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Senior Retirement Recordkeeper

Company: VirtualVocations
Location: Vista
Posted on: October 25, 2024

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, Laguna Niguel , Senior Retirement Recordkeeper, Other , Vista, California

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