- ADP (El Paso, TX)
- …various business groups including client service, operations, and new business, about ERISA issues that affect their individual job functions Works on projects ... designed to ensure ERISA compliance for new processes, products, procedures and regulatory...processes, products, procedures and regulatory changes. Research and resolve ERISA questions from internal clients through the various … more
- Charles Schwab (Westlake, TX)
- …advice. **What you'll do:** As part of the Workplace Branch, the Advice Consultant will work with new and existing Workplace Financial Services participants to ... cons of various financial strategies, investment vehicles, including portfolio/asset allocation. Consultant will also need to position Schwab as a full-service… more
- Charles Schwab (Austin, TX)
- …best in class service, technology, products, people and advice. The Advice Consultant will work with new and existing retirement plan services participants to ... and cons of various financial strategies, investment vehicles, including portfolio/asset allocation. Consultant will also need to position Schwab as a full service… more
- Elevance Health (Grand Prairie, TX)
- **Group Underwriting Consultant Senior** **Location:** This role requires associates to be in-office **1 - 2** days per week, fostering collaboration and ... an accommodation is granted as required by law._ The **Group Underwriting Consultant Senior** will be responsible for determining acceptability of insurance risks… more
- Regions Bank (Houston, TX)
- …of the system. **Job Description:** At Regions, the Institutional Trust Relationship Consultant retains and develops relationships and associated revenue for a group ... Experience in the investment, Employment Retirement Income Security Act of 1974 ( ERISA ), and custody industry + Background in Institutional Trust Administration and… more
- TEKsystems (Fort Worth, TX)
- …+ Verify compliance with client instructions, state mandates, and federal ERISA regulations. + Confirm that appropriate board-certified specialists have reviewed ... client complaints and quality concerns. + Provide insights to management on consultant performance and compliance. + Promote efficient use of company resources and… more