Distribution Analyst @ PCS Retirement | Jobright.ai
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PCS Retirement ยท 8 hours ago

Distribution Analyst

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ConsultingFinance

Insider Connection @PCS Retirement

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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

Qualification

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Legal document readingDistribution rules understandingMS Office experienceClient follow-through

Required

Ability to read legal plan documents
Understand the applicable distribution rules
Excellent writing skills related to responding to all inquiries
Follow through on all promises to clients, advisors, and recordkeepers (includes our service guarantees)
MS Office experience

Benefits

401(k) match
Medical
Dental
Vision
Life insurance
Short and long term disability
Paid-time off

Company

PCS Retirement

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Professional Capital Services is an independent provider of retirement plan solutions.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
LLR Partners
2024-03-04Acquired
2017-10-31Private Equity

Leadership Team

M
Michael Coluzzi
President and Chief Financial Officer
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Company data provided by crunchbase
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