Retirement Plan Distribution Specialist

Trinity Pension Consultants • Copley Township, OH

7d

About The Position

Trinity Pension Consultants is hiring an Administrative Customer Service/Distribution Specialist to support retirement plan participants with distribution and loan requests. The role combines customer service, compliance, and mathematical calculations to help participants access their funds accurately and on time. The specialist communicates with participants and investment providers, reviews regulations and plan documents, verifies participant information, and applies plan provisions to calculate vested balances and eligible distribution or loan amounts.

The position also involves preparing investment company distribution and loan forms, keeping transactions on schedule, billing accurately for participant distributions, and developing expertise in Trinity's systems and qualified plan distribution and loan options. The specialist may also provide cross-departmental support and contribute to special projects.

The position is with Trinity Pension Consultants, Inc., a regional, independent Third-Party Administration firm based in Akron, Ohio. Applicants must live in or be ready to relocate to Northeast Ohio. The company is unable to sponsor immigration or work authorization for this role.

Requirements

• Live in or be ready to relocate to Northeast Ohio.
• High school diploma required.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Strong attention to detail, multitasking and prioritizing skills, and numerical aptitude.
• Willingness to complete ASPPA's Retirement Plan Fundamentals and NIPA Loan Administrator Courses.

Nice To Haves

• Bachelor's degree in a related field preferred.
• Prior experience with qualified retirement plans is a plus but is not required.

Responsibilities

• Communicate clearly, accurately, and courteously with participants and investment providers about distribution and loan requests.
• Review regulations and plan documents, verify participant data, and apply plan provisions to calculate vested balances and available distribution or loan amounts.
• Perform calculations to determine whether participant requests are permissible.
• Prepare investment company distribution and loan forms.
• Keep transactions moving on schedule and accurately bill for participant distributions.
• Develop expertise in Trinity's systems, including Pension Pro, the Distribution Portal, and Excel tracking.
• Learn qualified plan distribution and loan options.
• Provide cross-departmental support and assist with special projects.

Benefits

• Paid Time Off (PTO), with the option to purchase additional PTO.
• 401(k) retirement plan.
• Medical, dental, and vision coverage, plus an H.S.A., effective Day 1.
• Life insurance, long-term disability (LTD), and short-term disability (STD).
• Summer Fridays.
• Culture that promotes from within and offers upward mobility.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED