- Charles Schwab (Richfield, OH)
- …The goal of Plan Administration & Implementation is to meet the needs of Retirement Plan Services by providing the best client service possible as it relates ... to the recordkeeping aspects of Defined Contribution Retirement Plans. Specifically, a Specialist within PAI is responsible for accurately executing high volume… more
- Oriental Bank (San Juan, PR)
- The Associate, Trust Operations ( Retirement Plan Distribution) is responsible for the preparation and processing of retirement plan distributions, ... PR. Main Duties & Responsibilities: + Distribution Processing: Prepare and process retirement plan distributions, ensuring accuracy and compliance with plan… more
- ADP (Indianapolis, IN)
- …you'll enjoy the rewards, support and recognition you deserve. ADP is hiring a Retirement Plan Specialist In this position, you'll identify and cultivate new ... Connect customers' business needs with ADP's and ADP's Alliance Partners Retirement Services product(s) + Build mutually beneficial relationships with Alliance… more
- PNC (Louisville, KY)
- …and have an opportunity to contribute to the company's success. As a Retirement Plan Advisor within PNC's Institutional Asset Management organization, you will ... service benchmarking. Responsibilities include working closely with clients on: plan design, investments, vendor management, participant education, and legislative… more
- Raymond James Financial, Inc. (Seattle, WA)
- …originality, and ingenuity to make moderately complex decisions. **Responsibilities:** + Manage retirement plan cash flow + Monitor and analyze daily ... accurately to phone and email inquiries professionally and courteously. + Discuss retirement plan features with clients and their employees. **Skills:** +… more
- Publix (Lakeland, FL)
- **33789BR** **Position Title:** PROFIT Plan Claims Processing Specialist, Retirement - Lakeland **Department:** Benefits Administration **Location:** Lakeland, ... An opportunity to purchase additional shares of our privately-held stock + 401(k) retirement savings plan + Group health, dental and vision plans plan + Paid… more
- Aegon Asset Management (Cedar Rapids, IA)
- …in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it ... with millions of customers and thousands of employees worldwide. Our insurance, retirement , and investment solutions help people make the most of what's important… more
- Raymond James Financial, Inc. (Southfield, MI)
- …formal and informal training and coaching. **Knowledge of:** + IRA's and Retirement plans including various legal documents **Skills:** + Organizational and time ... open, learn, reply, and close. Typically works under close supervision. + Plan , organize, prioritize and oversee activities to efficiently meet business objectives.… more
- Aegon Asset Management (GA)
- …obtain within six months. + Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification ... approaches to promote participant action toward a fully funded retirement ; deliver on key plan metrics (ie retirement outlook, increase participant deferral… more
- Quanta Services (Houston, TX)
- …5500 filings, and other regulatory reporting. + Serve as primary contact for retirement plan recordkeepers, auditors, legal counsel, and fiduciary consultants. + ... documents, SPDs, and required participant disclosures. + Lead a team of retirement plan specialists/HR professionals. + Coordinate retirement plan … more