings, and other regulatory reporting. + Serve as primary contact for retirement plan recordkeepers, auditors, legal counsel, and fiduciary consultants. + ... and required participant disclosures. + Lead a team of retirement plan specialists/HR professionals. + Coordinate ...working conditions, physical demands, and activities my change or new ones may be assigned at any time with… 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 ... 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
- USAA (San Antonio, TX)
- …and internal affiliates for existing and new products to include, new business acquisition, field sales and service support, distributor agent training, ... leading the selection and management of sales, marketing, training, licensing, new business, service , money movement technology suppliers to operate… 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
- C&W Services (Austin, TX)
- …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 **Job Description Summary** The Director, Client ...the company's standardized work processes. + Remains knowledgeable in new product/ service delivery and communicates same to… 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...financial partners, agents, and customers. + Take inquiries on new business, inforce transactions, product information, rates, services… 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 ... Locations:** Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Dover, NH ( New Hampshire); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Work from Home… more