K Plan Administrator

Job Description

The 401(k) Plan Administrator is primarily responsible for processing loans or distribution requests and responding to client requests. This position will provide timely and accurate daily processing of distribution requests. This member must be able to manage and prioritize competing deadlines in addition to displaying good time management. Strong customer service and attention to detail with problem solving skills are a must.

• Review and approve termination, death, hardship or retirement distribution paperwork
• Review and confirm vesting
• Issue checks and calculate the proper tax reporting
• Monitoring daily system tasks within the Relius system
• Proactively communicate any data issues identified with clients and/or participants
• Respond to client requests, issues, and/or problems promptly, efficiently, and effectively
• Process loans, issue loan checks, and communicate loan amortization schedules to payroll
• Support other projects and assignments as needed

• Associate’s degree or 2 years experience in retirement industry.
• Typically requires a minimum of 1-3 years of related experience.

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open‑minded meritocracy. If you are smart and good at what you do, come as you are.

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Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above.