Retirement Plan Technical Support Specialist

2 days ago

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Transamerica

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Insurance • Investments • Retirement

5001 - 10000

Description

• Provide research and resolution on defined contribution plan and participant level inquiries • Serve as an expert on how in-force plan data is used • Make necessary updates in accordance with compliance rules/standards • Research and provide resolution on plan and participant level services • Perform live table updates, inserts, and deletions using DB2 SQL • Research issues concerning application and process problems • Identify the “root” cause of the issue and follow through to resolution • Escalate to higher level staff as needed • Audit, analyze and reconcile data quality reviews concerning participant records • Ensure compliance within the plan’s ongoing administrative operation • Review and analyze retirement plan documents, with system set-up/functionality

Requirements

• Bachelor’s degree in a business field or equivalent experience • Strong analytical and problem-solving skills. • Organizational skills and attention to detail • Technical aptitude • Good written and oral communication skills • Proficiency using MS Office • Pension/retirement administration experience (preferred) • AQT knowledge (preferred) • Advanced skills in MS Excel (preferred)

Benefits

• Competitive Pay • Bonus for Eligible Employees • Benefits Package • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Health and Work/Life Balance Benefits • Paid Time Off starting at 160 hours annually for employees in their first year of service. • Ten (10) paid holidays per year • Be Well Company holistic wellness program • Parental Leave – fifteen (15) days of paid parental leave • Adoption Assistance • Employee Assistance Program • College Coach Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs