Retirement Plan Distribution Specialist

Job Summary

A company is looking for a Retirement Plan Services Support - Distribution Specialist.

Key Responsibilities

• Process and review retirement plan and Trust IRA distributions, ensuring accuracy and compliance
• Analyze distribution eligibility, vesting, IRS codes, and withholding requirements for regulatory compliance
• Coordinate workflow to ensure timely completion of incoming distribution requests

Required Qualifications

• Associate's degree in Business, Accounting, Finance, or equivalent experience
• 2+ years of experience in Business, Accounting, or Finance
• Preferred: Bachelor's degree in Business, Accounting, Finance, or related field
• Preferred: 4+ years of experience in Retirement Plan Services