- ADP (Salem, NH)
- POSITION SUMMARY: Responsible for the formulation and maintenance of retirement plan documentation. Interprets key legislation impacting the RS business function ... communicates internally and externally. RESPONSIBILITIES: For new clients, analyze existing plan documentation to identify plan provisions, features, and… more
- International Paper (Memphis, TN)
- …Form 5500 preparations, and plan audits + Oversight of escalations and ERISA appeals preparation for the retirement plans committee + Analyze plan ... Sr Retirement & Mobility Consultant Description: **Sr....a corporate or consulting environment + Demonstrated expertise in retirement plans, plan compliance, and vendor management… more
- Charles Schwab (Austin, TX)
- …and advice. The Advice Consultant will work with new and existing retirement plan services participants to provide them with the appropriate guidance to ... financial services to participants for their needs outside of their company sponsored retirement plan . The position requires attention to detail to include… more
- Charles Schwab (Westlake, TX)
- …financial services to participants for their needs outside of their company sponsored retirement plan . The position requires attention to detail to include ... do:** As part of the Workplace Branch, the Advice Consultant will work with new and existing Workplace Financial...the appropriate guidance to assist them in meeting their retirement goals. Candidate must be able to explain in… more
- Regions Bank (Houston, TX)
- …and associated revenue for a group of accounts, which may include Retirement Plan , Investment Management Agency, Endowments/Foundations, Custody, and/or Funeral ... of experience **Preferences** + Experience in the investment, Employment Retirement Income Security Act of 1974 ( ERISA ),...role is eligible to participate in a formulaic incentive plan . Employees have the potential to earn incentives based… more
- T. Rowe Price (Owings Mills, MD)
- …equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach ... 7 & 63 license Preferred: + Strong knowledge of retirement industry and ERISA FINRA Requirements FINRA...Competitive compensation + Annual bonus eligibility + A generous retirement plan + Hybrid work schedule +… more
- YAI (Manhattan, NY)
- …employment law specifically in the realm of benefits, leaves of absence and retirement including ACA, FMLA, ADA, EEOC, ERISA , HIPAA and applicable state ... to policies, procedures or education relating to benefits, leaves, retirement and other related areas. + Stays abreast of...in benefits and leaves administration, serving as an internal consultant and strategic advisor to the CHRO, HR staff… more
- TEKsystems (Fort Worth, TX)
- …* Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life ... + Verify compliance with client instructions, state mandates, and federal ERISA regulations. + Confirm that appropriate board-certified specialists have reviewed… more
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