Prajwal
401(k) Distributions &Specializing in Loans, Withdrawals & Rollovers | Helping Participants Access Their Retirement Funds Smoothly
- Role
- Customer Service Associate at Accenture in India
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Prajwal
I have 2.years 9 months of experience in the U.S. retirement industry, specializing in money-out processes such as 401(k) and IRA distributions, rollovers, and withdrawals. I ensure smooth, compliant transactions and guide clients through tax implications and retirement options. Skilled in using recordkeeping systems and retirement platforms to support accurate and efficient processing.
Experience
Customer Service Associate
Jun 2025 — Present · Bengaluru, IN
Experienced in managing 401(k) retirement plans, ensuring compliance with IRS regulations, and optimizing employer contributions. Skilled in educating employees on investment options, tax benefits, and retirement planning strategies.\"\"Providing strategic investment guidance on 401(k) plans, asset allocation, and long-term financial growth. Expertise in managing risk, maximizing tax benefits, and advising clients on retirement savings.\"
Education
Sri Venkateswara University
Bachelor's degree, Accounting and Finance
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