- HUB International (Blue Bell, PA)
- …PA. Legacy Planning is growing and looking to hire a Client Relationship Manager to the Retirement Plans team in the Blue Bell, PA location. Our mission is to ... Manager (CRM) plays a pivotal role in delivering an exceptional retirement plan experience for our clients. This position focuses on proactive client… more
- WTW (Philadelphia, PA)
- **Description** **The Role** We are seeking an organized and detail-oriented Retirement Plan Compliance Analyst to join our team. As a compliance analyst you ... Parental and Adoption Leave), Paid Time Off (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) + ** Retirement Benefits:** Contributory Pension Plan and Savings… more
- Utilities Service, LLC (Willow Grove, PA)
- …T This role will also be responsible for the data management of Asplundh's retirement plans as we onboard a new HRMS. **Job Responsibilities:** + Administer ... and payroll. Employee and HR Partner Support + Provide expert guidance on retirement plan provisions, eligibility, distributions, and retirement readiness. +… more
- UPMC (Pittsburgh, PA)
- …contractual arrangements and corporate policy. Our ideal candidate is experienced with retirement plan administration and processing. Additionally, they have a ... any required payroll corrections. + Assist with ongoing administration of legacy retirement plans and vendor coordination, loan payment processing, and accuracy… more
- WTW (Philadelphia, PA)
- …and producing benefit statements + Analyzing de-risking options for defined benefit plans (bulk lump sums, retiree annuity purchases, plan terminations) ... competitive benefit package which includes the following (eligibility requirements apply): ** Retirement Benefits:** Contributory Pension Plan and Savings Plan… more
- Deloitte (Pittsburgh, PA)
- …Specific responsibilities of this role will include: + Lead, direct, and oversee retirement plan operations and projects designed to comply with regulatory ... defined benefit and defined contribution data. + Prepare and manage business continuity plans for critical plan operations and compliance activities. + Develop… more
- UMB Bank (Harrisburg, PA)
- …with a minimum of 3 years of experience in a sales role required + Retirement Plan Services experience strongly preferred + Broad knowledge of financial markets, ... and manages a customer portfolio defined in the business plan . This involves being the primary contact for new...and monitoring a plus + Prior experience with DC retirement plans and understanding of regulations related… more
- AmeriHealth Caritas (Newtown Square, PA)
- …with a proven track record in health benefits management, deep expertise in retirement plan administration (401(k), non-qualified, and pension), and a passion ... plan design and direction for health, welfare, and retirement benefits.; + Lead and mentor a team of...COBRA as well as IRS and DOL regulations governing retirement and health plans .; + Proven ability… more
- Equitable (Philadelphia, PA)
- Financial Professional - Retirement Benefits Group - PA, Philadelphia (3577) ( PIN\_40316 ) **Primary Location** : UNITED STATES-PA-Philadelphia **Organization** : ... to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work for public schools,… more
- Equitable (Bala Cynwyd, PA)
- Retirement Planning Associate - Retirement Benefits Group - PA, Philadelphia (3679) ( PIN\_43360 ) **Primary Location** : UNITED STATES-PA-Bala Cynwyd ... for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of… more