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The Pension Design Group

Retirement Plan Processor

Entry-Level JobVerifiedNo experience needed
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Entry-Level Job
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No experience needed
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Job Description

View All Jobs Retirement Plan Processor The Pension Design Group ( Remote / Columbus OH / Hybrid ) The Pension Design Group is seeking a detail-oriented Retirement Plan Processor to support the accurate and timely processing of retirement plan contributions, distributions, and participant transactions. This role combines data processing, problem-solving, and customer service. Key Responsibilities Review payroll and contribution files for accuracy and completeness, resolve discrepancies, and submit contributions within processing deadlines. Review and process distributions, loans, hardship withdrawals, and required minimum distributions, including verifying eligibility and vesting. Maintain accurate participant records and transaction documentation to support annual reporting and audits. Follow plan provisions, regulatory requirements, and established processing procedures. Communicate with employers, participants, advisors, and internal teams to answer questions and resolve transaction issues. Stay current on relevant retirement plan rules and processing systems through ongoing training. What You'll Bring Strong attention to detail, organization, and time-management skills. Comfort working with numbers, spreadsheets, and data-processing systems. Clear communication skills and a customer-service mindset. The ability to research discrepancies, solve problems, and manage multiple deadlines. Why Join PDG? At PDG, we believe great employees deserve great benefits and a workplace where they can thrive.
We offer:
401(k) and Cash Balance retirement plans Medical, dental, and vision insurance with 60% of employee-only premiums paid by PDG , effective on your first day of employment $10,000 employer-paid life insurance, with options to purchase additional coverage Paid holidays following the NYSE holiday schedule Generous paid time off starting at 15 days , with an additional PTO day earned each employment anniversary (up to 21 days) Complimentary Costco or Sam's Club membership Charitable donation matching up to $100 annually A collaborative, supportive team environment where your contributions matter Opportunities for continued professional growth and development within a growing organization If you're looking for more than just your next job—and want to build your career with a firm that's committed to excellence and investing in its people—we encourage you to apply. We'd love to learn more about you. How to Apply Apply Now View All Jobs Manage This Listing (employer only)

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Professional Development
  • Other Retirement and Savings