Section 1: Position Summary The Distribution Coordinator position will support the Loans and Distributions team to provide timely and accurate processing of distributions/loans. The role also requires understanding operational workflows as it relates to both the individual role and Operations as a whole. Section 2: Job Functions, Essential Duties and Responsibilities Disbursements: Support timely and accurate processing of disbursements Research and resolve outstanding issues as it pertains to distributions processing Basic understanding of 1099R record process by researching and resolving …
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Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. JOB SUMMARY: Assists Client Service Managers in providing best of class service to our clients. Selects vested benefits, reconciles trust assets including participant loans and contributions, assists Plan Sponsors with standard …
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Job Summary: Perform duties to ensure all retirement transactions are processed timely and accurately, working within the limits of standard practice. . Essential Functions: Reasonable accommodations may be made to enable …