Hansen Talent Group is hiring a Distribution Processor to support retirement plan distribution processing, participant transactions, and regulatory compliance within a fast-paced retirement services environment.
This role is ideal for a detail-oriented professional with retirement plan administration, financial services, or benefits processing experience who enjoys working with complex transactions, maintaining regulatory compliance, and delivering exceptional client service.
What You'll Do
• Process retirement plan distributions, loans, transfers, and withdrawals accurately and within established service levels
• Review participant and plan data to determine eligibility for withdrawals and distributions
• Analyze and process various distribution types while ensuring compliance with plan rules and regulatory requirements
• Communicate with internal departments to obtain required information and resolve processing issues
• Maintain accurate distribution logs, records, and CRM documentation
• Generate and review reports related to retirement plan distributions and participant activity
• Create and administer participant loan transactions
• Evaluate hardship withdrawal requests and determine eligibility based on plan guidelines
• Generate and monitor Required Minimum Distribution (RMD) reports
• Verify and update participant demographic information as needed
• Stay current on retirement plan regulations and industry requirements
• Participate in training programs and assist with testing during system upgrades and enhancements
• Support operational excellence through accurate recordkeeping and process compliance
• Associate degree in Accounting, Business, Finance, or equivalent experience
• Experience in retirement plan administration, financial services, benefits administration, or transaction processing preferred
• Strong knowledge of Microsoft Office, particularly Excel
• Experience working with CRM systems and maintaining detailed records
• Strong data entry accuracy and attention to detail
• Ability to interpret and apply retirement plan rules and regulations
• Excellent organizational and time management skills
• Strong verbal and written communication skills
• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment
• Strong customer service and interpersonal skills
• Ability to work independently while collaborating effectively with team members
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