- Patterson Companies, Inc. (St. Paul, MN)
- …accuracy, efficiency, and compliance with federal, state, and local regulations (eg, ERISA , HIPAA, ACA, FMLA); maintain audit readiness and partner with Legal and ... Compliance on regulatory updates + Vendor & Budget Management: Manage broker, benefits administrator and vendor relationships, including selection, negotiation, performance monitoring, and issue resolution; collaborate with Finance to develop and manage… more
- ADP (Indianapolis, IN)
- …experience, qualified plan industry, Defined Contribution plan design and ERISA knowledge. + Existing relationships with Financial Advisors in the ... assigned territory is a plus. + Goal oriented and ambitious, with capacity and drive to reach and exceed quotas + Demonstrated cold calling sales ability, with assertive, positive and persistent style + Proven customer service and relationship building skills… more
- UMB Bank (Kansas City, MO)
- …to fiduciary activities of national banks, including 12 CFR 9, 12 CFR 12, ERISA , and other applicable laws. + Plan, develop and execute compliance testing, including ... control design and performance reviews and transactional testing covering the fiduciary activities of UMB Financial Corporation. + Manage time effectively to assist in completing the annual test plan + Lead and participate in meetings amongst stakeholders to… more
- Robert Half (Dallas, TX)
- …Act provisions related to financial oversight and consumer protection + ERISA (Employee Retirement Income Security Act) for employee benefit trust accounts ... + Uniform Prudent Investor Act (UPIA) and Uniform Trust Code (UTC) for trust management best practices + Sarbanes-Oxley Act (SOX) Section 404 - Internal control compliance for publicly traded institutions + Evaluat ing the adequacy and effectiveness of… more
- Publix (Lakeland, FL)
- …US Department of Labor (DOL) for the Employee Retirement Income Security Act ( ERISA ), the US Internal Revenue Service (IRS) and Securities and Exchange Commission ... (SEC) + Knowledge of Publix culture, history and philosophy + Knowledge and understanding of Publix and department procedures + Knowledge of external and internal department processes + Knowledge of Publix organizational structure **Potential Annual Base… more
- Robert Half Finance & Accounting (New York, NY)
- …processing of all benefits-related payments Compliance & Strategy + Ensure compliance with ERISA , COBRA, HIPAA, ACA, and other applicable laws + Participate in audit ... preparation and completion (EEO-1, Form 5500, etc.) + Support global mobility functions such as immigration and visa documentation + Contribute to total rewards initiatives including annual salary reviews, performance bonus administration, and Total Rewards… more
- Panasonic North America (Newark, NJ)
- …rigorous internal controls, SOPs, and documentation to ensure compliance with ERISA , IRS, DOL, and audit requirements. + Perform annual nondiscrimination, top‑heavy, ... and compliance testing + Identify process improvements; streamline workflows in a high velocity, deadline oriented environment. + Maintain the plan's records and files. + Other administrative duties as needed. **Qualifications** **What You'll Bring:**… more
- Baylor Scott & White Health (Dallas, TX)
- …entitlement to benefits. + Confirm applicable coverage. Maintain compliance with ERISA plan document, insurance policies, and procedure manuals. Take recorded ... statements. Establish reserve requirements. Identify subrogation potential. Maintain diary. + Review and evaluate medical and lost wages. Conduct a thorough investigation of the claim by contacting witnesses. Provide status reports to management as needed. +… more
- HUB International (Winter Park, FL)
- …Administrator may not: + Design, develop, or review plan documents of any kind ( ERISA , 125 etc.) + Complete or amend any federal filings (tax filings, M-1s, state ... MEWA documents, 5500s, etc.) + Review or advise on contract language or provisions (other than reviewing to confirm none of them would violate applicable compliance requirements) + Draft governmental correspondence of any kind on a client's behalf or represent… more
- ADP (El Paso, TX)
- …TPA or record keeper. + General financial services background. General ERISA knowledge. + Demonstrates strong oral/written communication skills. Demonstrates strong ... listening skills + Utilizes tools to support daily functions such as Microsoft Office Products (Word, Excel, Outlook, etc) + Demonstrates ability to learn other proprietary system tools and Clarify). + Proficiency in using payroll, HR databases and… more