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Retirement Plan Distribution Specialist

ERISA Services Inc.

(Remote)

Build Your Career with a Company That Invests in Its People

Are you looking for a career, not just another job?  Are you looking for a part-time job?  

 At ERISA Services, we believe people do their best work when they are supported, challenged, and genuinely valued. We're proud to have been recognized as a Top Workplace for the past six consecutive years because of the feedback from our own employees. Our culture is built on trust, teamwork, integrity, and a shared commitment to delivering exceptional service to our clients.

As one of the nation's leading Third-Party Administrators (TPAs), we help employers successfully manage their retirement plans while building lasting relationships with our clients and business partners.

We are looking for a motivated Distribution Specialist who enjoys helping people, takes pride in accuracy, and thrives in a fast-paced, collaborative environment. If you're looking for a company that values professional development and offers opportunities to grow your career, we'd love to hear from you.

This position is a part-time non-exempt position. 

 About the Role

As a Distribution Specialist, you'll play an essential role in helping retirement plan participants access their retirement benefits accurately, efficiently, and in compliance with IRS and Department of Labor regulations.

You'll serve as the primary point of contact for retirement plan distributions, loans, required minimum distributions (RMDs), hardship withdrawals, and force-out requests while partnering closely with Relationship Managers to deliver exceptional client experiences.

This position offers the opportunity to develop specialized retirement plan knowledge while working with an experienced, supportive team dedicated to providing outstanding service.

 What You'll Do

 Client Support

• Serve as a primary contact for plan sponsors and participants regarding retirement plan distributions and loan requests.
• Respond promptly and professionally to client inquiries by phone and email.
• Partner with Relationship Managers to provide exceptional client service.
• Communicate clearly and effectively throughout the distribution process.

Distribution Processing

• Prepare and process a high volume of retirement plan distributions, loans, hardship withdrawals, required minimum distributions (RMDs), and force-out requests.
• Review plan documents and Summary Plan Descriptions (SPDs) to ensure participant eligibility.
• Calculate participant vesting accurately.
• Update participant vesting information.
• Access multiple recordkeeping platforms to obtain required information and documentation.
• Manage each request from initiation through completion while maintaining accuracy and timeliness.

Compliance

• Ensure all transactions comply with plan provisions and applicable IRS and Department of Labor regulations.
• Maintain complete and accurate documentation.
• Meet established processing deadlines while maintaining a high level of quality.

What Makes You Successful

Our most successful Distribution Specialists are professionals who:

• Enjoy helping clients and teammates.
• Have exceptional attention to detail.
• Thrive in a fast-paced, deadline-driven environment.
• Learn quickly and enjoy expanding their knowledge.
• Communicate professionally and confidently.
• Take ownership of their work.
• Are dependable, organized, and accountable.
• Work well independently while also contributing to a collaborative team.

Qualifications

 Required

• Working knowledge of IRS and Department of Labor regulations governing retirement plan distributions, including loans, hardship withdrawals, required minimum distributions (RMDs), and force-out transactions.
• A minimum of two to three years of retirement plan distribution processing experience in a TPA environment required
• Strong Microsoft Office and computer skills
• Excellent keyboarding and data entry skills
• Strong organizational and time-management abilities
• Ability to manage multiple priorities while maintaining accuracy
• Excellent verbal and written communication skills
• Ability to receive direction, adapt to changing priorities, and work collaboratively
• Commitment to ongoing professional development through training and continuing education

 Preferred

• Bachelor's degree  

Why Join ERISA Services?

We believe our people are our greatest asset and are committed to helping them succeed.

When you join ERISA Services, you'll enjoy:

• A fully remote work environment
• A collaborative and supportive team culture
• Competitive compensation
• Quarterly bonus opportunities based on team and company goals
• Ongoing education and training
• Opportunities for career growth and advancement
• The opportunity to become an expert in retirement plan administration

Our Core Values

 Everything we do is guided by our core values:

• Humble
• Hungry
• Smart
• Run to the Awkward
• They Deserve Our Best
• You've Got This

If these values describe how you approach your work, you'll fit right in.

Interested in Learning More?

If you're looking for a place where your experience is valued, your contributions matter, and your career can continue to grow, we'd love to hear from you.

Apply today and discover why ERISA Services has been recognized as a Top Workplace by the people who know us best our employees.

About Us and the Application Process

Equal Opportunity Employer

ERISA Services is a Drug-Free Workplace, E-Verify Employer, and Equal Opportunity Employer. 

We are committed to creating an inclusive workplace where all qualified applicants receive consideration for employment without regard to race, color, religion, creed, sex, national origin, age, disability, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

How to Apply

Apply Now

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