Analyst Participant Data

Responsible for analyzing participant data for completeness to ensure adherence to plan provisions and service agreements for the Large, Mega, Not-for-Profit, and Government segments. Responsible for resolving participant data issues with either the plan sponsor or the prior record-keepers. Coordinates the participant data setup. Communicates with Payroll Ops Consultants, systems and other functional teams across the organization. Clients can be new or existing (merger) and will generally have assets in excess of $100M; clients with multiple IRS codes; divisions or employer groups; and customization. Responsible can also include set up of plan and participant records for plans under $100M.

What will you do

• Review plan submission materials including the plan set up checklist, loan provision policy and other materials for needed for the implementation of standard LMNG plans
• Quality check fund/money type/disbursement mapping.
• Submit reques...