- 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
- Black & Veatch (Overland Park, KS)
- …for plan audits to accountants, clients and regulatory entities. + Present Retirement Plan highlights at weekly new hire benefit call. Schedule ... Plan (GEO). + Perform all aspects of US retirement plan administration including setting up and...reporting, and processing. Review fees and process invoices/wires for plan services . Manage plan transfers,… more
- Fifth Third Bank, NA (Chicago, IL)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Fifth Third Institutional Services (FTIS) Sr Retirement Plan Consultant serves as the primary ... contact for assigned Retirement Plan Advisory Services ("RPAS")... of FTIS. Serve as subject matter expert for new product or service rollouts for regional… more
- Covr Financial Technologies (Hartford, CT)
- … - Pet insurance for cats and dogs! + NEW - Gym Membership discounts + 401(k) retirement plan + NEW LIMITS - Company paid Life and AD&D insurance 1 year ... hybrid COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a- services platform (InsurTech) that simplifies the buying process for...service + Paid holiday's - 11 days! + NEW - Downtown parking subsidy + NEW … more
- Covr Financial Technologies (San Francisco, CA)
- … - Pet insurance for cats and dogs! + NEW - Gym Membership discounts + 401(k) retirement plan + NEW LIMITS - Company paid Life and AD&D insurance 1 year ... trends, personnel changes or relationship needs, and revises business plan (visits, trainings, etc) accordingly. + Serves as the...service + Paid holiday's - 11 days! + NEW - Summer Hours Program + Medical, Dental and… more
- Aegon Asset Management (Cedar Rapids, IA)
- …Transition Services (CTS) management team, oversee staff that manage the onboarding of new plan sponsor retirement plans and the conversion of existing ... - 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
- Aegon Asset Management (Cedar Rapids, IA)
- …related to plans and contracts, including employee disclosure material required to establish a new retirement plan . + Create and ensure regulatory notices ... a century ago, we were among the first financial services companies in America to serve everyday people from...transamerica.com . Job Description Summary Oversee the onboarding of new plan sponsor retirement plans… more
- Principal Financial Group (Detroit, MI)
- …the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + Plan level health ... pivotal role in developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators operating within our 10M - 200M… more
- Charles Schwab (Richfield, OH)
- …helping us "challenge the status quo" and transform the finance industry together. Schwab Retirement Plan Services provides third party recordkeeping and ... for Workplace Retirement Services specifically Retirement Plan Services (RPS) and...Accurately track and bill administrative and misc. fees for new and existing SPS clients. + Track payments, credits,… more
- Raymond James Financial, Inc. (Memphis, TN)
- …resource for internal and external associates with respect to IRAs and other retirement plan issues + Keeps current on legislative and regulatory changes ... system enhancements for accuracy and usability; trains users on new systems + Organizes and schedules both onsite and...impact the end-clients + Providing support and guidance for retirement plan efforts + Reviewing materials for… more
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