Process Specialist - DC
Core
Process payouts (Benefit Event Distributions, RMDs, Withdrawals) for US Defined Contribution 401(k) plans, ensuring regulatory compliance and customer service.
Role type
Process Specialist (Back-office Operations)
Builds
Payout transactions and tax reporting (1099R) for retirement plans
Domain
US Retirement / Pensions
Deliverable
client delivery
Required skills
US Retirement/Pensions domain knowledge, Payouts processing, regulatory compliance, MS Office, analytical capabilities
Preferred skills
Finance degree, 1099R tax reporting experience, Total Retirement Suite concepts