Retirement Operations Associate

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. ResponsibilitiesReview and process participant loan and distribution requests, including hardship withdrawals, rollovers, terminations, and required minimum distributions (RMDs), in accordance with plan provisions and applicable regulationsVerify participant eligibility for loans and distributions based on plan documents and participant statusEnsure accurate calculation of loan repayment schedules and applicable tax withholdingsPrepare daily cash reconciliations, ensuring accuracy and timely resolution of discrepanciesRespond to inquiries from plan sponsors and participants regarding loans, distributions, and general 401(k) plan operationsMonitor incoming emails and phone calls, providing timely and professional su