- NBT Bank (NY)
- Pay Range: $19.45 - $25.93 Provide daily support to Retirement Plan Client and Technical consultants to administrate retirement plans and trust accounts ... and 8955-SSA. Complete of Form 1099R and 5558. Assist Retirement Plan Compliance Consultant in preparation of...drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness… more
- Robert Half Accountemps (Fort Wayne, IN)
- …Microsoft Excel skills in a meaningful way? Join our team as a Retirement Plan Operations Specialist and support clients in managing their retirement ... efficiency, compliance, and accuracy. About the Role: As a Retirement Plan Operations Specialist , you...new plan setup. Special Projects and Coordination: Support plan conversions, data imports, and updates… more
- Charles Schwab (Austin, TX)
- …to work in the United States on a full-time basis without employer sponsorship.** Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is ... one of the leading providers of bundled retirement plan services. For mid-to large sized...our clients' best interests. **As a Senior Client Service Specialist , you are responsible for** + Assisting in the… 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 ... . Job Description Summary Generate investment changes at the plan and participant level, and provide related support...the pension/ retirement industry + Working knowledge of retirement plan administration and plan … more
- TEKsystems (Memphis, TN)
- Position Overview: As a Retirement Plan Services Associate, you'll support our Retirement Plan Services department by processing forms and ... resolve discrepancies + Collaborate with internal departments + Stay up to date on retirement plan rules and procedures If you're ready to build your career in a… more
- TEKsystems (Southfield, MI)
- Description Job Summary: This person will be responsible for supporting the Retirement Plan Services department. The majority of their role will involve ... also meet IRS regulatory requirements * Interprets rules and regulations by applying retirement plan knowledge * Conducts audits of account activity to ensure… more
- UPMC (Pittsburgh, PA)
- …contractual arrangements and corporate policy. Our ideal candidate is experienced with retirement plan administration and processing. Additionally, they have a ... Benefits team has an exciting opportunity available as a Retirement Benefits Specialist . This is a full-time...corrections under established IRS recommended programs. + Assist in Retirement Plan mergers or 403(b) transfer processes… more
- University of Delaware (Newark, DE)
- …Director, the Retirement Specialist is responsible for administering retirement plan counseling and preparing related documentation for all categories of ... Retirement Specialist Job no: 502284 College...offerings. + Oversee the daily administrative functions related to retirement savings: State Employee Pension Plan ; 403(b)… more
- State of Minnesota (St. Paul, MN)
- **Working Title: Divorce & PRO Specialist Senior** **Job Class: Retirement Services Specialist Senior** **Agency: Public Employees Retire Assoc** + **Job ... to equity and inclusion, and invests in employees by providing benefits, support resources, and training and development opportunities. The Public Employees … more
- Principal Financial Group (Miami, FL)
- …with the development and implementation of education plans that increase participation in the retirement plan . + Collaborate with the Plan Sponsor, Advisor ... provide appropriate education solutions. + Develop appropriate needs assessments that help retirement plan participants make informed decisions about their … more