Process Specialist - DC
Core
Process payouts (Benefit Event Distributions, RMDs, Withdrawals) for US 401(k) retirement plans while ensuring regulatory compliance and customer service.
Role type
Back-office process specialist (retirement services)
Builds
Payout transactions and tax reporting (1099R) for Defined Contribution plans
Domain
US Retirement / Pensions / Defined Contribution
Deliverable
client delivery
Required skills
Payout processing, regulatory compliance, data validation, problem-solving, MS Office, analytical capabilities
Preferred skills
401(k) domain expertise, 1099R tax reporting experience, pension document knowledge
Technologies
MS Office
Responsibilities
Process and prioritize daily work to meet customer service goals; Handle complex payouts and communicate with customers regarding data and special requests; Validate plan and contract records accuracy; Ensure compliance with information security and regulatory requirements; Report customer concerns to Client Service Associate/Consultant
Seniority
Mid-level, hands-on IC
