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Distribution Specialist

ERISA Services, Inc.

(Remote)

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, 2023 and 2024 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 distribution team.  This positions requires experience in processing distributions, loans, hardships, RMD's, forceouts and plan terminations.  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 opening.  

Position summary:

This position is the secondary contact point for plan sponsors for plan distributions. This position is also responsible for customer satisfaction and customer retention by providing professional, clear, accurate and timely participant requests.

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.
• 1-3 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 from Relationship Managers, Sales Consultants and Team Lead.
• Communicates effectively with others. 
• Must attend webinars to further education.

Position responsibilities:

• Answer phone calls and assist clients as needed. 
• Prepare and process high volume of client loan packages, distributions, required minimum distributions (RMD) and force outs.
• Ability to review plan SPD and determine qualifications for requested distribution, loan, hardship and RMD have been met according to plan documents and IRS and DOL regulations. 
• Ability to accurately calculate participant vesting.
• Ability to update vesting file.
• Ability to access multiple record keepers to secure needed information and forms in a quick and efficient manner.  
• Ability to efficiently track and manage the process from start to finish. 
• Any other task as requested by management.

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 be proactive when necessary. 
• 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:

None

Equal Opportunity Statement: ERISA Services is a Drug Free Workplace and an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: ERISA Services 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 Services 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 Services will not tolerate discrimination or harassment based on any of these characteristics. ERISA Services encourages applicants of all ages

EVerify: ERISA Services is an EVerify employer.  

How to Apply

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