The Trust Accountant is responsible for reconciling retirement plan investment accounts and preparing financial statements. They will also manage participant loans and maintain regular communication with clients and financial institutions.
The role involves managing the administration, testing, and reporting for defined contribution retirement plans. Key duties include client communications, annual valuation reports, and ensuring compliance with ERISA sections.
Process and report retirement plan distributions while providing high-quality service to clients, participants, and financial advisors. Manage distribution documentation for terminations, loans, deaths, and hardship withdrawals while maintaining accurate billing records.
