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People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans.
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Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus.
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Also, assists in the preparation of publications and performs maintenance and upkeep of departmental spreadsheets, databases, and web pages.
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Life, Health, and Variable Annuity Insurance Licenses. Series 63 & 65, or 66 as required by state. NFA Commodities License required if any commodities trading is done at the branch. Series 7 and 9 & 10 (or 8) required.
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Manage Principia's relationship with charitable trust and gift annuity administrator BNY Mellon, and work with Principia's CIO and COO/CFO on trust investments and accounting. Manage Principia's relationship with charitable trust and gift annuity administrator BNY Mellon, and work with Principia's CIO and COO/CFO on trust investments and accounting.
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You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) A work-life balance and access to a full suite of remote-work technology solutions.
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Principles of finance and broker/dealer operations.
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Retired Civil Service Employee: Employment of retired Federal employees receiving an annuity is subject to the requirements of the Department of Defense (DoD) policy guidance. SUBSTITUTION OF EDUCATION FOR GS-07 SPECIALIZED EXPERIENCE: One full year of graduate level education or a Bachelor's Degree with Superior Academic Achievement (Grade point average of a 2.95 or higher on a 4.0 scale or class standing in the upper third of the graduating class or major subdivision) or membership in a national scholastic honor society may be substituted to meet the specialized experience requirement.
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Employees may also elect to participate in Tax-Shelter Annuity options. Demonstrated ability to work positively with students with disabilities and under the supervision of a special education teacher.
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Tax Shelter Annuity (TSA): If eligible, Department employees are able to participate in a tax shelter annuity program. With the exception of designated Career and Technology Education (CTE) positions, the minimum qualification to apply for a teacher, librarian or counselor position is a Bachelor's Degree.
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Hired with the OPM approved salary off-set waiver granted to the Secret Service, annuitants can earn their full salary and their full annuity without penalty. Earn Full Annuity and Full Salary.
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Work closely with the PSI finance team in support of the tax-sheltered annuity plan 403(b) in accordance with the plan document, ERISA and other regulatory requirements. Human Resources Professional Certification (PHR, SHRM-CP) or Certified Employee Benefits Specialist or similar professional certification.
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All full-time university staff are eligible for VCU's generous benefits package that includes: competitive health benefits, paid annual and holiday leave, retirement planning and savings options, tax-deferred annuity and cash match programs, Virginia Retirement System (VRS), professional development & certifications, tuition waiver, parental leave, caregiving leave and community service leave.
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Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor DegreeRequired Fields of Study: Actuarial Science, Statistics, Mathematical Statistics, Economics, Mathematics, Applied MathematicsMinimum Years of Experience: 2 year(s) Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates a thorough level knowledge of and success in technical roles involving model build and implementation, especially for Life and Annuity products.
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Eligible employees participate in a Washington state-sponsored retirement plan through one of two administrators: the Washington State Department of Retirement Systems (DRS) or the Teachers Insurance & Annuity Association (TIAA.
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