Retirement Plan Specialist

TEKsystems•Memphis, TN

1d•Hybrid

About The Position

This role is responsible for supporting the Retirement Plan Services department, primarily involving the processing of forms and performing basic transactions such as handling roll overs, internal transfers, and death certificates. The position will rarely require answering the phone. It involves accurately diagnosing issues, providing client-driven solutions that meet IRS regulatory requirements, interpreting rules and regulations, conducting audits for compliance, reviewing client requests for corrections, and providing guidance to branch personnel. The specialist must maintain knowledge of retirement plan rules and regulations through internal and external resources and continuous training, and communicate with other internal departments to resolve issues. Performance is evaluated by reviewing daily productivity reports.

Requirements

Knowledge of retirement plan rules and regulations

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