The Distribution Specialist processes retirement plan loan and distribution requests while maintaining communication with participants and plan sponsors. They are also responsible for identifying loan defaults, performing data entry, and providing backup support for participant services.
The Implementation Account Manager acts as a liaison between clients, advisors, and platform providers to manage the onboarding phase of retirement plans. Responsibilities include coordinating data collection, reviewing plan documents, and ensuring internal systems are accurately set up.
The Business Systems Analyst acts as a bridge between business stakeholders and developers to gather requirements and prioritize automation initiatives. They are responsible for mapping workflows, documenting functional specifications, and ensuring deployed solutions meet operational and regulatory needs.
The Team Leader manages a team of actuaries and specialists, overseeing service quality, performance metrics, and staff development for defined benefit and combo plans. They also serve as an escalation point for complex service issues and coordinate strategic initiatives like plan terminations and distribution processes.
The Account Manager will maintain client and advisor relationships while managing a caseload of PEP and 402(a) solution clients. They are responsible for consulting on plan design and operations while collaborating with internal departments to ensure a high-quality client experience.
The Team Leader is responsible for managing a team of 6-8 professionals to meet performance metrics, ensure client satisfaction, and provide training and feedback. They also maintain a caseload of 50 clients, provide consulting services, and champion company values and policies.
