TEKsystems · 1 day ago
Retirement Plan Services Associate - Finance EXP Required
TEKsystems is a leading provider of business and technology services, and they are seeking a Retirement Plan Services Associate to support their Retirement Plan Services department. The role involves processing forms and performing basic transactions related to retirement plans, ensuring compliance with IRS regulations and providing client-driven solutions.
Information Technology
Responsibilities
Answers and responds to email inquiries regarding issues
Processes forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates
Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements
Interprets rules and regulations by applying retirement plan knowledge
Conducts audits of account activity to ensure transactions meet regulatory compliance
Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training
Communicates, researches and resolves issues with other internal departments
Reviews daily reports of individual productivity to evaluate personal performance
Qualification
Required
Candidates local to Southfield, Michigan, Memphis, Tennessee or St. Petersburg, FL only
Entry Level experience
Ability to process forms and perform basic transactions, such as handling roll overs, internal transfers, and death certificates
Ability to accurately diagnose issues and provide client driven solutions that meet IRS regulatory requirements
Ability to interpret rules and regulations by applying retirement plan knowledge
Ability to conduct audits of account activity to ensure transactions meet regulatory compliance
Ability to review client requests for corrections and provide guidance to branch personnel on resolution
Ability to maintain knowledge of retirement plan rules and regulations through continuous training
Ability to communicate, research and resolve issues with other internal departments
Ability to review daily reports of individual productivity to evaluate personal performance
Benefits
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Company
TEKsystems
At TEKsystems, they understand people. Every year they deploy over 80,000 IT professionals at 6,000 client sites across North America,
H1B Sponsorship
TEKsystems has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (46)
2024 (52)
2023 (33)
2022 (22)
2021 (36)
2020 (53)
Funding
Current Stage
Late StageRecent News
2025-11-19
2025-10-29
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