Retirement Plan Distribution Specialist

Job Responsibilities

• Process retirement plan distribution and loan requests from start to finish
• Review documentation for accuracy and completeness
• Prepare distribution and loan packages, including vesting verification for applicable plans
• Identify loan defaults and Required Minimum Distributions (RMDs)
• Communicate with participants, plan sponsors, financial advisors, and recordkeepers regarding requests and status updates
• Research and resolve participant and client inquiries
• Maintain accurate records and workflow updates within internal systems
• Serve as a backup for participant service phone support
• Assist with data entry and other operational support functions as needed
• Maintain an understanding of retirement plan distribution and loan provisions
• Complete industry certifications, including NIPA's Distribution Administrator and Loan Administrator programs
• Stay current on cybersecurity, compliance, and company procedures
• Build strong working relationships with plan sponsors, vendors, and internal team members
• Perform other related duties as required

Qualifications

• Bachelor’s degree or 2+ years of professional experience in financial services, benefits administration, insurance, or similar detail-oriented operations role
• Bilingual candidates are encouraged to apply
• Strong attention to detail and organizational skills
• Excellent written and verbal communication abilities
• Ability to work independently in a remote environment
• Strong time-management and prioritization skills
• Experience with PensionPro, Corbel or retirement plan administration is a plus

Compensation and Benefits

• Base Hourly Pay: $23-$25 per hour, based on experience and qualifications
• Paid training and professional development

Work Location/Hours

• Work from Home
• Must work from USA and be authorized to work for any US employer
• We will supply all necessary computer equipment
• 40 hour work week, 8 hours per day, Monday-Friday

We get it. We listen. We communicate.