Distribution Administrator in Amherst, NY


Actuarial Consulting Services, Inc (ACSI) Posted: 2022-01-04

Amherst, NY 14228

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Actuarial Consulting Services, Inc., commonly known as ACSI, is a third party service provider for defined contribution (including 401k and 403b) retirement plans and defined benefit pension plans. ACSI's retirement plan services include recordkeeping and plan administration (“TPA services”), actuarial valuations and studies, and consulting.

We are seeking a detail-oriented Distribution Administrator. This position is on site only (not remote).
Job Responsibilities:
• Prepare/Review distribution packages requested by terminated employees (online or paper);
• Prepare/Review hardship documentation and provide feedback to the participants or sponsors (online or paper);
• Prepare/Review loan packages and provide feedback to the participants or sponsors (online or paper);
• Prepare/Review/Follow up - plan force-outs for participant balances under threshold;
• Prepare/Review/Follow up - Required Minimum Distributions;
• Review and update vesting for participants as necessary;
• Annually update vesting on recordkeeper websites;
• Update account managers, management, and plan sponsors as necessary on requests and progress;
• Establish solid working relationship with all vendors and plan sponsors to ensure open and accurate communication;
• Work directly with participants and clients to help complete forms, answer questions, etc.;
• Perform other related duties as required.

Qualifications:
• Experience with plan administration and/or loan/distribution beneficial but not required;
• Basic accounting skills/knowledge desirable but not required;
• Ability to establish and re-evaluate priorities as needed;
• Must be detail oriented and have the ability to work independently and proceed with objectives;
• Excellent written and verbal communication skills;
• Genuine desire to help participants with their needs;
• Ability to establish priorities, work independently, and proceed with objectives;
• Ability to handle and resolve recurring problems;
• Superior organizational and coordination skills;
• Flexibility, adaptability and ability to multi-task.
Please apply with resume below

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