Job Description
Job Functions
, Essential Duties and ResponsibilitiesAbility to successfully complete and support the work outlined for the Trust Associate 1 and 2 roles
Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials
Supports the Plan Consultants in resolving operational and compliance trust issues related to qualified plans
Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet trust deadlines
Prepares trust accounting reports for Clients
Supports and completes assigned quality assurance reviews
Review non qualifying assets
Able to assist consultants with follow up letters on missing trust information and/or addressing and resolving trust issues.
Ability to successfully integrate information from alliance partners into pension software<...
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