- Charles Schwab (Richfield, OH)
- …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 processing… more
- Lincoln Financial (Fort Wayne, IN)
- …**Requisition #:** 75136 **The Role at a Glance** As a Sr. Actuarial Consultant in Retirement Plan Services , you will play a key role in supporting ... with products including annuities, life insurance, group protection, and retirement plan services . With our...and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln… 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 ... discretion. In this position, you will deliver FIS (Fiduciary Investment Services ) solutions to sponsors of participant directed defined contribution plans. You… more
- Raymond James Financial, Inc. (Seattle, WA)
- …NWPS Holdings, Inc. and its wholly-owned subsidiaries doing business as NWPS and Northwest Plan Services provide retirement plan administration ... originality, and ingenuity to make moderately complex decisions. **Responsibilities:** + Manage retirement plan cash flow + Monitor and analyze daily… more
- Publix (Lakeland, FL)
- …beneficiary claims for PROFIT Plan distributions, + Providing premier customer service to lobby visitors who are contemplating retirement and/or needing ... **33789BR** **Position Title:** PROFIT Plan Claims Processing Specialist, Retirement -...years of claims processing experience, or 4 years customer service experience in retirement related field +… more
- Aegon Asset Management (Denver, CO)
- …Ensures timely and proper notification of cash flows to the Transamerica Retirement Services (TRS) Funding Group, reconciles assets received with internal ... - one focused on helping people look forward and plan for the best life possible while providing tools...a century ago, we were among the first financial services companies in America to serve everyday people from… more
- Raymond James Financial, Inc. (Memphis, TN)
- …complex matters to colleagues, as necessary. + Carry out standard customer service activities and handle customer inquiries. + Conduct data entry and transaction ... formal and informal training and coaching. **Knowledge of:** + IRA's and Retirement plans including various legal documents **Skills:** + Organizational and time… 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
- Lincoln Financial (Fort Wayne, IN)
- …to bring on a **Customer Service Representative** to support the Retirement Plan Services business (bilingual opportunities available!). This role ... a subject matter expert and educate them about the retirement plan using excellent customer service...with products including annuities, life insurance, group protection, and retirement plan services . With our… more