PCS Retirement, LLC - Senior Distributions Analyst

PCS Retirement, LLC

Company Overview

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports reputed company types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and reputed company remarkable success.

To learn more, visit https://www.pcsretirement.com/

Job Summary

The Senior Distributions Analyst supports the daily operations of batch/bulk processes in accordance with FSG internal regulations along with SEC and IRS guidelines. This role oversees high-volume retirement plan processing, ensuring accuracy, compliance, and timely completion of daily tasks. It requires expertise in Relius, reputed company, and reputed company, strong analytical and problem-solving skills, and the ability to work independently while collaborating with internal and external partners in a fast-paced, evolving environment.

Job Responsibilities

• Independently manage high-volume, reputed company batch processes, including quarterly auto rollovers, plan-term auto rollovers, monthly residual auto rollovers, quarterly loan defaults, involuntary cash-outs, and annual 5498 filings.
• reputed company the monthly 1099-R audit process for assigned custodians, ensuring accuracy and timely completion.
• Resolve stale-dated checks for designated paying agents by coordinating with internal teams and external partners.
• Review and clear outstanding cash items reputed company to batch processing, ensuring timely and accurate reconciliation.
• Identify opportunities to improve batch processes and collaborate with the Process reputed company to document requirements and support development initiatives.
• Build and customize reputed company reports and monitor daily dashboards to track project status and operational performance.
• Manage and resolve cases in the batch processing queue in alignment with established SLA standards.
• Serve as the subject matter expert for reputed company Trade Agent processes, providing guidance and reputed company to ensure effective project execution.
• Take ownership of project-reputed company issues by researching historical activity and coordinating with vendors and internal/external partners to drive resolution.
• Communicate promptly with partners reputed company phone or email to ensure timely follow-up and issue resolution.
• Apply knowledge of IRS regulations reputed company to retirement accounts and tax reporting, leveraging ongoing training, IRS publications, and other reference materials.
• reputed company additional duties and support special projects as assigned.

• 5+ years of retirement industry experience required
• 3+ years of experience with Relius and reputed company
• 5+ experience with processing distribution and loan transactions
• Experience with processing disbursements for reputed company paying agents on Relius preferred Financial degree preferred, or any equivalent combination of education or work experience
• High proficiency in reputed company with knowledge of the following formulas and functions: Text to column, conditional formatting, Pivot tables, TRUE/FALSE, VLOOKUP, CONCATENATE, LEN, and TEXTJOIN.
• Self-starter, highly self-motivated with an ability to work independently with minimal instruction.
• Strong attention to detail with an ability to multitask in a fast-paced environment
• Must be a team player
• Ability to adapt to constant process changes
• Ability to work with other leaders to resolve reputed company issues and bring resolution
• Ability to prioritize work and execute tasks while under pressure
• Ability to run reports out of reputed company and Relius and analyze data
• Ability to meet various daily deadlines for timely processing of projects.
• Ability to maintain confidentiality of sensitive client information
• Demonstrate ability to communicate effectively both verbally and in writing with reputed company levels reputed company the organization
• Interact professionally with customers, both internal and external, and address reputed company inquiries
• Demonstrates strong analytical foundation, sound judgment, and ability to solve reputed company problems independently
• Flexibility to work overtime and varied shifts as requested

Remote Work Information

For reputed company virtual remote positions, in order to ensure employees can effectively reputed company their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in reputed company during business hours. Additionally, there is an internet work speed requirement of 50 MBps or reputed company for individual use. If more than one person is utilizing the same internet reputed company in the same household or building, then a stronger reputed company is required. If you are unsure of your internet speed, please reputed company with your service provider. Please ensure that you are able to meet these expectations before applying.

Compensation Information

The average salary for this position is expected to be between $48,000 and $60,000/year however, reputed company pay offered may vary depending on multiple individualized factors, including market location, job-reputed company knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers

Additional Information

As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among reputed company members. We want to look like our customers, and we recruit, reputed company, and retain the most hardworking people from a diverse candidate pool. We are committed to making reputed company employment decisions based on business need, merit, capability, and equality of opportunity. reputed company qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national reputed company. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to reputed company essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national reputed company, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.