Retirement Plan Distribution Specialist

Job Summary

Managing the timely and accurate processing of retirement plan distributions, the full-time remote Retirement Plan Distribution Specialist will execute distribution approvals, respond to inquiries, and provide excellent customer service with minimal supervision.

Key responsibilities

• Process various types of retirement plan distributions for assigned clients in compliance with IRS and DOL regulations
• Monitor and manage the distribution inbox, logging requests and assigning tasks as needed
• Respond professionally to inquiries from plan sponsors, participants, advisors, and vendors regarding distribution status

Required qualifications

• High school diploma or equivalent required; additional certifications related to retirement plans are a plus
• Prior experience in retirement plan administration or distribution processing
• Familiarity with retirement plan regulations and compliance
• Proficiency in relevant software and tools for payment processing
• Strong organizational skills with the ability to multi-task effectively