Senior Retirement Recordkeeper
Company: VirtualVocations
Location: Vista
Posted on: October 25, 2024
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Job Description:
A company is looking for a Sr Recordkeeper-Retirement to provide
service and administrative support to defined contribution plan
clients.
Key Responsibilities
Respond to client requests and resolve administrative or service
problems
Process transactions for plan valuation and perform required tests
for defined contribution plans
Produce client reports and participate in client meetings to
discuss plan design and other services
Required Qualifications
4-6 years of experience in record-keeping and employee benefits
Experience with Omni 5.5 & 7.4
Strong PC skills, including spreadsheets and word processing
Knowledge of IRS and DOL code sections applicable to Defined
Contribution plans
Bachelor's degree or equivalent preferred
Keywords: VirtualVocations, Florence-Graham , Senior Retirement Recordkeeper, Other , Vista, California
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