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Retirement Distributions Specialist, (RPCG)

Remote, (Wethersfield, CT)

Who we are:

Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third 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 Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 14 leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates, Cash Balance Actuaries, Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), and CRP – California Retirement Plans (“CRP”), Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.  

About Retirement Planning Consulting Group, (RPCG):

Based outside of Hartford, Connecticut, Retirement Planning Consulting Group (RPCG) leverages their breadth and depth of expertise across all retirement plan considerations to optimize plan performance for their clients and participants. RPCG is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

RPCG, a Strongpoint Partner, is seeking a Loan & Distribution Specialist.  The Loan & Distribution Specialist is responsible for working on the team that processes participant loan & distributions from various investment provider partners.  This is a great opportunity for a motivated candidate who wants to gain experience in the qualified retirement plan industry. This individual must have strong organization skills, comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We welcome candidates from all U.S. time zones; however, due to the primary locations of our team and clients, preference will be given to those in Hartford area able to work on a hybrid schedule.

Key Responsibilities:

  • Apply ERISA distribution rules in determining eligibility and availability for loan/withdrawal.
  • Comfort level reading plan documents.
  • Prepare distribution and loan packages from start to finish, including vesting verifications.
  • Prepare Required Minimum Distributions packages at year-end.
  • Assist participants, clients, and/or financial advisors with distribution and loan issues/inquiries.
  • Answer phone calls and assist clients and advisors as needed.
  • Update account managers, management, and plan sponsors as necessary on requests and progress.
  • Establish solid working relationship with all vendors and plan sponsors to ensure open and accurate communication.
  • Perform other duties as needed by team members.
  • Provide superior client service, responsiveness and communication.
  • Other duties as assigned.

Minimum Qualifications:

  • 2-4 years of experience in a customer service environment.
  • Ability to work independently with management review and support.
  • High degree of organization and attention to detail.
  • Excellent time management and ability to work efficiently.
  • Ability to communicate effectively with clients, participants and recordkeepers.
  • Ability to establish priorities, work independently, and proceed with objectives without supervision.
  • Ability to handle and resolve recurring problems.
  • Flexibility, adaptability and ability to multi-task.
  • Team player, collaborative, able to work with and through others.
  • Proficiency in MS Excel, Outlook, and Word.
  • Ability to utilize and keep current CRM software.

Preferred Qualifications:

  • Prior experience in the retirement and/or financial services industries highly preferred.

 

Our Value-Driven Employee Experience:

  • Flexible Workplace
  • Competitive PTO
  • Inclusive Environment
  • Development Opportunities
  • Comprehensive Benefits
  • Workplace Perks

 

 

 

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