Distribution Specialist - REMOTE

We are always looking to add new Talent to our Team. If you are looking for the last place you will ever want to work, then look no further. ERISA Services was voted Top Places to work in 2020, 2021. 2022, 2023 and 2024 by our Team of dedicated retirement plan professionals. At ERISA we like to say we are a Family. We truly care about each other and that is what makes our culture so special. Our Culture is one that promotes honesty, integrity and dedication to our clients, business partners and each other. We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest day’s work.

We are currently seeking a Distribution Specialist to join our Distribution Team. 

Position summary:

This position is the primary contact point for plan sponsors for loan packages, distributions, required minimum distributions (RMD), and force out requests. Is responsible for assisting their Teams Relationship Managers in supporting their clients.  This position is also responsible for customer satisfaction and customer retention by providing professional, clear, accurate and timely processing of all requests received. 

General purpose:

Deliver Third Party Administrative services to retirement plan sponsors in compliance with all IRS and DOL regulations. 

Role qualifications:

1-3 years’ general office experience.

• 1-3 years’ experience processing distributions in a TPA environment.
• Proficient MS Office and computer skills.
• Proficient typing skills.
• Ability to effectively multitask.
• Ability to effectively receive direction from Relationship Managers, Sales Consultants and Team Lead.
• Communicates effectively with others.
• Must attend webinars to further education

 Position responsibilities:

 Answer phone calls and assist clients as needed.

• Prepare and process high volume of client loan packages, distributions, required minimum distributions (RMD) and force outs.
• Ability to review plan SPD and determine qualifications for requested distribution, loan, hardship and RMD have been met according to plan documents and IRS and DOL regulations.
• Ability to accurately calculate participant vesting.
• Ability to update vesting file.
• Ability to access multiple record keepers to secure needed information and forms in a quick and efficient manner. 
• Ability to efficiently track and manage the process from start to finish.
• Any other task as requested by management.

 Essential skills and experience:

• Ability to live and demonstrate the ERISA ways of working (values).
• Strong interpersonal and communication skills: verbal, listening and written.
• Strong organizational skills, both electronically and paper.
• Exhibit initiative and be proactive when necessary.
• Display discreetness, awareness and confidentiality of work.
• Strong multi-tasking capabilities, flexibility, and adaptability.
• Ability to work independently and in a team environment.

 Valued but not required skills and experience:

 Bachelor’s degree

 Reporting to this position: 

 None

Physical demands and work environment:

The physical demands and work environment characteristics described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Security Compliance Statement: 

ERISA Services, Inc. Management has established, implemented, and maintains an ongoing Information Security Awareness Program in order to protect all Team Members, information technology assets, and our clients, suppliers, and shareholders. The purpose of this program is to inform, educate, and motivate Team Members regarding information security, and specifically in the areas of maintaining confidentiality, integrity, and availability of the company's data. ERISA Services is committed to protecting the Personally Identifiable Information that is entrusted to us, and to keeping our systems and procedures up to date and in compliance with industry best standards.

Verify and Equal Opportunity Statement: 

ERISA is an E-Verify and Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind. ERISA is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at ERISA are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. ERISA will not tolerate discrimination or harassment based on any of these characteristics. ERISA encourages applicants of all ages.