Loans & Distributions Specialist, (TFG)

Who we are

The company 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, the company 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.   The company 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:  [link for members] .

About The Finway Group, (TFG)

The Finway Group is a national retirement plan services firm based in Des Moines, Iowa, with a presence across 43 states, serving as the Pooled Plan Provider (PPP), Third-Party Administrator (TPA), and 3(16) Named Fiduciary for all plans it administers. Finway offers a comprehensive suite of single-employer and Pooled Employer Plan (PEP) retirement solutions, providing employers flexible, turnkey retirement plan options. With approximately 50 team members and a 96%+ client retention rate, Finway has built a reputation for high-touch, results-driven retirement plan management. TFG is an operating partner of the company, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary

The Finway Group (TFG), the company partner, is seeking a dedicated individual with 2-3 years of experience in managing loans and distributions within the retirement plan landscape to join our Loans and Distribution team. You'll play a pivotal role in ensuring accurate and timely processing, resolving issues, and providing exceptional customer service, all while embracing our empathetic and growth-driven culture.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary locations of our client teams, preference will be given to those in the Central and Eastern time zones.

Key Responsibilities

• Manage inflow of requests that come in overnight that are assigned to you

• Assisting participants as needed to ensure their requests are handled appropriately by learning different vendors’ websites to approve online requests and run reports when needed

• Answering and returning calls from recordkeepers, customers, participants but not limited to.

• Administrative work that includes a variety of reports, data entry, research, documentation review

• Ensuring timely and accurate processing of distributions and loans

• Resolving issues as they pertain to distribution and loan processing

• Manage relationships with multiple recordkeepers to ensure compliance and seamless processing.

• Keep PensionPro, FT William, recordkeepers, ERISApedia current.

• Other duties as assigned.

Minimum Qualifications

• Preferred minimum of 2-3 years of experience with retirement plan documents.

• Experience working in a high-volume processing environment.

• Highly organized to prioritize and keep multiple requests in motion to meet 24-48 hours processing metrics.

• General understanding of plan document language to ensure proper handling of requests

• Experience working with recordkeepers Empower, Voya, John Hancock, Principal, TransAmerica a plus.

• Outstanding verbal and written communication skills for top-notch customer service.

• Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.

• A keen eye for detail, compliance, and accuracy.

• Self-starters and own their body of work.

Pay Transparency Statement

The anticipated pay range for this position is $45,000-$55,000 annually.

At the company, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

Our Value-Driven Employee Experience

• 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.

**Specific benefits and programs may vary by partner and position.