Job Summary

A company that provides third-party administration and actuarial services for 401(k) plans, defined benefit, and cash balance plans has a current position open for a Remote Third Party Administration and Actuarial Services 401k Distribution Specialist.

Core Responsibilities Include:

• Identifying loan defaults and MRDs from reports online or provided by plan sponsors
• Assisting participants, clients, and/or financial advisors with distribution and loan issues/inquiries
• Updating account managers, management, and plan sponsors as necessary on requests and progress

Must meet the following requirements for consideration:

• Bachelor’s degree required
• Knowledge of modern office procedures and methods including telephone communications, office systems and record keeping
• Working knowledge or ability to quickly grasp concepts of reading, reviewing and understanding plan documents
• Knowledge of modern business communication, including style and format of letters, memorandum, minutes and reports
• Skill to use a personal computer and proficiency in MS Excel and MS Word
• Ability to establish priorities, work independently, and proceed with objectives without supervision