Retirement Plan Loans & Distributions Specialist (Onsite + Upskilling)

iSupport Worldwide; Pasig; On-site; PHP 420,000 - 640,000; Full time

Benefits offered by this job

Free lunch meal, fruits, snacks, andDr

Onsite gym with a free professional

Weekly fitness activity with PHP up to

Upskilling academy to improve your技能

State-of-the-art facilities

Sleeping quarters

Game area and shower room

Job summary

iSupport Worldwide in Pasig, Philippines is seeking an experienced Retirement Plan Administrator to join our team. You will handle loan and distribution processing, ensure IRS/ERISA compliance, and collaborate with multiple providers to ensure accurate, timely transactions.

The role requires strong numerical accuracy, attention to detail, and proficiency in Excel, PensionPro, and FT Williams, with on-site night-shift support.

Qualifications

• Three or more years of US retirement plan administration experience (401(k), 403(b) or similar).
• Experience processing participant loans and distributions.
• Knowledge of IRS and ERISA rules governing plan loans and distributions.
• Experience with multiple recordkeepers or custodians.
• Strong numerical accuracy for loan, vesting, and tax withholding calculations.
• Excellent written and verbal English communication for US-based clients.

Responsibilities

• Loan Processing: process participant loan requests in line with plan documents and IRS limits.
• Distribution Processing: handle distributions including terminations, hardship, rollovers.
• Compliance and Quality Review: verify completeness and compliance before submission.
• Systems and Workflow Management: manage tasks in PensionPro; review plan data in FT Williams.
• Vendor and Provider Coordination: coordinate with providers like John Hancock, Empower, Voya, ADP, Transamerica, American Funds, Principal.
• Service Level Delivery: complete transactions within SLAs; manage high-volume queues.
• Documentation and Audit Readiness: maintain records and status updates for audits.
• Plan Sponsor and Participant Support: respond to inquiries with clear status updates.
• Collaboration and Process Improvement: work with MyBenefits US team to improve procedures.

Skills

English communication

Numerical accuracy

Attention to detail

Organizational skills

Process management

High-volume workload management

Education

Bachelor's degree in Finance, Accounting, Business Administration, or related field

Tools

PensionPro

FT Williams

Microsoft Excel

Job description

iSupport Worldwide in Pasig, Philippines is seeking an experienced Retirement Plan Administrator to join our team. You will handle loan and distribution processing, ensure IRS/ERISA compliance, and collaborate with multiple providers to ensure accurate, timely transactions.

The role requires strong numerical accuracy, attention to detail, and proficiency in Excel, PensionPro, and FT Williams, with on-site night-shift support.