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Distribution Manager

The Retirement Plan Company (TRPC)/an ABG firm

in Remote

Logo for The Retirement Plan Company (TRPC)/an ABG firm

The Distributions & Loans Manager is responsible for ensuring all aspects of distributions and loans work is done timely and accurately. This includes:

  • Oversight and direct supervision of the Distributions & Loans Department comprised of various processing teams.
  • Planning and coordinating workflow of the department
  • Maintaining adherence to established Company and/or regulatory guidelines
  • Strong technical knowledge of distribution and loan regulations as they relate to retirement plans
  • Implement and provide training on procedures as needed
  • Monitor trends and discuss directives that do not fall in line with standard operating processes and work to implement changes of those not adhering
  • Knowledge of defined contribution and defined pension plan administration

Essential Duties and Responsibilities

  • Ensures adherence to established distributions & loans processing standards
  • Keep abreast of processing deadlines as they relate to a Plan’s distribution and loan cycles
  • Provides technical direction as it relates to retirement plan distributions and loans
  • Provides coaching and development within the departments
  • Monitors the workflow systems for timely transactions
  • Identifies, plans, and manages process improvement projects to create year-over-year efficiencies with workloads
  • Reviews and signs off on escalated deliverables
  • Ensures processing documentation is accurate and complete for all methods of distribution and loan submission
  • Develops and delivers any training documents or write-ups
  • Monitors ongoing adherence to standard procedures to ensure high quality
  • Assists with audit requests
  • Participates as an active member of the cyber/fraud team
  • Research issues within the recordkeeping system
  • Special projects or duties as may be assigned from time to time.


Must show strong proven independent capabilities and the ability to coach and lead others in the following competencies: project planning and execution; client knowledge and responsiveness; attention to detail; teamwork (including virtual team members); process improvement; written and verbal communication; problem solving and decision making using analytical and technical skills. Demonstrated knowledge of retirement and recordkeeping systems and recordkeeping distribution and loan functions.

The leader must prove they are a committed team member with the ability to effectively communicate and drive results.

Education and/or Experience

  • Four-year college or university degree in business or related field
  • Required Relius Administration experience as related to distributions and loans
  • Strong technical skills as they relate to all types of retirement plan distributions
  • Expertise with government forms as they relate to distributions and loans
  • QKA Preferred

How to Apply

Please send resume and salary requirement to Sophia Craig -

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