Record Keeping Specialist with retirement plan,401k,clent reporting
Remote
Contract
Pay Rate: $23/hr on W2
Must have:
The JD is retirement plan operations, 401(k) administration, DC plan valuation, trust accounting, data formatting, reconciliation, compliance testing, and client reporting.
Job description:
Provides service and administrative support to largest/most complex defined contribution plan clients. Responds to client requests for information. Resolves client administrative or service problems. Ensures that all transactions are processed according to the company's and the client's standards. Processes transactions to complete plan valuation such as contributions, loans, withdrawals, and earnings allocations. Formats and loads data. Performs and analyzes tests required for defined contribution plans and plan design issues i.e. discrimination testing. Requests and interprets data, presents results to clients, and makes recovery recommendations. Reconciles trust accounting/recordkeeping system on a plan level. Reconciles plan balances to trust balances through daily balancing, adjustment analysis, preparing reconciliation reports, and analysis by transaction type. Coordinates omnibus fund purchases and sales with third-party fund companies. Formats and produces client reports. Produces valuation reports, participant statements, investment performance reports, and files necessary tax and compliance forms. Participates in client meetings and/or conference calls. Maintains trustee relationships. Discusses plan design issues, trust reconciliation issues, payroll consultation, and other services with clients.
Demonstrated leadership and training skills.
Ability to work independently or in a team.
Strong oral and written communication skills.
Ability to handle multiple priorities.
Attention to detail and document review is critical for this role.
| Vinay Ram
(Direct) Suwanee, GA - 30024 An MBE & eVerify Company |
Connect with me for exciting career opportunities:
Open Jobs (For Recruiters):
Never miss an opportunity! Create an alert based on the job you applied for.
