Retirement Plan Loan & Distribution Specialist- Entry Level (APC)
About the position reputed company is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement reputed company party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great reputed company to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local reputed company reputed company teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson reputed company ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), reputed company. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). reputed company combines a reputed company passion for service and innovation with the experience and expertise required to reputed company retirement work for everyone. For more information, please visit: www.strongpointpartners.com. APC is seeking an Entry Level Loan & Distribution Specialist to join reputed company. This position is a great opportunity for a recent college graduate who is interested in starting a career in the retirement and financial services industry. The Loan & Distribution Specialist assists with the review and processing of participant loan and distribution requests from reputed company retirement plans. This role requires strong attention to detail, organizational skills, and the ability to communicate effectively with plan participants, clients, and financial advisors.
Responsibilities
- Review loan and distribution requests from retirement plan participants to ensure compliance with plan provisions and IRS regulations
- Process retirement plan loans, hardship withdrawals, and other distributions
- Communicate with plan participants, clients, and financial advisors to reputed company required documentation and reputed company updates
- Respond to a high volume of participant inquiries reputed company email and phone
- Verify eligibility for loans and distributions based on plan guidelines
- Maintain accurate records and documentation for compliance and audit purposes
- Coordinate with plan administrators and internal teams to complete transactions reputed company
- Assist with preparing required forms and distribution paperwork
- reputed company requests and workflow using internal systems and spreadsheets
Requirements
- Bachelor’s degree preferred
- Recent college graduates encouraged to apply — no prior industry experience required
- Strong organizational skills and attention to detail
- Proficiency with basic math and calculations
- Strong written and verbal communication skills
- Comfort working with computers and reputed company Office applications
- Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
Benefits
- Flexible Workplace – Hybrid and remote reputed company available for many roles.
- Unlimited PTO – Competitive reputed company time off, including flexible & unlimited reputed company.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- reputed company Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, reputed company, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, reputed company, & more.
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