Job Description
Seeking a new job opportunity? Dont miss this role! Dahl Consulting is currently partnering with a leader in the Information Technology & Services industry. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring an Retirement Plan Administration Specialist for a contract-to-hire position! Interested? Get more details below.
- Worksite Location: Maple Grove, MN
Retirement Plan Administration Specialist Job Summary As the Retirement Plan Administration Specialist, you will be the first point of contact for transactional-based services for an assigned list of clients. You must possess excellent customer service, the ability to complete workload in a timely manner, maintain a sense of urgency, and be committed to professional development.
What youll do as a Retirement Plan Administration Specialist: - Respond to questions from clients and referral sources in a timely manner
- Accurately interpret plan documents to determine eligibility for participant transactions (loans, distributions, etc.)
- Intake, review, process, and complete transactions in a timely manner
- Enter distribution information on required tracking lists and software (e.g. 1099-R, internal checklists, etc.)
- Calculate, prepare paperwork for, and process Required Minimum Distributions
- Coordinate with other service providers (e.g. financial advisor, investment company, CPA, payroll, actuary, etc.)
- Continually develop and increase knowledge of retirement plan rules and regulations (attend webcasts, department meetings, pursue credentials, continuing education, etc.)
- Review team members distributions for accuracy
- Send required notices and distribution packages
- Process mandatory distributions
- Set up automatic rollovers for eligible participants
What youll bring to the Retirement Plan Administration Specialist role: - Excellent customer service
- Ability to comprehend and explain complex information to others
- Aptitude in accounting and math
- Must be able to quickly address, research, and solve problems
- Capability of meeting deadlines and manage dynamic workloads
- Enthusiasm for learning and professional development
- Excellent organizational skills
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once weve reviewed your application details, a recruiter will reach out to you with the next steps! For questions or more information about this role, please call our office at (651) 772-9225.
As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
Job Tags
Contract work, Local area,