[Remote] Retirement Operations Associate, (JPC)

Note: The job is a remote job and is open to candidates in USA. Jocelyn Pension Consulting, a Strongpoint Partners operating partner, is seeking an Operations Associate for its Participant Services team. The role supports day-to-day 401(k) plan administration, including participant transactions, client service, and operational processes.

Responsibilities

• Review and process participant loan and distribution requests, including hardship withdrawals, rollovers, terminations, and required minimum distributions (RMDs), in accordance with plan provisions and applicable regulations
• Verify participant eligibility for loans and distributions based on plan documents and participant status
• Ensure accurate calculation of loan repayment schedules and applicable tax withholdings
• Prepare daily cash reconciliations, ensuring accuracy and timely resolution of discrepancies
• Respond to inquiries from plan sponsors and participants regarding loans, distributions, and general 401(k) plan operations
• Monitor incoming emails and phone calls, providing timely and professional support to plan sponsors and participants
• Communicate plan rules, procedures, documentation requirements, and processing timelines clearly and effectively
• Identify opportunities to improve operational workflows, efficiency, and overall service delivery
• Research and resolve participant and plan-related issues while maintaining a high level of accuracy and customer service
• Collaborate with internal teams to ensure smooth daily operations and a positive client experience
• Perform other duties as assigned

Skills

• Excellent verbal and written communication skills, with strong organizational abilities and attention to detail
• Strong mathematical, analytical, and/or accounting skills
• Proficiency in Microsoft Office, particularly Excel and Word
• Ability to manage multiple priorities, meet deadlines, and work independently
• Strong initiative, integrity, and a proactive, solutions-oriented approach
• Comfortable learning new technologies and adapting to evolving processes
• Ability to communicate professionally with plan sponsors, participants, and other stakeholders
• Experience working with busy professionals and managing time-sensitive requests
• Previous experience in retirement plan administration, particularly 401(k) plans, preferred
• Experience with Sungard Relius and/or Schwab RT preferred
• Spanish-language proficiency is a plus

Benefits

• Hybrid and remote options available for many roles.
• Competitive paid time off, including flexible & unlimited options.
• A culture that values diversity, collaboration, and respect.
• Support for ongoing learning and career development.
• Health, dental, vision, life, and disability coverage.
• Incentive bonus programs.
• Flexible hours.

Company Overview