Job Overview:

We are seeking a Distribution Administrator to join our team. This role involves accurately preparing and processing participant distributions and loan requests in compliance with IRS regulations and retirement plan provisions.

Job Details:

The Distribution Administrator will be responsible for maintaining and administering online investment providers to ensure accurate and efficient transactions for participants.

Responsibilities:

Prepare and process participant requests for distributions and loans.
Verify eligibility, vesting, and plan provisions for all transactions.
Perform quality control to ensure compliance with policies and legal requirements.
Handle phone calls and written correspondence from clients, participants, and stakeholders.
Document all relevant conversations in designated programs.
Safeguard confidential information and documents.

Requirements:

Knowledge of retirement plan provisions and IRS regulations.
Strong attention to detail and accuracy.
Ability to communicate professionally with various stakeholders.
Experience in financial services or a related field.

Benefits:

Competitive salary and benefits package.
Opportunity for professional growth and development.
Collaborative and supportive work environment.

Other Details:

This position is based in a bustling city in the state of Englishtown. Join us in a rewarding role that offers challenges and opportunities for personal and professional advancement.

We encourage passionate individuals with the necessary skills to apply and be part of our dedicated team.