- Walgreens (Deerfield, IL)
- …Pension Plans and Walgreens Health and Welfare Plans. Assures accurate delivery of Plan benefits and great customer service , while working with service ... plans. Audits plan operations for compliance with plan provisions. + Conducts specialized new hire...has approximately 220,000 team members, including nearly 90,000 healthcare service providers, and is committed to being the first… more
- HUB International (Newport Beach, CA)
- …driving the education and adoption of RPW programs and initiatives amongst retirement plan and wealth management-focused advisors within a geographic location, ... + Create repeatable process and documentation to provide consulting services to all new and existing acquisitions...similar role in the securities industry, preferably in the retirement plan and/or wealth management space (Preferred)… more
- Bank of America (Pennington, NJ)
- Account Management Ops Team Lead - Retirement Billing Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help ... while addressing employee inquiries and escalations + Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate… more
- Janus Henderson Investors (Denver, CO)
- …+ Grow the company's overall retirement and insurance asset footprint, including Retirement Plan , Annuity, COLI, and VUL assets + Serve as lead relationship ... superior financial outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing our core… more
- Lincoln Financial (Nashville, TN)
- …**Requisition #:** 74279 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain ... to financial security, with products including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record of… more
- KeyBank (Amherst, NY)
- …requests related to compliance and reporting. - Maintain thorough documentation for each Retirement Plan and HSA for storage, retrieval, and disaster recovery. - ... in office per week is required. **JOB SUMMARY** Provide expert support for Retirement and HSA services through phone-based transaction processing and client… more
- HUB International (Wilmington, MA)
- …401(a)(4), 415)o Calculation of Employer contributions (ie, match, profit sharing, new comparability)o Reconciliation of plan assets.o Preparation of Form ... management, life and health, employee benefits, investment and wealth management products and services . Becoming a part of HUB means that you thrive in an… more
- Middlesex Savings (Westborough, MA)
- …expertise. Refers more complex problems to supervisor. + Maintains proficiency in retirement plan rules and regulations. Attends relevant courses and seminars. ... retirement products. + At least one year customer service or retirement planning position. + Must...Community!** Join our Talent Community to receive updates on new opportunities and future events. **Location** _US-MA-Westborough_ **Req #**… more
- State of Connecticut, Department of Administrative Services (Bridgeport, CT)
- …participate in a competitive benefits plan that includes healthcare coverage, and a retirement plan , as well as paid time off! We encourage a healthy ... Danbury, Manchester, New Britain, Stamford, and Waterbury. The Social Work Services Division at DSS primarily provides protective and supportive services for… more
- City and County of San Francisco (San Francisco, CA)
- …SFERS Pension Administration system. May research and conduct feasibility studies on new technologies. + Design, plan , integrate, test, implement, document, and ... up to one day per week Who We Are The San Francisco Employees' Retirement System (SFERS) is dedicated to securing, protecting, and prudently investing the pension… more