Retirement Operations Associate
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Job Description
Retirement operations associate processing 401(k) loans, distributions, and reconciliations. Supporting small-business plan sponsors and participants through Jocelyn Pension Consulting.
Responsibilities:
- Review and process participant loan and distribution requests, including hardship withdrawals, rollovers, terminations, and required minimum distributions (RMDs), in accordance with plan provisions and applicable regulations
- Verify participant eligibility for loans and distributions based on plan documents and participant status
- Ensure accurate calculation of loan repayment schedules and applicable tax withholdings
- Prepare daily cash reconciliations and resolve discrepancies
- Respond to plan sponsor and participant inquiries regarding loans, distributions, and general 401(k) operations
- Monitor incoming emails and phone calls, providing timely and professional support
- Communicate plan rules, procedures, documentation requirements, and processing timelines
- Identify opportunities to improve operational workflows, efficiency, and service delivery
- Research and resolve participant and plan-related issues while maintaining accuracy and customer service
- Collaborate with internal teams to ensure smooth daily operations and a positive client experience
- Perform other duties as assigned
Requirements:
- Excellent verbal and written communication skills, with strong organizational abilities and attention to detail
- Strong mathematical, analytical, and/or accounting skills
- Proficiency in Microsoft Office, particularly Excel and Word
- Ability to manage multiple priorities, meet deadlines, and work independently
- Strong initiative, integrity, and a proactive, solutions-oriented approach
- Comfortable learning new technologies and adapting to evolving processes
- Ability to communicate professionally with plan sponsors, participants, and other stakeholders
- Experience working with busy professionals and managing time-sensitive requests
- Previous experience in retirement plan administration, particularly 401(k) plans, preferred but not required
- Experience with Sungard Relius and/or Schwab RT preferred
- Spanish-language proficiency is a plus but not required
Benefits:
- Hybrid and remote options available for many roles
- Competitive paid time off, including flexible & unlimited options
- Inclusive environment valuing diversity, collaboration, and respect
- Support for ongoing learning and career development
- Health, dental, vision, life, and disability coverage
- Incentive bonus programs
- Flexible hours
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