- Charles Schwab (Austin, TX)
- …have. + Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA , pension /trust compliance, DC and DB plans + Prefer 5+ years ... of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role + Series 7 & 66 licenses required and additional professional designation from the college for financial… more
- Charles Schwab (Austin, TX)
- …+ Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA , pension /trust compliance, DC and DB plans + Prefer 3+ ... years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role + Professional designation from the college for financial planning required, CFP preferred. + Track record… more
- WTW (Austin, TX)
- **Description** In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement ... administration activities, primarily focused on complex pension calculations and other related activities. If you're looking for an exciting role, with one of the… more
- PNC (PA)
- …and have an opportunity to contribute to the company's success. As a Pension Plan Paying Agent Operations Manager Sr. within PNC's Asset Management Group ... organization, you will be based in Pittsburgh, PA. Ideally the Pension Plan Paying Agent Operations Manager Sr. will be located in Pittsburgh. A subset of team… more
- Bank of America (Charlotte, NC)
- …Description** Position responsibilities include: + Acting in the capacity of an ERISA plan fiduciary + Responsible for producing analysis used to manage and ... economic scenarios) and developing performance monitoring management reporting for the pension and 401(k) plans. + Developing market knowledge of asset classes… more
- Cherry Bekaert (Augusta, GA)
- …including experience preparing and reviewing form 5500 + A solid understanding of ERISA , DOL, and IRS regulations related to pension plans + Strong ... is currently seeking a Tax Senior with experience in pension plan administration and form 5500 preparation. As a...sharing, safe harbor, and new comparability, ensuring compliance with ERISA , DOL, and IRS regulations. + Prepare and review… more
- Acosta Group (Jacksonville, FL)
- …preparation and submission of compliance filings, such as ACA reporting, ERISA documents and Canadian provincial pension reporting. **QUALIFICATIONS** ... in compliance monitoring and reporting (eg, ACA, provincial filings in Canada, pension reporting) + Monitor changes in regulations and recommend updates to internal… more
- Subaru of America (Camden, NJ)
- …maintain regulatory documentation, and prepare government filings. With a strong focus on ERISA , HIPAA, COBRA, and SECURE 2.0 compliance, this role is key in driving ... employee benefits, including the Employment Retirement Income Security Act ( ERISA ), Health Insurance Portability and Accountability Act (HIPAA), Consolidated Omnibus… more
- Southwire (Carrollton, GA)
- …involves overseeing the administration of retirement plans, including 401k, pension , and deferred compensation, and ensuring compliance with regulatory requirements. ... Oversee the daily administration of retirement plans (eg, 401(k), pension , and other defined contribution plans). * Ensure accurate...and ensure compliance with all applicable laws and regulations ( ERISA , IRS, DOL, etc.). * Serve as the primary… more
- Honeywell (Charlotte, NC)
- …**KEY RESPONSIBILITIES:** + Provide end to end execution of defined benefit pension processes, ensure up to date and accurate documentation, leverage historical ... legislation and regulations, including but not limited to IRS, DOL, and ERISA , when preparing, analyzing, and interpreting plan documents, summaries of plan… more