PCS Retirement ยท 6 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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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
Professional Capital Services is an independent provider of retirement plan solutions.
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
LLR Partners
2024-03-04Acquired
2017-10-31Private Equity
Recent News
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