Hybrid Retirement Plan Operations Specialist

TEKsystems; United States; Hybrid; USD 26,000 - 37,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Disability insurance

Transit benefits

Job summary

TEKsystems is seeking a contract-to-hire professional to support the Retirement Plan Services department. The role involves processing forms, handling rollovers and transfers, and responding to client inquiries. Training is on-site for 8 weeks, followed by a hybrid schedule (3 days in office, 2 days WFH).

Local candidates in Southfield MI, Memphis TN, or St. Petersburg FL preferred. Primary duties include resolving issues in compliance with IRS rules, coordinating with internal teams, and

Qualifications

• 8 weeks of on-site training with a hybrid schedule (3 days in office, 2 days WFH) after training.
• Candidates local to Southfield, MI; Memphis, TN; or St. Petersburg, FL.

Responsibilities

• Answers and responds to email inquiries regarding issues; processes forms and basic transactions such as rollovers and internal transfers.
• Accurately diagnoses issues and provides client-driven solutions that also meet IRS regulatory requirements.
• Interprets retirement plan rules and regulations by applying retirement plan knowledge.
• Conducts audits of account activity to ensure transactions meet regulatory compliance.
• Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution.
• Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training.
• Communicates, researches and resolves issues with other internal departments.
• Reviews daily reports of individual productivity to evaluate personal performance.
• Work Schedule: 8:30 AM- 5:00 PM local time.

Skills

project coordination

email

Job description

TEKsystems is seeking a contract-to-hire professional to support the Retirement Plan Services department. The role involves processing forms, handling rollovers and transfers, and responding to client inquiries. Training is on-site for 8 weeks, followed by a hybrid schedule (3 days in office, 2 days WFH).

Local candidates in Southfield MI, Memphis TN, or St. Petersburg FL preferred. Primary duties include resolving issues in compliance with IRS rules, coordinating with internal teams, and