Pension Distributions & Loans Specialist

Dunbar, Bender & Zapf, Inc.; Pittsburgh (Allegheny County); Presencial; USD 55 000 - 75 000; Tempo integral

Resumo da oferta

Dunbar, Bender & Zapf, Inc. seeks a Pension Services professional to process plan distributions and participant loans in compliance with regulations and company policies. You will work with managers, participants, and external entities to ensure high-quality results.

The role requires data analytics, pension plan knowledge, and strong communication skills to explain tax implications and restrictions. Collaboration and continual learning are essential to success.

Qualificações

• Associate degree in business or related field and minimum 1 year experience with qualified pension and benefits plans.
• Ability to analyze and interpret pension plan documents to process loans and distributions per regulations.
• Ability to gather/analyze data, perform calculations, solve problems, and follow complex instructions.
• Basic knowledge of taxation rules that impact pension withdrawals.
• Maintain and protect confidential information.
• Advanced reading/writing to understand legal documents.
• Clear verbal/written communication with staff, clients, and advisors.
• Ability to meet deadlines while handling multiple projects.
• Proficiency with spreadsheets/word processing and internet literacy.

Responsabilidades

• Responds to withdrawal requests and processes forms within quality/turnaround expectations.
• Determines eligibility for distributions or loans per regulations and plan provisions.
• Communicates taxation and restrictions of distributions/loans to participants.
• Coordinates with investment platforms to expedite liquidation/asset transfers.
• Protects confidential participant information in all transmissions.
• Stays updated on legislation and industry trends affecting retirement plans.

Conhecimentos

Data analytics

Pension knowledge

Taxation basics

Confidentiality

Communication

Teamwork

Time management

Spreadsheet/Word

Learning systems

ASPPA track

Formação académica

Associate degree in business or related field

Ferramentas

Microsoft Excel

Pension administration software

Word processing

Descrição da oferta de emprego

Dunbar, Bender & Zapf, Inc. seeks a Pension Services professional to process plan distributions and participant loans in compliance with regulations and company policies. You will work with managers, participants, and external entities to ensure high-quality results.

The role requires data analytics, pension plan knowledge, and strong communication skills to explain tax implications and restrictions. Collaboration and continual learning are essential to success.