Senior Retirement Coordinator

Job Summary

A company is looking for a Senior Coordinator (Retirement) (Remote).

Key Responsibilities

• Coordinate and process participant transactions including distributions, loans, rollovers, and contributions
• Review transaction requests for completeness, accuracy, and compliance with regulations
• Communicate with clients and custodians to resolve transaction discrepancies and maintain documentation

Required Qualifications

• Associate's or Bachelor's degree in Business, Finance, Accounting, or related field preferred
• 2+ years of experience in retirement plan administration or financial services
• Working knowledge of 401(k), 403(b), and other qualified retirement plans
• Familiarity with ERISA, IRS, and DOL regulations related to plan transactions