Posted:1 day ago|
Platform:
Work from Office
Full Time
- Oversee MoneyIn processes: contributions, rollovers, transfers, loan payments, beneficiary deposits, and special plan work.
- Oversee MoneyOut processes: distributions, hardships, RMDs, QDROs, systematic withdrawals, loans, and annuitization.- Supervise Corrections & Tax Reporting: Roth/pretax adjustments, 1099R corrections, vesting, penalties, and remediation steps.- Ensure compliance with IRS, ERISA, and plan provisions across all transactions.- Quality Audits Achieve 100% compliance in internal/external audit reviews.
- Deep understanding of retirement markets: 401(k), 403(b), 457, IRA, LOSAP, governmental/tophat plans.
- Strong knowledge of taxability, penalties, RMD rules, hardships, QDRO, and ERISA guidelines.- Ability to interpret plan provisions and apply IRS regulations accurately.- Handson experience with retirement platforms, workflow tools, and reporting dashboards.
- Graduate with 68 years in Defined Contribution / Retirement Services operations.
- Exposure to BPO, recordkeeping, brokerage, or plan administration environments.- Comfortable working from office in US shifts.
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