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Distribution Specialist

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.

ERISA Services is looking to add a Distribution Specialist to our team.  We have a need in our Forceout team, our review team and our processing team.  These positions require experience in processing distributions, loans, hardships, RMD's and forceouts.  If you have experience in all these areas including working on them with all the major recordkeepers, please submit your resume.  We would love to talk to you about our openings.  

Position summary:

This position is the secondary contact point for plan sponsors and is responsible for assisting their Teams Administrators in supporting their clients with administration of their plans. This position is also responsible for customer satisfaction and customer retention by providing professional, clear, accurate and timely plan administration.

General purpose:

Deliver Third Party Administrative services to retirement plan sponsors in compliance with all IRS and DOL regulations.

Role qualifications:

  • 1-3 years general office experience.
  • 5 years experience processing distributions in a TPA environment
  • Proficient MS Office and computer skills.
  • Proficient typing skills.
  • Ability to effectively multitask.
  • Ability to effectively receive direction. 
  • Must attend webinars to further education.
  • Communicates effectively with others.

Position responsibilities:

  • Answer phone calls and assist clients as needed.
  • Prepare and process Client loan packages and distributions.
  • Required Minimum Distributions and force outs
  • Client website access management
  • Update vesting file.
  • Any other task as requested by Team Administrator.

Essential skills and experience:

  • Ability to live and demonstrate the ERISA ways of working (values).
  • Strong interpersonal and communication skills: verbal, listening and written.
  • Strong organizational skills, both electronically and paper.
  • Exhibit initiative and being proactive.
  • Display discreetness, awareness and confidentiality of work.
  • Strong multi-tasking capabilities, flexibility, and adaptability.
  • Ability to work independently and in a team environment.

Valued but not required skills and experience:

  • Bachelor's degree

Reporting to this position:


Equal Opportunity Statement: ERISA is a Drug Free Workplace and an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: ERISA is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at ERISA are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. ERISA will not tolerate discrimination or harassment based on any of these characteristics. ERISA encourages applicants of all ages

EVerify: ERISA Services is an EVerify employer.  

How to Apply

Apply Now

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