Retirement Operations Associate
Benefits
Unlimited PTO
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About the Role:
- Support day-to-day administration of 401(k) retirement plans with a focus on participant transactions.
- Provide exceptional service to plan sponsors and participants in a collaborative environment.
Key Responsibilities:
- Process loans, distributions, hardship withdrawals, rollovers, terminations, and RMDs.
- Prepare daily cash reconciliations and ensure timely resolution of discrepancies.
- Communicate plan rules and requirements clearly to clients.
Qualifications:
- Strong math, analytical, and communication skills with Excel and Word proficiency.
- Ability to manage multiple priorities and work independently in a fast-paced setting.
Jocelyn Pension Consulting
Jocelyn Pension Consulting helps growing small businesses establish and administer 401(k) retirement plans with personalized service. It is part of Strongpoint Partners, an Inc. 5000 honoree and certified Great Place to Work.