Job Description

Seeking a new job opportunity? Don’t miss this role! Dahl Consulting is currently partnering with a leading retirement plan administrator. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Retirement Plan Payment Specialist for a contract-to-hire position! Interested? Get more details below.

• Compensation: $20.00-22.00 per hour
• Worksite Location: Maple Grove, MN

What you’ll do as a Retirement Plan Payment Specialist:

• Respond to questions from clients and referral sources in a timely manner
• Accurately interpret plan documents to determine eligibility for participant transactions (loans, distributions, etc.)
• Intake, review, process, and complete transactions in a timely manner
• Enter distribution information on required tracking lists and software (e.g. 1099-R, internal checklists, etc.)
• Calculate, prepare paperwork for, and process Required Minimum Distributions
• Coordinate with other service providers (e.g. financial advisor, investment company, CPA, payroll, actuary, etc.)
• Continually develop and increase knowledge of retirement plan rules and regulations (attend webcasts, department meetings, pursue credentials, continuing education, etc.)
• Review team member’s distributions for accuracy

What you’ll bring to the Retirement Plan Payment Specialist role:

• Excellent customer service
• Ability to comprehend and explain complex information to others
• Aptitude in accounting and math
• Must be able to quickly address, research, and solve problems
• Capability of meeting deadlines and manage dynamic workloads
• Enthusiasm for learning and professional development
• Excellent organizational skills

Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with the next steps! For questions or more information about this role, please call our office at (651) 772-9225.

As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family’s needs. For details, please review the DAHL Benefits Summary:

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Job Tags

Hourly pay, Contract work, Local area,

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