A Pension Store Llc Careers in Lawrenceville, GA

Our professional staff has the expertise and up-to-date technology to provide the necessary actuarial and administrative assistance to manage your retirement plan: Defined Contribution Plan Services & Administration Determine eligibility for allocation of employer contributions and forfeitures. Allocate employer and employee contributions. Allocate plan earnings. Allocate forfeitures, if applicable. Distribution processing: Calculation of distribution amount, preparation of required distribution notices, release forms and IRS Form 1099-R. Loan processing: Set up of loan accounts, preparation of promissory note and amortization schedule and tracking loan repayments. Hardship withdrawal processing: Determination of hardship distribution amount and preparation of application forms. Reconcile trust accounts. Prepare customized participant statements. Monitor participants who are required to receive age 70% distributions. Defined Benefit Plan Actuarial Services and Administration