Plan Coordinator
HybridLincoln, Nebraska, United States
Job Summary
Process plan contributions, manage rollover funds, and prepare loan documents while monitoring participant activity and reconciling cash and units daily. Address eligibility issues, statutory limits, and late payments to maintain qualified plan status. Collaborate with relationship managers, payroll providers, and clients to resolve outstanding issues, deliver reports, and ensure accurate payroll data submission. Develop new procedures, update current processes, and report compliance violations in accordance with bank policies. Maintain investment knowledge, stay current on technical and legislative changes, and provide proactive education to clients regarding plan features and deadlines.
Required Qualifications
- Strong accounting/reconcilement skills
- Regular and reliable attendance
Desired Qualifications
- 1 year pension plan recordkeeping/administration knowledge preferred
- Proficient knowledge in Microsoft Office products and in working with other bank software
- Thorough knowledge of database management software preferred
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