Distribution Processor

Distribution Processor

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

What You'll Need

• 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