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Retirement Plan Distribution Specialist

Karel-Gordon & Associates

in Remote / Deerfield IL

Logo for Karel-Gordon & Associates

Karel-Gordon & Associates is looking for a new team member to join us as Retirement Plan Distribution Specialist.

We are a well-established actuarial, consulting and retirement plan administration firm located in Northbrook, IL. As we continue our steady growth, we are looking for the right people to join our team.

We have a collaborative, friendly work environment, offer a competitive salary, and provide a valuable benefits package. We offer all team members the ability to work from home.

We are looking for a new team member that has some of the following skills, experience and attributes. The person filling this role will be trained to perform all job functions that are required for this position.

What you’ll do:

  • Review requests for termination distributions, loans, qualified domestic relations orders (QDROs), in-service and hardship withdrawals
  • Read and interpret Plan Documents
  • Calculate vesting percentages
  • Calculate Required Minimum Distribution amounts
  • Calculate maximum allowable loan amounts and prepare loan documents
  • Prepare distribution election forms
  • Prepare IRS Forms 1099-R and 945
  • Communicate with Plan Sponsors, Recordkeepers, Financial Advisors, and CPAs

Desired skills and experience:

  • At least 2 years of experience working with qualified retirement plans (401(k) Plans, Profit Sharing Plans, Cash Balance and/or DB Plans)
  • At least 2 years of experience working in a role that involves a high volume of detailed transactions (loan processing, payroll processing, etc.)
  • Degree in Finance, Mathematics, or Accounting
  • Ability to ask pertinent/relevant questions to clarify and advance understanding on complex topics
  • Ability to prioritize workload to meet deadlines on various tasks and projects
  • Experience that demonstrates strong organizational, analytical and detail-oriented skills
  • Desire to learn and grow within a firm
  • Experience composing professional emails and communicating professionally and respectfully on the phone
  • Ability to work independently and collaboratively
  • Ability to handle duties with confidentiality and extreme professionalism
  • Proficiency in Excel, Adobe, Word and Outlook
  • Experience with PensionPal software and PenChecks helpful, but not required

How to Apply

Please email a cover letter, resume and references to Please include “Distribution Specialist” in the subject line of your email.

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