- The Cigna Group (Philadelphia, PA)
- …corporate transactions, provide counsel to internal clients relating to ERISA, tax and compensation legal matters, and ensure compliance with applicable benefits ... and restrictive covenant agreements + Address benefits and compensation-related tax issues including non-qualified deferred compensation matters under IRC Section… more
- Aston Carter (West Des Moines, IA)
- …employers in PEPs. + Provide guidance on plan design, compliance testing, and fiduciary best practices. + Perform annual compliance testing and prepare Form 5500 ... Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre- tax and Roth post- tax contributions available * Life Insurance (Voluntary Life & AD&D for… more
- Commerce Bank (Columbia, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. ... their goals. Commerce Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility… more
- WM (Philadelphia, PA)
- …disputes involving operation of the compensation and benefit plans + Assisting Plan Fiduciary and Settlor Committees and other Plan Advisors with governance issues + ... Severance Plans and Agreements + Advising on complex 162(m) tax deduction, 409A deferred compensation and 280G parachute payment...compensation and 280G parachute payment issues + Supporting annual tax and audit processes related to the plans +… more
- CIBC (San Francisco, CA)
- …transaction processing (checks, ACH, wires, journal transfers) + Manage clients' quarterly tax payments and annual IRA contributions/RMDs + Supervise all aspects of ... to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary ) are integrated into day-to-day activities + Contribute to a strong… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition planning and asset management; ... the unique investment management offerings (strategy and allocation; institutional fiduciary services; private client banking; and private placement insurance… more
- Wells Fargo (Charlotte, NC)
- …planning & analysis, line of business finance, asset-liability management, treasury, tax management, and the company's investment portfolios. The team drives ... families. WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services. **Digital and Direct Investing (DDI)… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Deliver objective, holistic advice across investment management, estate planning, tax strategies, and philanthropic initiatives. + Lead client meetings-prepare ... rebalancing to maintain alignment with client objectives. + Ensure compliance with fiduciary standards and firm policies while maintaining accurate client records. +… more
- Commerce Bank (Columbia, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. ... their goals. Commerce Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility… more
- Truist (Coral Gables, FL)
- …of previous banking or other financial institutional experience + Strong fiduciary and investment management knowledge + For specialty support teammates, commercial ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more