Retirement Distribution Processor
Current- Meet and exceed client expectations through timely processing of requests for termination and in-service distributions, and loans.
- Collaborate with client service administration, and teammates, in order to resolve complex requests.
- Review participant submitted paperwork to comply with company standards, plan rules, and federal regulations.
- Effectively communicate with team members, and management, on items requiring assistance or escalation.
- Successfully navigated transition from full time office to full time work from home.