Plan Distribution Specialist

2 weeks ago


Philadelphia, Pennsylvania, United States Ascensus Full time
About the Job

We are looking for a detail-oriented Plan Distribution Specialist to join our team at Ascensus. As a key member of the Loans and Distributions team, you will be responsible for processing distributions/loans and providing exceptional customer service.

Job Functions
  1. Timely and accurate processing of assigned disbursements (loans, terminations, hardships, etc.).
  2. Reconciliation of 1099R records by researching and resolving discrepancies on payouts.
  3. Collaboration with trust companies, recordkeepers, and internal departments to ensure participant checks are mailed timely.
Qualifications
  • 1-3 years of experience in loans and distributions, retirement plans, or a related field.
  • Bachelor's degree in Business Administration, Management, Finance, or equivalent work experience.
  • Familiarity with MS-Office software applications, including Excel & Word.
Compensation

The estimated annual salary for this position is between $54,000 and $64,000, depending on location and experience.



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