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Job# 37742 BH# 396151
Contact# 6200679

Contribution Analyst

Summary:The main function of the Defined Contribution Analyst is to be responsible for quality checking plan and participant contributions, enrollments and investment directives, participant requested distributions, workflow tickets and loans. Process and quality check excess contributions and required minimum distributions for testing failures in coordination with the compliance team.Job Responsibilities:Ensure quality assurance across all the processes in the group. Train and mentor Defined Contribution Assistant I’s and/or interns. Receive cross training for other functional team responsibilities to provide assistance during peak work periods. Act as a resource for Account Managers and the Contact Center for processing.Quality review transactions processed by assistants and other team members. This includes ensuring transactions are being processed according to plan and participant instruction, plan provisions and in accordance with IRS/DOL guidelines. Research nightly errors due to processing and determine any client impact and appropriate corrective action to be taken. Partner with other functional teams on any customer action or notifications. May be asked to assist the other team members in any work on the custodial accounts including error resolution, approvals, rejected transactions, or installment processing. Track and maintain a log of processing errors, assign workflow tickets and tasks, assuring an even distribution among team members. Represent the team during process improvement and IT projects.Use critical thinking skills to interpret and apply plan provisions against participant and plan level requests to assure accuracy of participant and plan level processing in accordance with IRS/DOL guidelines. Assure incoming cash and enrollments are processed in an accurate and timely manner in accordance with audit controls.Review recommend and/or implement process improvements to assure compliance with audit controls or changes that have positive customer impact or reduces company risk/liability. Skills/Qualifications:A solid and thoughtful approach that clearly defines problems and analyzes information using a rational and systematic approach. Open minded and cooperative. Works in partnership with others to accomplish goals while considering new ideas, exploring possibilities and openly addressing conflict when needed. Confidently and competently conveys and presents information that is straightforward, uncomplicated and clear. Devoted to understanding and anticipating customers’ needs. Listens to understand, shows loyalty, commitment and caring to provide high quality products and services that exceed their expectations. Professional certification required: ASPPA Retirement Plans Fundamentals 1 & 2, completed or in progress.Education/Experience:Associate’s degree in business, finance, math or accounting preferred; or the equivalent combination of education and/or relevant experience. Experience working with retirement plans. 8-10 Years' Experience Comments for Suppliers: Compliance testing and 5500 preparation required. QKA preferred. Person can be remote from any location