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Retirement Plan Distributions Associate

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July Business Services is a national retirement plan services firm headquartered in Waco, Texas with locations in Dallas, Austin, Chicago, and St. Cloud, Minnesota. We provide high quality retirement plan administration services, offer an open recordkeeping platform, and provide integrated payroll services to investment advisors, employers, and employees across the U.S. We are currently seeking candidates for the position of Distributions Associate. General Description The primary responsibility of the Distributions Associate is to process and review plan participants distributions and loans to ensure they are in compliance with IRS regulations and plan document provisions. Assist with incoming and outgoing...read more

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Company
July Business Services (formerly Texas Pension Consultants)
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