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