Carlos Ortíz
Marketing Associate | Creative Visual Designer
- Role
- Participant Services Agent at Pension Services, Inc.
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Carlos Ortíz
Creative and user-focused marketing associate with 3+ years of experience and a strong…
Experience
Participant Services Agent
Apr 2023 — Present · Coral Gables, FL, US
Handle 20 to 30 daily 401(k) requests from former employees, covering everything from loans to in-service distributions, while ensuring each step strictly complies with IRS rules and plan guidelines, contributing to strong regulatory adherence.• Work closely with plan sponsors across 300+ companies, providing clear and timely responses to over 50 inquiries weekly, helping them navigate the complexities of 401(k) processes and building strong client trust.
Education
Fundación Universitaria Tecnológico Comfenalco
Bachelor of Science - BS
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.