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Distribution Specialist
Sikich
Naperville, IL, United States
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Description
We are currently seeking an experienced Distribution Specialist – Retirement Plans for our Employee Benefits Consulting team to be based out of our growing office located in Brookfield, WI.
Responsibilities:
• Review and process distributions for terminated employees in an accurate and timely manner
• Review and process hardship withdrawals, in-service, corrective and required minimum distributions in an accurate and timely manner
• Review and process loan requests in an accurate and timely manner
• Communicate via phone and email with company and participants regarding distributions
• Familiarity with IRS/DOL distribution regulations
• Familiarity with various investment platform websites
• Familiarity with multiple investment platform distribution forms
Qualifications and Requirements:
• 3+ years of distribution processing with a third party administrator
• Strong verbal and written skills
• Familiarity with multiple investment platforms and how they interface with third party administrator
• Analytical thinking with the ability to balance multiple priorities
• Attention to detail in a high volume environment
• Familiarity with Word and Excel
• Familiarity with Sungard Relius pension administration software, a plus
Preferred Qualifications
• Bachelor’s or administrative degree desirable
• Experience working with multiple investment platforms such as John Hancock, American Funds, Transamerica, Empower, etc.
• Ability to work independently in a large office setting
Working for Sikich:
Working at Sikich, you’ll become part of a highly motivated and competent team that values individual effort and growth while encouraging balance between your personal and work life. We recognize that our people are our most valuable asset—our employees drive our success.
Sikich is honored to have been named a Top Workplace by the Chicago Tribune and recognized nationally as a Best and Brightest Company to Work For. If you're looking to take your career to the next level, learn more about Sikich — and the possibilities for you. Visit us as sikich.com/careers
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