Staff Specialist
Current• Validate reports and prepare 1099R’s for over 50,000 Pension Participants• Prepare regulatory document submissions for the Social Security Administration, The Pension Benefits Guarantee Corporation (PBGC), Actuaries, PBI, and DOL, & Trust Accounting• Working knowledge of ERISA, DOL and IRS laws pertaining to retirement plans• Financial Balancing and Electronic and Physical Check files submission to multiple banks• Bank Reclaim and reporting• System development, design… Show more • Validate reports and prepare 1099R’s for over 50,000 Pension Participants• Prepare regulatory document submissions for the Social Security Administration, The Pension Benefits Guarantee Corporation (PBGC), Actuaries, PBI, and DOL, & Trust Accounting• Working knowledge of ERISA, DOL and IRS laws pertaining to retirement plans• Financial Balancing and Electronic and Physical Check files submission to multiple banks• Bank Reclaim and reporting• System development, design, testing, and training for new programs• System enhancements and product testing• Staff case referrals • Training and reference material creation• Prepare monthly, quarterly, and annual account reports• Coordinate Profile Security Updates Show less