Description:

This position will work out of our Appleton, WI office and will provide excellent helpdesk service to our users, assist with IT related projects, assist with administration for our servers and network and research new technologies.

Responsibilities:

• Provide helpdesk support for desktops, laptops, phones, routers, switches, printers, monitors, projectors, and peripheral devices both onsite and remotely.
• Pro...

Description:

Provide timely and accurate compliance and government form production support to TRA’s Defined Contribution Plan clients, and the internal Client Relationship Managers.  Partner with TRA Internal Sales and external Plan Advisors, to satisfy the needs of our Plan Sponsors.

Responsibilities:

• Oversee compliance activities for assigned Defined Contribution by executing compliance work and Form 5500 production ...

Description:

Serve as the primary Client Relationship Manager for a segment of qualified retirement plans. Partner with other TRA departments and external plan advisors to satisfy the needs of our plan sponsors with the primary goal of building lasting, value driven, client relationships by providing an exceptional customer service experience

Responsibilities:

• Promote client retention and identify opportunities to buil...

Description:

The team leader is responsible for providing guidance and leadership to a team of Compliance Analysts for the purpose of achieving high quality compliance production and customer service.

Responsibilities:

• Serve as primary contact for a team of Compliance Analysts
• Manage activities for assigned clients within TRA compliance standards, communicating technical information effectively with internal and extern...

Description:

Provide timely and accurate reporting and government form production support to a group of TRA’s defined benefit plan clients and the internal Client Relationship Managers. Partner with TRA Internal Sales and external Plan Advisors, to satisfy the needs of our Plan Sponsors.

Responsibilities:

• Oversee required activities for assigned defined benefit clients by executing reporting and government form product...

Description:

Provide accurate and timely customer service for both internal and external clients. Responsible for independently reviewing items produced by TRA staff members to ensure results are compliant with IRS & ERISA Codes, plan document provisions, and TRA policy.

Responsibilities:

• Active member of the Quality Control Team focused on reviewing the following items:
  • Plan administration Tier I items
  ...

*Remote Position.

Responsibilities:

• Review items submitted through the processing inbox and through on-line solutions, logging into the PensionPro processing queue and determining if the requests are in Good Order.
• Process Tier I transactions
• Follow-up on on-hold items on behalf of the other transaction coordinators, as needed
• Maintain high standard of quality work and production goals, both individually and as a team
...

Description:

The Implementation Specialist partners with internal staff, plan sponsors, plan advisors and plan provider contacts to establish new and existing plans and integrate them to the TRA system for third party administration services at TRA. The position reports to the Plan Implementation Manager.

Responsibilities:

• Oversee implementation process for assigned Defined Contribution and Defined Benefit cl...