Brittany Wallace
Retirement Analyst - NWPS
- Role
- Retirement Analyst at Nwps
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
About Brittany Wallace
I am a detail-oriented Retirement Analyst with experience supporting 401(k) plan…
Experience
Retirement Analyst
Jun 2024 — Present · Seattle, WA, US
Payroll Processing: Assist in processing payroll transactions related to retirement plans-Payroll Census Validation: Verify the accuracy of payroll census data-Loan Processing: Support the processing of participant loans, ensuring compliance with plan rules and regulations-Loan Payoff Processing: Handle loan payoff transactions, maintaining accurate loan records-Fee Liquidation: Assist in the liquidation of plan fees and ensure proper accounting-Rollover Cash Reconciliation & Processing: Help reconcile and process rollover contributions-New Hire Enrollment Reviews: Review and process new hire enrollments-Routine Participant & Client Communication: Maintain effective communication with plan participants and clients, addressing inquiries and providing support-Quality Checking: Learn and perform quality checks on the work of peers to maintain the highest standards of accuracy and compliance-Sales Force Workflow Logging: Continuously monitor inbound cases in Sales Force.
Education
Hinds Community College
Associate's degree
Middle Tennessee State University (MTSU)
Masters, Workforce Development and Training
Christian Brothers University
Bachelor's degree, Psychology
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