Retirement Plan Loan & Distribution Specialist- Entry Level (APC)

About the role

The Loan & Distribution Specialist assists with the review and processing of participant loan and distribution requests from qualified 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 gather required documentation and provide updates
• Respond to a high volume of participant inquiries via email and phone
• Verify eligibility for loans and distributions based on plan guidelines
• Maintain accurate records and documentation for compliance and audit purposes
• Cook up with plan administrators and internal teams to complete transactions efficiently
• Aid in preparing required forms and distribution paperwork
• Track requests and workflow using internal systems and spreadsheets

Qualifications

• 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 Microsoft Office applications
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment

Pay

The anticipated pay range for this position is $40,000-$50,000 annually.

Benefits

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.