- Chemung Canal Trust Company (Elmira, NY)
- …to qualified retirement plans. + Will act as the primary point of contact for retirement plan clients and along with the Plan Manager will be responsible ... with applicable government regulations. + Works with Investment Officers and Retirement Plan Managers to maintain and monitor plan investment menus.… more
- Robert Half Finance & Accounting (Appleton, WI)
- Description We are looking for a detail-oriented Retirement Plan Administrator to join our team in Appleton, Wisconsin. This role involves ensuring compliance ... as outlined in individual plan documents. * Analyze and test retirement plan provisions to ensure adherence to regulatory and service standards. * Prepare… more
- Guardian Life (New York, NY)
- …plan design, colleague engagement, and regulatory matters. With deep expertise in retirement plan strategy and a passion for improving financial wellness, you ... have** + 15+ years of proven experience in employee benefits strategy and retirement plan design, including 401(k), pension, and deferred compensation. + Strong… more
- HUB International (Rockville, MD)
- …limits - **HUB is the place for you.** We currently have an opportunity for a ** Retirement Plan Advisor** to join the team in our **Rockville, MD** office. The ... individual will be responsible for building strong relationships with key retirement plan clients within the Mid-Atlantic Retirement & Private Wealth… more
- Robert Half Accountemps (Fort Wayne, IN)
- …and Microsoft Excel skills in a meaningful way? Join our team as a Retirement Plan Operations Specialist and support clients in managing their retirement ... ensuring efficiency, compliance, and accuracy. About the Role: As a Retirement Plan Operations Specialist, you will be responsible for processing, analyzing, and… more
- Aegon Asset Management (Cedar Rapids, IA)
- …data elements and work with internal parties to resolve issues. + Review Retirement Plan Documents, including client and participant communications, to ensure ... experience in the pension/ retirement industry + Working knowledge of retirement plan administration and plan pricing + Strong problem solving,… 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 ... negatively impact the end-clients + Providing support and guidance for retirement plan efforts + Reviewing materials for compliance with rules and regulations… more
- Lincoln Financial (Annapolis, MD)
- …to bring on a **Manager** to join the **Complex Services** team supporting our Retirement Plan Services organization to work in a remote environment. _Background ... Details_ As the Manager of the Retirement Plan Complex Services team, you will manage a team of individuals while overseeing the financial processing of complex… more
- Charles Schwab (Richfield, OH)
- …and administration services to clients whose objective is to provide an integrated retirement plan experience. The Defined Benefits Analyst will be responsible ... Accounting, or Math or equivalent experience **Preferred Qualifications:** + Experience in retirement plan and/or defined benefit services + Current ASPPA… 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
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