Distributions Reviewer

Are you looking for a position where you can utilize your experience processing retirement plan distributions and loans? Do you excel at attention to detail and catching oversights? Do you want the flexibility and convenience of working from home?

Requirements

• Five or more years of experience processing retirement plan loans and distributions
• Strong knowledge of ERISA and Internal Revenue Code and Regulations specific to distributions
• Ability to establish priorities, work independently, and proceed with objectives without supervision
• Superior organizational and coordination skills
• Flexibility, adaptability, and ability to multi-task
• Coachable and committed to professional development
• Knowledge of Corbel Documents & Pension Pro is a plus
• Bachelor’s degree preferred

Benefits

• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match