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Operations Manager - Distributions and Loans

My Benefits, LLC

in Daphne AL / FL / GA / SC

Logo for My Benefits, LLC

Company:  Sometimes something extraordinary is just around the corner. My Benefits, LLC is a rapidly growing and industry leading retirement plan services and consulting firm. With tremendous passion for supporting financial advisors, their business owner clients and retirement plan participants, we are committed to thinking differently and challenging the status quo in the retirement plan industry. We strive to develop innovative solutions to deliver an ideal client experience and help all Americans achieve a dignified retirement. Headquartered in Vero Beach, FL with an Administrative Office in Daphne, AL, and growing teams in South Carolina and Jacksonville, FL, we truly believe in the magic of a collaborative team environment.  We are proud of our team and what we have accomplished as a company. We believe in nurturing the creative spirit, and that philosophy continues to push us forward. We are excited for the right person to join our team!

Job Description:   My Benefits, LLC is seeking an experienced Operations Manager who possesses a keen attention to detail and excellent working knowledge of ERISA with a focus on plan distribution rules and regulations. 

This knowledge should include termination, loans, in-service, hardship, death, QDROs, and RMD requirements. In addition, you should demonstrate the ability to mentor and provide guidance to entry level processing staff.  Your role will involve overall management of distribution/loan workflows, answering participant and plan sponsor inquiries, reviewing withdrawal requests, identifying and addressing any issues that arise with requests received and fielding vendor inquires and ensuring timely follow ups.  The successful candidate will be responsible for taking direct ownership for the fast paced distribution and loans department and dedicated to helping support the success of teammates, clients, and partners.  Your personal interaction skills will be heavily utilized when communicating meaningful deliverables to plan participants, financial services professionals, business owners, human resource professionals, recordkeeping platforms and colleagues.  As a My Benefits, LLC Supervisor/Manager, you will be joining a collaborative team of peers and colleagues working on game-changing retirement plan solutions. 

My Benefits offers:

  • Competitive compensation and benefits
  • A positive team environment that fosters learning, collaboration, and fun
  • A dedicated team to support with growing your knowledge and professional development

The candidate must:

  • Manage daily distribution and loan requests
  • Monitor, review, and respond to participant, vendor, plan sponsor inquiries sent to central email box
  • Ensure timely receipt, logging and review of loans and distributions requests
  • Supervise, mentor and train entry level processing team members
  • Develop reporting for management
  • Improve existing processes and ensure new rules and regulation are reviewed and implemented
  • Communicate with participants, clients, financial advisors, and other professionals throughout the withdrawal process
  • Timely completion of reviews adhering to our servicing standards
  • Assist with Self Directed Brokerage account processing

Requirements:  The candidate will:

  • Have 5 or more years’ retirement plan administration experience
  • 2 plus years of retirement plan distribution and loan experience
  • Hold a bachelor’s degree or comparable professional work experience
  • Possess strong financial acumen/math skills and the ability to put accounting principles into practice
  • Demonstrate strong customer focus and an excellent phone manner
  • Have the ability to solve problems without direct supervision
  • Have strong attention to detail, organization, multi- tasking, and follow up skills
  • Demonstrate superior interpersonal, written and verbal communication skills with the ability to clearly, confidently and professionally convey complex subject matter in an approachable way
  • Thrive in a team environment and be a positive team player
  • Be a confident self-starter with a “can do, will do” collaborative attitude
  • Thrive in a fun, team environment and be a positive team player
  • Want to truly learn and develop leading subject matter expertise
  • Have technology and computer proficiency in Microsoft Office, FT Williams, and/or PensionPro experience is a plus
  • ASPPA and/or NIPA designation(s) strongly preferred

No calls to My Benefits, please.

How to Apply

To apply, please email your resume to 

A Verified Employer
My Benefits, LLC has trusted BenefitsLink to help reach qualified candidates for this opening.

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