Empleos de solvo global s.a.s

Position Title: Plan Transfers Specialist

English required: 9.0 to 10.0

Shift days, hours, and time zone: Monday – Friday with flexible working hours between 7:30a – 6:30p EST

Salary 4.000.000 colombian pesos

Job description:

The Plan Transfers Specialist provides administrative support to Clients as they transfer 401(k) plan service from a previous third-party administrator (TPA) to a new 401(k) provider. Primarily handling assigned caseloads for the distribution process for legal merger documents, due diligence review of prior plan documents, gathering and reviewing data on plan specifications, and notifying internal departments of plan mergers
Responsibilities:

• Email legal merger documents to Clients, including a Board Resolution to merge plans, Merger Agreement, Letter of Instructions to Vendors, and plan enrollment forms. • Support the distribution of Department of Labor obligated 30-day Blackout Notices for all 401(k) participants transferring into Company administration. • Provide notice to the Professional Employer Organization (PEO) regarding the receipt of a transfer request from the Client. • Code plans in Relius with blackout information and notify affected internal departments via email. • Handle assigned transfer-in and/or transfer-out caseload via SIMIS and Salesforce updating and notating, as needed. • Respond to calls/emails in English received from the new or prior TPA provider for matters pertaining to plan administration within Service Level Agreement timeline (SLAs). • Communicate in English via email or phone with clients (internal and external) regarding the transfer-in and transfer-out process. • Coordinatereceivingf a Client’s prior 401(k) plan documents via email or fax from the Client’s prior third-party administrator (TPA). • Perform due diligence review of the prior Adoption Agreement, Summary Plan Description, Basic Plan Document, and Compliance Testing results to ensure IRS compliance standards are met. • Gather data on names, source types, and fund amounts for a final accounting file received by the Client’s new TPA provider

Skills and qualifications - Hard and soft skills: • Strong communication skills in English, in both written and verbal form required. • Demonstrated knowledge of Microsoft Office (Word, Excel, and Outlook). • Extremely detail-oriented and self-organized. • Diligent follow-thru on core processes, able to meet established deadlines. • Ability to efficiently organize and prioritize tasks in a fast-paced environment. • Ability to learn and perform tasks with minimal supervision.

Job Type: Full-time

Language:

• English (Required)