Medical Imaging Patient Administration Assistant providing administrative support in Barwon Medical Imaging. Scheduling appointments, meeting and greeting patients, ensuring accurate billing and data entry process.
MI
Hybrid Retirement Plan Administration Associate
Posted last month
About the role
- Retirement Plan Administration Associate responsible for daily administration and customer service for retirement plans. Collaborating with account managers and ensuring compliance for McGregor & Associates.
Responsibilities
- Responsible for the daily administration of retirement plans with a focus on assisting participants with benefit inquiries.
- Work closely with the retirement plan account managers, retirement plan 3(16) Administrator.
- Routine correspondence (Customer Service) with retirement plan participants including emails, phone calls, etc.
- Preparing and sending necessary distribution forms to participants/clients (terminations/hardships/loans) on a timely basis.
- Processing distributions upon receipt of completed forms on a timely basis.
- Maintaining an accurate database to track status of distribution requests.
- Preparing and processing Required Minimum Distributions (RMDs) by the applicable deadline date each year.
- Updating participant records such as vesting at recordkeepers.
- Requesting and collecting census data from clients on the applicable quarterly, semi-annual, annual basis.
- Following up with clients on missing census information.
- Entering census data and verifying accuracy.
- Checking and verifying receipt of applicable Trust Statements on a monthly basis.
- Preparing and sending required Notices such as Safe Harbor Notices, QDIA, Auto-Enrollment, Supplemental PPA Statements and others by the applicable deadline date.
- Preparing and sending required 1099-Rs by applicable deadline date.
- Any other assigned tasks given by a Supervisor.
Requirements
- Education – Bachelors Degree or equivalent experience preferred
- Experience with Retirement Plan Administration is a plus
- Customer Service
- Strong Word, Excel, and Outlook skills
- Strong mathematical aptitude
- Attention to detail
- Strong time management skills
- Ability to multi-task
- Excellent problem solving and analytical skills
- Relationship builder
- Effective communication skills
Benefits
- Employer funded health insurance benefits
- Group sponsored dental insurance
- Employer paid vision insurance for employee, spouse & dependents
- Employer paid life, short-term disability and long term disability insurance
- Employer funded Health Savings Account (HSA)
- Employer funded Health Reimbursement Arrangement (HRA)
- Flexible spending account benefits
- Up to 5 weeks vacation leave
- Paid sick leave
- Holiday pay
- 401(k) retirement plan benefits including matching employer contributions
- Performance bonuses
- Flex schedules
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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