- Aegon Asset Management (Denver, CO)
- …For more information, visit transamerica.com . Job Description Summary Generate qualified retirement plan sales and maintain small and mid-market customer ... the plan sponsor, advisor, and TPA community. + Develop Retirement plan pricing, with responsibility for investment research, fund mapping, service model… more
- HCA Healthcare (Nashville, TN)
- …+ Assist in establishing key metrics and reports to measure service levels for all retirement plan vendors + Review all metrics and reporting tools to ensure ... Plans, and Compliance) for any customer service or benefit plan issues involving outsourced retirement administrators + Provide retirement support to Labor… more
- T. Rowe Price (Owings Mills, MD)
- …equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach ... plans specifically designed to position T. Rowe Price investment products and retirement plan solutions to plan sponsors and retirement advisors.… more
- Aegon Asset Management (Cedar Rapids, IA)
- …program for record-keeping and fiduciary administration services provided to our qualified retirement plan clients. Helps to mitigate legal exposure/risk to the ... as applicable rulings, notices and guidance, as they pertain to qualified retirement plan administration and record-keeping services, and advise senior… more
- JPMorgan Chase (Apple Valley, CA)
- …capabilities and skills** + 5+ years of successful sales experience in small plan market retirement plan recordkeeping, administration, or advisory sales. ... + Knowledge of corporate retirement plans, retirement plan recordkeeping and administration, mutual funds, and retirement industry trends. + Experience… more
- Aegon Asset Management (Cedar Rapids, IA)
- …mid and large plan sponsors with high employee counts, requiring in-depth retirement plan knowledge and installation process expertise. Serve as a mentor to ... contracts, including employee disclosure material required to establish a new retirement plan . + Create and ensure regulatory notices are accurate and… more
- Aegon Asset Management (Cedar Rapids, IA)
- …. Job Description Summary Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and ... recordkeeping, outsourcing and processing capabilities. + Attend training to obtain functional retirement plan knowledge such as various plan design, plan… more
- Equitable (Charlotte, NC)
- …platform of third-party investment products, advisory solutions, insurance products and retirement plan business. Responsibilities of the Product Manager ... include, but are not limited to: + Maintaining a strong understanding of ERISA/ retirement plan product offerings including 401k, 403(b)(7), SEP, Simple IRA plans… more
- UPMC (Pittsburgh, PA)
- …contractual arrangements and corporate policy. Our ideal candidate is experienced with retirement plan administration and processing. Additionally, they have a ... make corrections under established IRS recommended programs. + Assist in Retirement Plan mergers or 403(b) transfer processes or spinoffs or withdrawals to… more
- Nexstar Media Group (Irving, TX)
- …and applicable laws.* Excellent interpersonal skills with ability to clearly explain retirement plan options in easily understood terms.* Thorough understanding ... role is based in IRVING, TX. Essential Duties and Responsibilities * Explains retirement benefit plan policies, procedures, and legal requirements to employee,… more