Mar 07, 2026
What You'll Do:
Independently examine and handle complex retirement calculations and transactions within defined timing and quality standards. Act as a resource for calculation and transaction processing. Support the management and review of participant data and retirement information. Offer informal oversight and may conduct quality checks of transactions and calculations. Conduct retirement calculations and transactions while adhering to compliance requirements, client/legal documents, and tax considerations. Investigate and address calculation and transaction issues. Achieve performance measurement standards to guarantee calculations are timely and of high quality. Provide positive informal leadership influence and support to all team members. Share knowledge, possibly serving as a subject matter expert and mentor resource to internal business partners. Communicate effectively with internal business partners to resolve problems. Report and communicate problems,...
Principal Financial Group
Des Moines, IA, USA