- 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 ... firm, clients and advisors. + Serves as liaison between retirement plans department and financial advisors, Raymond...impact the end-clients + Providing support and guidance for retirement plan efforts + Reviewing materials for… more
- Aegon Asset Management (Cedar Rapids, IA)
- …and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans , and Transamerica Investment Solutions, and 3) Financial ... review checks to ensure accuracy. + Process reallocation of plan assets for Defined Benefit plans . Communicate...work with internal parties to resolve issues. + Review Retirement Plan Documents, including client and participant… more
- Charles Schwab (Sacramento, CA)
- …to develop relationships with key plan sponsors, investment advisors, and retirement plan consultants. **What you will be responsible for:** + Identify, ... pursue and sell to retirement plan prospects with an emphasis on Large Market ($150Million-$1Billion plans ) plans + Work within a team structure to… more
- Raymond James Financial, Inc. (Seattle, WA)
- …the NWPS Seattle, WA, Office._ Under supervision, supports daily operations for clients' retirement plans and their participants. You will work directly with the ... originality, and ingenuity to make moderately complex decisions. **Responsibilities:** + Manage retirement plan cash flow + Monitor and analyze daily… more
- Aegon Asset Management (Cedar Rapids, IA)
- …and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans , and Transamerica Investment Solutions, and 3) Financial ... - one focused on helping people look forward and plan for the best life possible while providing tools...of customers and thousands of employees worldwide. Our insurance, retirement , and investment solutions help people make the most… 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
- Raymond James Financial, Inc. (Southfield, MI)
- …as formal and informal training and coaching. **Knowledge of:** + IRA's and Retirement plans including various legal documents **Skills:** + Organizational and ... effective verbal communications skills to express ideas, request actions and formulate plans or policies. + Supports business processes by applying an understanding… more
- PNC (Louisville, KY)
- …have an opportunity to contribute to the company's success. As a Senior Retirement Plan Advisor within PNC's Institutional Asset Management organization, you ... (Fiduciary Investment Services) solutions to sponsors of participant directed defined contribution plans . You will serve as the primary point of contact to provide:… more
- Terracon (Olathe, KS)
- …**Office Name:** Corporate **Job Description:** Join our team as a **Stock & Retirement Plan Analyst** where your contributions matter. As a 100% employee-owned ... \#LI-TB1 **Exemption:** Exempt **Requisition ID:** 32616BR **Posting Title:** Stock and Retirement Plan Analyst (Hybrid) **Employment Type:** Regular, Full Time… more
- Navy Exchange Services (NEX) (Virginia Beach, VA)
- …mandatory and voluntary offerings. Directs the NEXCOM and Coast Guard NAF Defined Benefit Retirement Plans as well as FER and CSRS defined Benefits Retirement ... Plan and the 401 k Defined Contribution Retirement Plan . Ensures plan accounting...of associates involved in the administration of the NEXCOM Retirement Plans . Plans , organizes and… more