Distributions Analyst
A company is looking for a Distributions Analyst. Key Responsibilities Review distributions for permissibility as per the plan document Verify participant vesting calculations Respond to all incoming communications within two hours during the workday without exception Required Qualifications Ability to read legal plan documents Understand the applicable distribution rules Follow through on all promises to clients, advisors, and recordkeepers MS Office experience
A company is looking for a Distributions Analyst.
Key Responsibilities
Review distributions for permissibility as per the plan document
Verify participant vesting calculations
Respond to all incoming communications within two hours during the workday without exception
Required Qualifications
Ability to read legal plan documents
Understand the applicable distribution rules
Follow through on all promises to clients, advisors, and recordkeepers
MS Office experience
