Administration

• Responsible for the daily administration of retirement plans with a focus on assisting participants with benefit inquiries.
• Work closely with the retirement plan account managers, retirement plan 3(16) Administrator.
• Routine correspondence (Customer Service) with retirement plan participants including emails, phone calls, etc.
• Preparing and sending necessary distribution forms to participants/clients (terminations/hardships/loans) on a timely basis.
• Processing distributions upon receipt of completed forms on a timely basis.
• Maintaining an accurate database to track status of distribution requests.
• Preparing and processing Required Minimum Distributions (RMDs) by the applicable deadline date each year.
• Updating participant records such as vesting at recordkeepers.
• Requesting and collecting census data from clients on the applicable quarterly, semi-annual, annual basis.
• Following up with clients on missing census information.
• Entering census data and verifying accuracy.
• Checking and verifying receipt of applicable Trust Statements on a monthly basis.
• Preparing and sending required Notices such as Safe Harbor Notices, QDIA, Auto-Enrollment, Supplemental PPA Statements and others by the applicable deadline date.
• Preparing and sending required 1099-Rs by applicable deadline date.
• Any other assigned tasks given by a Supervisor.

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