Distribution Analyst

December 27, 2024

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PCS Retirement

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Daily valuation recordkeeping of open architecture 401(k) • Fiduciary Protection • Recordkeeping • 401(k) • 403(b)

201 - 500 employees

💸 Finance

🤝 B2B

Description

• Over the last 20 years we have developed a culture focused on the client and investment advisor experience. • Our culture emphasizes helping everyone around us perform at the highest level and requires all work to be completed at an A+ level, without exception. • Review distributions for permissibility as per the plan document • Verify participant vesting calculations • Respond to all incoming communications within two hours during the workday without exception.

Requirements

• Ability to read legal plan documents • Understand the applicable distribution rules • Excellent writing skills related to responding to all inquiries • Follow through on all promises to clients, advisors, and recordkeepers (includes our service guarantees) • MS Office experience

Benefits

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off