Retirement Plan Service Specialist
Retirement Alliance, Inc - Manchester, NH
Retirement Alliance, Inc. is a third party administration firm in Manchester, NH that specializes in the plan design and administration of 401(k), profit sharing and other defined contribution retirement plans. We currently have a Retirement Plan Service Specialist position available. This person would act as the day-to-day contact between Retirement Alliance and the Plan Sponsors of their assigned case load.

Essential Duties and Responsibilities: Provide clear and concise communication and support to Plan Sponsors and meet or exceed their service expectations. Prepare and review quarterly Plan Level and Participant statements. Assist in the verification and approval of all distributions and loans prior to being processed. Proactively discuss and/or respond to inquiries on the status of plan activity.

(NDT testing, RMDs, Payroll processing, etc.) Work with supporting departments (Finance, Compliance, Processing) to resolve issues or gather data as required. Manage assigned client relationships proactively building long-term relationships and ensuring retention. Preferred Experience Bachelor - 3 years ago - save job - block
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