09/24/2026
Our 401K team is looking for a Transition Service Specialist to help aide the cancellation or discontinuance of plans. This individual will coordinate the cancellation or discontinuance to a new provider of plans following established procedures and contractual provisions while maintaining compliance with applicable IRS and/or DOL regulations. What You'll Do Process the cancellation of plans for contracts, including investment-only contracts. Communicate with employers throughout the plan termination process Ensure that contract and service agreement requirements are met and that assets are distributed in a timely manner as elected by the contract-holder, plan participants, and the contract Makes the system needed changes to ensure that sales credits, contract counts, and service commitments are properly completed or closed out Additionally, you will: Work closely with Client Services Team Check for complex processes such as 5500 fund preparation,...
Sentry
Stevens Point, WI
Full Time
