A company is looking for a Sr Recordkeeper to provide service and administrative support to defined contribution plan clients.
Key Responsibilities
Respond to client requests regarding QDRO distributions and resolve administrative issues
Process transactions for plan valuation, including contributions, loans, and withdrawals
Reconcile trust accounting systems and produce client reports, including valuation and compliance forms
Required Qualifications
4-6 years of experience in record-keeping and employee benefits
Experience with Omni 5.5 & 7.4
Strong PC skills, including proficiency in spreadsheets and word processing
Knowledge of IRS and DOL code sections applicable to Defined Contribution plans
Bachelor’s degree or equivalent preferred