- KeyBank (Denver, CO)
- …cost basis research, collections, New Account Process, Legal and Annuity documentation requirements. + Retirement accounts including contribution, distributions, and ... RMD calculations. + Securities, Bonds, Annuity in addition to Mutual Fund classes and fee structures. + Series 7 and Series 63 required. Life & Health insurance… more
- Combined Jewish Philanthropies (Boston, MA)
- ….Prepares year-end closing entries, including life insurance, annuities, charitable gift annuity , bequests receivable, and other trusts. + .Reviews all PAS activity ... + .Prepares year-end closing entries, including life insurance, annuities, Charitable Gift Annuity , Bequests Receivable, and other Trusts. + .PAS Reports - Produces… more
- College of Saint Benedict & Saint John's University (St. Joseph, MN)
- …full time employees. The program is administered by Teachers Insurance and Annuity Association (TIAA). Enrollment in the retirement plan will be effective the ... 1% 2 3% 3% 3 3% 5% 4 3% 7% 5 3% 9% Supplemental Tax Deferred Annuity Plan In addition to the regular plan, a benefit eligible employee may voluntarily elect to… more
- College of Saint Benedict & Saint John's University (St. Joseph, MN)
- …qualified full-time employees. The program is administered by Teachers Insurance and Annuity Association (TIAA). Enrollment in the retirement plan will be effective ... 1% 2 3% 3% 3 3% 5% 4 3% 7% 5 3% 9% Supplemental Tax Deferred Annuity Plan In addition to the regular plan, a benefit eligible faculty member may voluntarily elect to… more
- Mayo Clinic (Rochester, MN)
- …interest. Additional duties include preparing agreements such as, charitable gift annuity contracts and calculations, gift agreements and deeds, drafting letters to ... accountings. The Paralegal will also review charitable solicitation and gift annuity registrations, assist in managing disputes and real estate transactions,… more
- Deloitte (Memphis, TN)
- …+ Proactively follow current market trends across life insurance and annuity products, markets and regulations; anticipate future client needs and prepare ... tax) for a subset of the full range of individual life insurance and annuity products + 2+ years of working with mergers and acquisitions, including understanding of… more
- New York State Civil Service (New York, NY)
- …Provides oversight and management of Life Bureau units, such as the Charitable Annuity and Welfare Fund group, including examinations of special permit holders for ... of participants and to ensure solvency and proper operation of segregated annuity funds; and* Develops a collaborative working relationship with other divisions… more
- Athene (West Des Moines, IA)
- …the Independent Broker Dealer channel will educate Financial Advisors on Athene annuity products, services and resources via proactive & direct phone contact. This ... 4+ years financial services industry sales experience required; with prior an annuity products sales experience strongly preferred. + FINRA Series 6 license required… more
- Lincoln Financial (Radnor, PA)
- …+ experience with running a strategic asset allocation process for Life & Annuity companies. + Solid understanding of fixed income investments & Asset Liability ... National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- College of Saint Benedict & Saint John's University (St. Joseph, MN)
- …full time employees. The program is administered by Teachers Insurance and Annuity Association (TIAA). Enrollment in the retirement plan will be effective the ... 1% 2 3% 3% 3 3% 5% 4 3% 7% 5 3% 9% Supplemental Tax Deferred Annuity Plan In addition to the regular plan, a benefit eligible employee may voluntarily elect to… more