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Retirement Plan Operations Specialist at Smart IMS Inc. | JobVerse
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Retirement Plan Operations Specialist
Smart IMS Inc.
Remote
Website
LinkedIn
Retirement Plan Operations Specialist
United States
Full Time
2 hours ago
No H1B
Apply Now
About this role
Role Overview
Review, research, and process routine retirement plan transactions
Process enrollments, contributions, distributions, and corrections accurately
Monitor and manage incoming work queues to ensure timely completion
Maintain strict confidentiality of participant and plan sponsor data
Provide routine technical retirement plan information to internal and external stakeholders
Escalate issues to senior team members or management as appropriate
Support departmental and enterprise initiatives and contribute to continuous process improvement
Ensure compliance with all state and federal regulations and company policies
Requirements
Minimum 2–3 years of recent retirement services experience
Direct experience with employer-funded plans such as 401(k), 403(b), and 457 plans
Strong background in processing transactions including enrollments, contributions, distributions, and money movement (in/out)
Experience handling corrections and complex transaction processing
Prior experience with major retirement service providers such as Voya, AIG, Empower, TIAA-CREF, or Fidelity
Annuities experience is a plus
Experience with Excel (including spreadsheets and macros) and systems such as SSNC/Smartdesk Track
Benefits
Health insurance
Retirement plans
Apply Now
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