Transition Services Specialist

Position: Transition Services Specialist - 401K
## Transition Services Specialist - 401K Apply:
Stevens Point, WI:
Full time:
Posted Today:
JR-142854

Our 401K team is looking for a Transition Service Specialist to help aide the cancellation or discontinuance of plans.

This individual will coordinate the cancellation or discontinuance to a new provider of plans following established procedures and contractual provisions while maintaining compliance with applicable IRS and/or DOL regulations.  
** What You'll Do
*** Process the cancellation of plans for contracts, including investment-only contracts.
* Communicate with employers throughout the plan termination process
* Ensure that contract and service agreement requirements are met and that assets are distributed in a timely manner as elected by the contract-holder, plan participants, and the contract
* Makes the system needed changes to ensure that sales credits, contract counts, and service commitments are properly completed or closed out Additionally, you will:
* Work closely with Client Services Team
* Check for complex processes such as 5500 fund preparation, plan year end reviews, compliance testing for plan and contract cancelation
* Performs quality audits and accurately repots findings to appropriate individuals
* Performs other job-related duties as assigned from time to time  
** What it Takes*
* · High school diploma or a minimum of
** 1 year
** of related work experience·         
** Previous experience
** in 401K plan administration is strongly preferred
· Effective communication, human relations, and organizational skills
· Demonstrated understanding of 401K/retirement plan administration including the knowledge of related IRS/DOL regulations
· Professional development courses through CEBS, ASPPA, or other resources are beneficial  
** Here is what you can look forward to as part of our team:
** At Sentry, your total rewards go beyond competitive compensation. We’re committed to supporting the whole you, which is why we offer a comprehensive package designed to help you thrive both professionally and personally.
* ** Hybrid Flexibility:
** Enjoy the best of both worlds. With optional work from home on Mondays and Fridays and join your team in the office Tuesday through Thursday to collaborate and learn. We provide the technology and tools you need for both your office and home workspace from day one.
* ** Dining on Us:
** Depending on your location, we may provide a stipend that can be used at our on-site cafeteria or a meal allowance to keep you fueled.
* ** Continuous Learning:
** Unlock your potential through Sentry University and take advantage of our tuition reimbursement program.
* ** Comprehensive Benefits:
** We support your whole self with group medical, dental, and vision insurance along with parental leave, pet insurance, caregiver leave, and wellness resources. Options for HSA, FSA, and Dependent Care FSA are available.
* ** Work-Life Balance:
** Enjoy your generous Paid Time Off allowance to rest and take advantage of paid Volunteer Time Off to support your community.
* ** Investing in Your Future:
** We’re committed to your long-term financial well-being. We offer a 100% company match on the first 8% you contribute to your 401(k) each pay period, and those funds vest immediately.
* ** Giving Back:
** Through the Sentry Foundation, we’re proud to support the United Way and make a difference in our communities.  
** Why Join Sentry?
** At Sentry, we believe our people are the heart of our success. We’re proud to be recognized for the culture we’ve built, earning spots on Forbes’ lists for
* America’s Best Midsize Employers
* and
* Best Employers for New Grads*, as well as Newsweek’s
* America’s Greatest Workplaces for Women
* and
* Diversity*. These honors reflect our commitment to your…