Job Title

1. Defined Benefits Operations (E.g. - Benefits calculations, Benefits Review), Benefits Calculation for Retirement, Termination, Disability, Death, Divorce, Proficiency in MS Excel, and experience in performing manual calculations. ‎ 2. ERISA Compliance - US Retirement Plan Testing & Reporting experience. Form 5500 responses to auditor questions ‎ ‎ a) Preparing responses to external auditor questions on the data provided to them in the plan's year end trust statement and supplemental reports. 3. Money In and Loans ‎ ‎ a) Must have experience in handling money in & Loan related activities, i.e., Check processing, contribution, loan initiation, Loan repayments, Reamortization etc. 4. Disbursements: Distributions/Disbursements such as Hardship withdrawals, QDRO, RMD, In-service distributions, loans or experience in processing 401K contribution, loan repayments etc. ‎ ‎ Industry certifications (ASPPA RPF) will be added advantage Data Entry & Quantitative Decision Making Handling tasks and providing resolution within TAT Staying current with knowledge of products/ processes & services offered by the client