Loans & Distributions Lead

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 ("HSI"), 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"), and Allied Consultants, Inc. ("ACI"), 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.  

Position Overview:
We are seeking a highly skilled and detail-oriented Loans & Distributions Lead to join our retirement plan administration team. This role is responsible for overseeing and modernizing all aspects of the loans and distributions function, ensuring accuracy, compliance, and a superior participant experience. The ideal candidate will bring deep expertise in retirement plan operations, strong organizational and leadership skills, and a proven ability to streamline processes across multiple recordkeepers and brokerage platforms.

This position is a unique opportunity to take ownership of a critical function within our organization and drive process improvements that will directly impact efficiency, compliance, and client satisfaction.

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 partners and clients, preference will be given to those in the Eastern time zone.

Key Responsibilities:

• Loan Processing:
  
  
  
  • Review and process participant loan requests in accordance with plan documents and regulatory guidelines.
  
  
  • Communicate with plan participants to collect necessary documentation and ensure timely completion of loan transactions.
  
  
  • Prepare the appropriate paperwork, when necessary, including promissory notes and amortization schedules
  
  
  • Collaborate with internal plan administrators, plan sponsors, plan participants and financial institutions to ensure proper completion of the process from beginning to end.
  
  
  
  


• Distribution Management:
  
  
  
  • Oversee the distribution process for various types, including but not limited to, in-service withdrawals, automatic rollovers, force-outs, hardship withdrawals and plan terminations.
  
  
  • Ensure accurate and timely processing of distribution requests, adhering to plan rules and regulatory requirements.
  
  
  • Proactively assist in the automatic rollover and force-out process and work with third parties to receive those assets.
  
  
  • Prepare the appropriate paperwork, when necessary, including distribution options and special tax notices.
  
  
  • Collaborate with internal teams to validate participant eligibility and resolve any discrepancies.
  
  
  • Collaborate with internal plan administrators, plan sponsors, plan participants and financial institutions to ensure proper completion of the process from beginning to end.
  
  
  
  


• Compliance and Documentation:
  
  
  
  • Stay current with retirement plan regulations, tax laws, and industry best practices related to loans and distributions.
  
  
  • Ensure all loan and distribution activities comply with IRS and Department of Labor (DOL) regulations.
  
  
  • Maintain accurate and organized documentation for audit purposes.
  
  
  
  


• Customer Service:
  
  
  
  • Serve as the main point of contact for plan participants and plan sponsors regarding loan and distribution inquiries.
  
  
  • Provide clear and accurate information to participants, addressing concerns and guiding them through the process.
  
  
  • Foster positive relationships with internal and external stakeholders.
  
  
  
  


• Reporting and Analysis:
  
  
  
  • Generate regular reports on loan and distribution activity, identifying trends and areas for improvement.
  
  
  • Collaborate with the finance and compliance teams to reconcile loan and distribution transactions.
  
  
  
  

Minimum Qualifications:

• Minimum 3–5 years of hands-on experience with retirement plan loans and distributions.


• Demonstrated expertise working with multiple recordkeeping systems and brokerage platforms.


• Strong understanding of IRS, DOL, and ERISA regulations governing loans and distributions.


• Excellent organizational skills, attention to detail, and follow-through.


• Strong analytical, problem-solving, and process improvement abilities.


• Outstanding written and verbal communication skills with a customer-first mindset.


• Proficiency with Microsoft Office Suite (Excel, Word, Outlook, PowerPoint); experience with ASC, Relius, or similar retirement plan software preferred.

Our Value-Driven Employee Experience:

• Flexible Workplace


• Competitive PTO


• Inclusive Environment


• Development Opportunities


• Comprehensive Benefits


• Workplace Perks