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3(16) Distribution Coordinator

ERISA Services, Inc.

in Remote

Logo for ERISA Services, Inc.

We are always looking to add new Talent to our Team. If you are looking for the last place you will ever want to work, then look no further. ERISA Services was voted Top Places to work in 2020, 2021, 2022 and 2023 by our Team of dedicated retirement plan professionals. At ERISA we like to say we are a Family. We truly care about each other and that is what makes our culture so special.

Our Culture is one that promotes honesty, integrity and dedication to our clients, business partners and each other. We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest day's work.

We are currently seeking a 3(16) Distribution Coordinator to join our Team.

Position summary:

Assist the 3(16) Plan Administrator and team with all fiduciary responsibilities as well as primary liaison with Financial Advisors, Clients, Participants, and Record Keeping Platforms to ensure accurate and timely plan administration. Includes periodic communication and coordination with assigned case load. The position works hand in hand with the assigned Relationship Manager.

General purpose:

Provide fiduciary support to ERISA 3(16) Services, LLC

Role qualifications:

  • Mid-level understanding of 401(k) plan administration and terminology
  • Mid-level understanding of 401(k) plan document
  • Strong client service skills
  • Excellent written and verbal communication skills
  • Attention to detail and problem solving skills
  • Ability to successfully work independent and as part of a team
  • Ability to prioritize job functions

Position responsibilities:

  • Assist with distribution responsibilities as described in the distribution job description for 3(16) clients
  • Client and participant communication for distributions/loans/hardships
  • Review all distributions processed for 3(16) clients for accuracy
  • Required Minimum Distributions for 3(16) clients
  • QDROs for 3(16) clients
  • Hardship distribution processing under SECURE 2.0 self-certification
  • Corrective Distribution paperwork for ERISA and 3(16) Process paperwork for 3(16) plans such as: Forfeitures, platform access forms, plan participant enrollment form
  • Perform other related duties as assigned
  • Create and provide mass mailings for clients based on service level
  • Assist with special projects
  • Maintain departmental workflow

Essential skills and experience:

  • Time management: the ability to organize and manage multiple priorities
  • Advanced computer proficiency
  • Proficient in Microsoft Excel and Word
  • Self-starter and ability to work on own with little or no direction
  • Strong ethical values
  • Customer service system experience
  • Excellent interpersonal and communication skills
  • Strong team player
  • Commitment to company values

Valued but not required skills and experience:

  • Bachelor's degree with concentration in accounting/finance/or business
  • Prior experience working in the Retirement Plan industry

Reporting to this position:

No direct reports

How to Apply

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

Apply Now

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ERISA Services, Inc. has trusted BenefitsLink to help reach qualified candidates for this opening.

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