- Charles Schwab (Phoenix, AZ)
- …Qualifications** + Qualified Plan/Trust administration experience + Basic understanding of ERISA , pension , trust, and securities industries **What's in it ... for you** At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance… more
- Charles Schwab (Austin, TX)
- …have. + Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA , pension /trust compliance, DC and DB plans + Prefer 5+ years ... of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role + Series 7 & 66 licenses required and additional professional designation from the college for financial… more
- Lilly (Indianapolis, IN)
- …to applying. **Position Description:** This professional position is in the Pension Benefit Investments Team within Global Treasury. Reporting to the Treasurer, ... Board presentations + **Ensure regulatory compliance** and fiduciary excellence across ERISA , DOL, and SEC requirements, maintaining robust control environment and… more
- Children's Hospital Boston (Boston, MA)
- …Employee Liaison + Serve as the internal expert on health, life, disability, pension , and supplemental retirement plans ( ERISA -governed) + Support annual open ... Improvement + Ensure compliance with federal and state regulations including FMLA, ADA, ERISA , and COBRA + Develop and maintain internal procedures, forms, and tools… more
- WTW (Chicago, IL)
- **Description** In this challenging role as a Pension Calculation Administration Senior Associate, you will contribute as part of a team to the entire range of ... retirement administration activities, primarily focused on complex pension calculations and other related activities. If you're looking for an exciting role, with… more
- Citizens (Westwood, MA)
- …aligned with organizational goals. The SVP will oversee plan design, pension , 401(k), medical, dental, wellness programs, and communications initiatives to enhance ... with external vendors and consultants to design and manage benefits plans. + Pension : + Oversee the administration of pension plans, ensuring compliance with… more
- Sysco (Houston, TX)
- …lead analyst for retirement plans, ensuring operational excellence and compliance with ERISA , IRS, DOL, and other regulatory bodies. + Oversee day-to-day retirement ... deductions are accurate and aligned. + Monthly review of Pension & 401 (K) data. **Retirement Administration** + Serve...quickly and present to teams. + Support compliance with ERISA , IRS, DOL and other regulatory requirements through data… more
- Cherry Bekaert (Augusta, GA)
- …including experience preparing and reviewing form 5500 + A solid understanding of ERISA , DOL, and IRS regulations related to pension plans + Strong ... is currently seeking a Tax Senior with experience in pension plan administration and form 5500 preparation. **As a...sharing, safe harbor, and new comparability, ensuring compliance with ERISA , DOL, and IRS regulations. + Prepare and review… more
- Guardian Life (New York, NY)
- …experience in employee benefits strategy and retirement plan design, including 401(k), pension , and deferred compensation. + Strong working knowledge of ERISA ... plan design and administration for defined contribution (401(k)), defined benefit ( pension ), and deferred compensation plans, ensuring alignment with total rewards… more
- Tucson Electric Power (Tucson, AZ)
- …with the HR Systems & Analytics team to manage data and build reports. o Pension : | Prepares and reviews pension calculations for all qualified defined benefit ... benefit elections. | Partners with vendor to manage the distribution of pension payments. | Conducts quarterly settlement threshold testing for pension … more
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