Kylie Ellis
Distribution Specialist @Pension Innovations & Consulting, Llc
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WORK HISTORY
Distribution Specialist @Pension Innovations & Consulting, Llc
US
Process various retirement plan distributions (e.g, rollovers, RMDs, hardships, loans)•Ensure compliance with IRS and ERISA regulations•Review documentation and plan provisions for distribution eligibility•Coordinate with plan sponsors, advisors, and recordkeepers•Resolve distribution-related issues and provide client support•Maintain accurate records and support annual plan audits•Support continuous process improvements for distribution workflows•Managing and optimizing online presence to increase reach, engagement, and brand authority
ABOUT KYLIE ELLIS
Graduated from The University of Toledo with a BBA in Finance and minor in Sales. I hold…
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