Financial services company focused on servicing retirement plans
Managed distribution processing and disbursements checks for various trade agents including Fidelity and Charles Schwab
Executed wire transfers, checks, and ACH transactions to transfer plan assets
Delivered timely calculations for Required Minimum Distributions (RMDs)
Managed all types of distribution of US Retirement Plans, including termination requests and rollovers
Assisted participants with distribution inquiries and provided guidance on their options
Streamlined money-out operations ensuring compliance with federal and state tax regulations