Retirement Plan Loan & Distribution Specialist- Entry Level (APC)
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 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), California Retirement Plans ("CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC ("ARPS"), and SMS Retirement ("SMS"). 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.
APC is seeking an Entry Level Loan & Distribution Specialist to join our team. This position is a great opportunity for a recent college graduate who is interested in starting a career in the retirement and financial services industry.
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.
Essential Job 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
• Coordinate with plan administrators and internal teams to complete transactions efficiently
• Assist with 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
Our Value-Driven Employee Experience:
• Flexible Workplace – Hybrid and remote options available for many roles.
• Unlimited 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.
• Specific benefits and programs may vary by partner and position.
Apply tot his job
Apply To this Job
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 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), California Retirement Plans ("CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC ("ARPS"), and SMS Retirement ("SMS"). 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.
APC is seeking an Entry Level Loan & Distribution Specialist to join our team. This position is a great opportunity for a recent college graduate who is interested in starting a career in the retirement and financial services industry.
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.
Essential Job 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
• Coordinate with plan administrators and internal teams to complete transactions efficiently
• Assist with 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
Our Value-Driven Employee Experience:
• Flexible Workplace – Hybrid and remote options available for many roles.
• Unlimited 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.
• Specific benefits and programs may vary by partner and position.
Apply tot his job
Apply To this Job