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Dublin, OH ,
Benefits Coordinator – Sequent Retirement & Benefits Group
Handles the day-to-day administration of the Sequent Retirement Savings Plan, File Remittances Commission Tracking and Document Scanning
Works directly with the employees to answer questions regarding the plan
Processes all employee loans, distributions, In-Service and Hardships withdrawals
Enters all 401(k) deduction and changes into our payroll system
Works closely with Sequent Financial Educators to set up 404(c) client meetings
Sets up new client plans in our payroll system and with the Third Party Administrator
Processes changes client make to their adoption agreement (ie: match and eligibility)
Runs census reports and other administrative reports
Prepares eligibility enrollment kits for new enrollees.
Create and remit 529 contribution to Blackrock
Work with Finance on uploading Client Sponsored 401(k) contribution files to the different carriers
Work with new clients on setting up remittance process via website
Log commission checks on spreadsheet and provide to Finance for deposit
Provide commission allocation spreadsheet for each check received
Research and resolve questions that Finance provides