- Chemung Canal Trust Company (Elmira, NY)
- Performs a variety of duties in support of the Retirement Services function including business development, customer service , reporting, client meetings and ... presentations, etc. + Maintain and grow effective relationships with Retirement Services clients. + Thorough understanding of...Will act as the primary point of contact for retirement plan clients and along with the… more
- Robert Half Finance & Accounting (Appleton, WI)
- …and external stakeholders. * Commitment to ongoing development in retirement plan administration. * Familiarity with compliance and service standards in the ... Description We are looking for a detail-oriented Retirement Plan Administrator to join our...plan provisions to ensure adherence to regulatory and service standards. * Prepare and deliver accurate data reports… 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)
- …advisor to close plans as necessary. + Work closely with RPW leaders and advisors on retirement plan client service and interaction: + Lead and manage the ... matters most by providing a broad array of insurance, retirement , and wealth management products and services ....for you.** We currently have an opportunity for a ** Retirement Plan Advisor** to join the team… 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 ... a century ago, we were among the first financial services companies in America to serve everyday people from...the pension/ retirement industry + Working knowledge of retirement plan administration and plan … 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 ... plans while ensuring efficiency, compliance, and accuracy. About the Role: As a Retirement Plan Operations Specialist, you will be responsible for processing,… 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 ... the decisions negatively impact the end-clients + Providing support and guidance for retirement plan efforts + Reviewing materials for compliance with rules and… more
- Lincoln Financial (Annapolis, MD)
- …bring on a **Manager** to join the **Complex Services ** team supporting our Retirement Plan Services organization to work in a remote environment. ... to financial security, with products including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record of… more
- Charles Schwab (Richfield, OH)
- …Finance, Accounting, or Math or equivalent experience **Preferred Qualifications:** + Experience in retirement plan and/or defined benefit services + Current ... and transform the finance industry together. Defined Benefit (DB) Services provides actuarial and administration services to...to clients whose objective is to provide an integrated retirement plan experience. The Defined Benefits Analyst… more
- Bank of America (Charlotte, NC)
- Retirement Plan Investments - Portfolio Manager Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ Retirement - Plan -Investments Portfolio-Manager\_25021100) **Job Description:** **Position Description** Position… more
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