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Distribution Specialist

Carpenter Morse Group

in Remote / Longwood FL

Logo for Carpenter Morse Group

Carpenter Morse Group is a well-known TPA firm located in Longwood, Florida. We have been proudly providing retirement plan administration to our valued clients for over 45 years. We are currently looking for an individual who enjoys being part of a great team, takes a real sense of pride in their communication with clients/participants and is looking to grow professionally.  

We are seeking an experienced Distribution Specialist to prepare and process all required distribution paperwork for both termination and in-service withdrawals. The position of Distribution Specialist is held to a very high standard of accuracy and organization. The individual is also responsible for all verbal and written communication with the Plan Sponsor and participants throughout the distribution process.  

We will consider both local candidates and remote working employees. 

Daily Responsibilities Include:

  • Applying knowledge of ERISA distribution rules in determining eligibility and availability
  • Managing all stages of the physical paperwork from initial request to final processing
  • Calculating correct vesting
  • Determining allowable loan amount and amortization schedules
  • Communicating with Plan Sponsors and Participants regarding status and eligibility
  • Applying knowledge of record-keeping websites and processing requirements

Position Requirements:

  • 2+ years of Distribution processing experience
  • Ability to work independently with management review and support
  • High degree of organization and attention to detail
  • Excellent time management and ability to work quickly
  • Ability to communicate effectively with clients, participants and record-keepers
  • Experience with John Hancock and American Funds is preferred but not required

Benefits Include:

  • Telecommute arrangement available with flexible hours
  • 12:00 Early Fridays awarded each month for completion of team goals
  • Health Insurance including medical, vision and dental
  • Safe Harbor 401(k) Plan
  • Vacation and regular increases to PTO with service

How to Apply

Applicants should send resume to bmorse@carpentermorsegroup.com


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