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Recordkeeping Processor

Definiti LLC

in Remote

Logo for Definiti LLC

Definiti is a national retirement services firm with hundreds of retirement plan experts across the country, including in-house actuarial consultants, ERISA attorneys, document specialists and retirement plan consultants. From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing and recordkeeping, Definiti helps organizations deliver smart retirement solutions to their employees.

The Recordkeeping (RK) Processor is responsible for data entry, enrollment kit creation, payroll processing and payroll funding, and cash reconciliation for their assigned book of plans for the Definiti Bundled and UnBundled Recordkeeping Plans.

General Responsibilities:

  • Assigned a book of plans in coordination with the SR RK Specialist or RK Specialist
  • Provide backup to other RK Processors as assigned by the RK Processing Team Manager
  • Process manual enrollment forms for assigned book of plans
  • Perform daily processing of payrolls and payroll funding for assigned book of plans
  • Reconcile incoming funds and assist with cash reconciliation for assigned book of plans
  • Prepare enrollment kits as requested by the client
  • Assist with the production of all quarterly plan and participant statements
  • Update and maintain contact information in affected systems
  • Troubleshoot and respond to payroll incidents when assigned
  • Gather payroll data upon requests from Team Members and Retirement Plan Consultants (RPC)
  • Update internal systems as needed (i.e, SharePoint, Relius, CATTs, et al)

Requirements:

  • Associates degree required. Bachelor’s degree in business preferred.
  • ASPPA’s RPF-1 & RPF-2
  • Strong knowledge of retirement plan services and daily recordkeeping
  • Ability to communicate clearly and concisely
  • Proficiency with Microsoft Office applications including Word, Excel, and PowerPoint
  • Time management focus, with attention to deadlines and timelines
  • A track record of consistently meeting and/or exceeding performance expectations
  • Positive attitude and dedication to our client’s needs

How to Apply

Apply Now


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