Retirement Plan Specialist Associate
About The Position
This person will be responsible for supporting the Retirement Plan Services department within the Financial Services Customer we are supporting. The majority of their role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates (will rarely need to answer the phone, if at all). Job Duties: Answers and responds to email inquiries regarding issues Processes forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements Interprets rules and regulations by applying retirement plan knowledge Conducts audits of account activity to ensure transactions meet regulatory compliance Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training Communicates, researches and resolves issues with other internal departments Reviews daily reports of individual productivity to evaluate personal performance Work Schedule: The worker can choose either 8:30am-5:30pm or 9am-6pm Interview Information: Interviews will likely be conducted over Zoom; therefore, please include the candidates' email address on their resume.
Responsibilities
- Answers and responds to email inquiries regarding issues
- Processes forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates
- Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements
- Interprets rules and regulations by applying retirement plan knowledge
- Conducts audits of account activity to ensure transactions meet regulatory compliance
- Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
- Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training
- Communicates, researches and resolves issues with other internal departments
- Reviews daily reports of individual productivity to evaluate personal performance
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
