Retirement Operations Associate, (JPC)

Jocelyn Pension Consulting, a Strongpoint Partners operating partner, is a retirement plan investment consulting firm with offices in Boulder, Colorado, and the San Francisco Bay Area. Jocelyn Pension Consulting specializes in helping growing small businesses establish and administer 401(k) retirement plans, providing personalized service and expertise to support clients and their employees.

Position Summary

Jocelyn Pension Consulting is seeking a detail-oriented and motivated Operations Associate to join our Participant Services team. This role supports the day-to-day administration of 401(k) retirement plans, with a focus on participant transactions, client service, and operational processes.

The ideal candidate is highly organized, comfortable with technology, and enjoys problem-solving in a fast-paced, collaborative environment. This is a great opportunity for someone looking to build a career in retirement plan administration while contributing to a growing organization.

Key Responsibilities

• Review and process participant loan and distribution requests, including hardship withdrawals, rollovers, terminations, and required minimum distributions (RMDs), in accordance with plan provisions and applicable regulations.

• Verify participant eligibility for loans and distributions based on plan documents and participant status.

• Ensure accurate calculation of loan repayment schedules and applicable tax withholdings.

• Prepare daily cash reconciliations, ensuring accuracy and timely resolution of discrepancies.

• Respond to inquiries from plan sponsors and participants regarding loans, distributions, and general 401(k) plan operations.

• Monitor incoming emails and phone calls, providing timely and professional support to plan sponsors and participants.

• Communicate plan rules, procedures, documentation requirements, and processing timelines clearly and effectively.

• Identify opportunities to improve operational workflows, efficiency, and overall service delivery.

• Research and resolve participant and plan-related issues while maintaining a high level of accuracy and customer service.

• Collaborate with internal teams to ensure smooth daily operations and a positive client experience.

• Perform other duties as assigned.

Qualifications

• Excellent verbal and written communication skills, with strong organizational abilities and attention to detail.

• Strong mathematical, analytical, and/or accounting skills.

• Proficiency in Microsoft Office, particularly Excel and Word.

• Ability to manage multiple priorities, meet deadlines, and work independently.

• Strong initiative, integrity, and a proactive, solutions-oriented approach.

• Comfortable learning new technologies and adapting to evolving processes.

• Ability to communicate professionally with plan sponsors, participants, and other stakeholders.

• Experience working with busy professionals and managing time-sensitive requests.

• Previous experience in retirement plan administration, particularly 401(k) plans, preferred but not required.

• Experience with Sungard Relius and/or Schwab RT preferred.

• Spanish-language proficiency is a plus but not required.

Compensation

The anticipated base salary range for this position is $50,000–$60,000 annually, depending on experience, qualifications, and skills.

Originally posted on Himalayas