Retirement Plan Analyst
Current- Responsibilities
- Analyze and interpret 401(k) requests and transactions with accuracy
- Utilize in-depth knowledge of 401(k) Plans, employer policies, & tax law to ensure the highest servicing standards possible
- Provide resolution with primary goals of accurate information and efficiency with a wide range of systems
- Coordination with Human Resource Departments with payroll & employee eligibility
- Assist coworkers with quality check of their work and collaboration of projects