- Pasig, Metro Manila, Philippines
- On-site
- Full-time · Associate
- 3+ years
Process participant loan and distribution requests in accordance with plan documents, IRS regulations, and ERISA requirements for US retirement plans.
Responsibilities
- Process participant loan requests in accordance with plan documents, IRS regulations, ERISA requirements, and internal policies.
- Calculate eligible loan amounts against plan and IRS limits, prepare repayment schedules, and verify outstanding loan balances.
- Process participant distribution requests, including termination, in-service, hardship, rollover, and required minimum distributions.
- Calculate vested balances, taxable portions, and applicable federal and state withholding.
- Review requests for completeness, eligibility, accuracy, and compliance before submission and approval.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
- Nice to have: PensionPro
- Nice to have: FT Williams
- Nice to have: John Hancock
- Nice to have: Empower