A challenging but rewarding experience
Retirement Plan Specialist (Current Employee) – Tustin, CA – September 17, 2013
A typical day at Schools First Federal Credit Union is to provide technical support to over 30 local branches with members who have IRA accounts and retirement plans sponsored through their employers, who are primarily public, charter, private schools and community colleges.
I learned a great deal of information about plan specifics, such as; eligible distributions, loans, hardship distributions, and state sponsored pension plans; CALSTRS, CALPERS, PERS AND PARS.
The hardest part of the job was to remember so much detailed information about various retirement plans.
The most enjoyable part of the job was to help individuals to better understand their retirement plans and how to use them effectively.
Great benfits and support staff.