- Charles Schwab (Westlake, TX)
- …is integral to providing trust and custody services for both qualified and non-qualified retirement plans , governmental plans , as well as related individual ... Management** + Negotiate trust and custody agreements with sponsors of ERISA-governed retirement plans , non-qualified plans , and employer-sponsored plans… more
- Ventura County (Ventura, CA)
- …Pension Plan - Both the County and employees contribute to the County's Retirement Plan and to Social Security. If eligible, reciprocity may be established ... benefits; make complex calculations and ensure accuracy of calculations; administer complex retirement plan operations and services in an independent and… more
- First Student (Cincinnati, OH)
- …of industry trends and best practices along with data and statistics specific to the retirement plans . + Reviews relevant plan documents and other plan ... + Key contributor in the administration of the 401(k), MEPs, and non-qualified retirement plans serving both hourly, union and non-union and salaried… more
- WTW (Chicago, IL)
- … retirement program design, financial and operational management of defined benefit plans , retirement plan administration, and the application of ... in designing, managing, administering and communicating all types of retirement plans . Whether a client has a... plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues… more
- Sysco (Houston, TX)
- …in supporting the administration and compliance of the Sysco 401 (K) & The Sysco Retirement Plan . In this role, the Senior Retirement Analyst will ensure ... as a subject matter expert and lead analyst for retirement plans , ensuring operational excellence and compliance...IRS, DOL, and other regulatory bodies. + Oversee day-to-day retirement plan administration such as resolving employee… more
- HUB International (Mclean, VA)
- …for providing dedicated on-site, virtual and field support for a specified block of retirement plans either directly with clients or in coordination with a ... core responsibilities of conducting client and participant education sessions to engage retirement plan participants in their holistic financial wellbeing, with… more
- Aegon Asset Management (GA)
- …within six months. + Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification (eg ... and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans , and Transamerica Investment Solutions, and 3) Financial… more
- ADP (Dallas, TX)
- …of the various tools and resources made available to employees for their retirement and financial planning. Educates employees on plan benefits, plan ... on distribution options available to them when transitioning employers or commencing retirement rollover option to employees of eligible plans . Assist employees… more
- General Motors (Hartford, CT)
- … data and recommendation of future strategic initiatives for financial wellness and retirement readiness + Strategic plan benchmarking studies + Development of ... responsible for development, design, and operations supporting Defined Contribution Plans , Defined Benefit Plans , Health Savings Accounts,...the annual retirement and savings plan design and recommendations + Develop, bargain and implement… more
- WellSpan Health (York, PA)
- …plans , eg, 5500's, Plan Audits, and other compliance testing. + Leads retirement plan projects and provides support to Retirement Specialists with ... to team members according to requirements for each. + Works closely with Retirement consultant, plan administrators, and HR Technology team to ensure the… more
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