Retirement Operations Associate

Key Responsibilities: Review and process participant loan and distribution requests, ensuring compliance with plan provisions and regulations Verify participant eligibility for loans and distributions and calculate loan repayment schedules and tax withholdings accurately Respond to inquiries from plan sponsors and participants, providing timely and professional support regarding 401(k) plan operations

Required Qualifications: Strong mathematical, analytical, and/or accounting skills Proficiency in Microsoft Office, particularly Excel and Word Previous experience in retirement plan administration, particularly 401(k) plans, preferred but not required Ability to manage multiple priorities and meet deadlines independently Comfortable learning new technologies and adapting to evolving processes