The representative will manage participant inquiries via phone and email regarding retirement plan withdrawals and loans. They will also assist with data entry and maintain professional relationships with vendors and plan sponsors.
Design, build, and maintain Python scripts and integrations to automate business processes and improve system resilience. Collaborate with business users to identify workflow improvements and manage the deployment of solutions from development to production.
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 support for participant inquiries.
The Production Specialist will prepare IRS-required compliance tests, Form 5500 filings, and employer allocation schedules. They will also develop a working knowledge of various retirement plan testing requirements and perform related administrative duties.
The Quality Assurance Manager is responsible for reviewing work products such as trust accounting, non-discrimination testing, and compliance forms. They also provide feedback and training to junior staff while participating in process improvement and standards development projects.
Process retirement plan distributions and loan requests while ensuring accuracy and compliance with plan provisions. Maintain clear communication with participants, plan sponsors, and financial advisors to resolve inquiries and update records.
The SPT Account Manager maintains a caseload of clients to complete prior year administration requirements, including compliance testing and Form 5500 filings. They also consult with clients and coordinate with internal teams to ensure plans are brought into compliance.
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.
