Loans & Distributions Manager, (TFG)

Strongpoint Partners; United States; Remote; USD 65,000 - 85,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Job summary

The Finway Group, a Strongpoint partner, seeks an experienced Loans & Distributions Manager to lead the Loans & Distributions team. You will oversee daily processing, manage workloads, and ensure compliance with plan documents and IRS/DOL rules in a fully remote nationwide role.

The ideal candidate has 5+ years in retirement plan loans/distributions, supervisory experience, and a proactive approach to process improvement. Collaboration with recordkeepers and leadership is essential.

Qualifications

• Minimum of 5 years of experience processing retirement plan loans and distributions, including at least 2 years in a supervisory or team leadership role.
• Strong working knowledge of qualified retirement plan documents and IRS/DOL regulations governing loans and distributions.
• Experience leading teams in high-volume processing with established SLAs and turnaround metrics.
• Ability to develop and implement efficient workflows, documented procedures, and quality-control processes.
• Familiarity with major recordkeepers such as Empower, Voya, John Hancock, Principal, and Transamerica is a plus.
• Proficiency with PensionPro, FT William, and ERISApedia preferred.
• Excellent written and verbal communication and customer service spirit.

Responsibilities

• Lead, coach, and develop the Loans and Distributions team, including hiring, onboarding, training, performance management, and ongoing professional development.
• Oversee daily processing of participant loan and distribution requests, balancing workloads to meet 24–48-hour targets.
• Monitor productivity, turnaround times, and performance; provide regular reporting to leadership.
• Review and approve complex or high-risk transactions (QDROs, RMDs, hardship withdrawals).
• Serve as escalation point for issues involving recordkeepers, clients, and plan participants.
• Build relationships with recordkeepers to ensure accurate, compliant processing.
• Develop and maintain procedures, checklists, and internal controls for compliance.
• Identify opportunities to streamline workflows and implement process improvements or automation.
• Oversee data integrity in PensionPro, FT William, and ERISApedia.
• Stay informed on regulatory developments and update team procedures accordingly.
• Collaborate with Relationship Managers and Plan Administrators to deliver client service.
• Provide hands-on support during peak volumes.
• Perform other duties and special projects as assigned.

Skills

Leadership

Loans & Distributions

Regulatory compliance

Team coaching

Process improvement

MS Office (Excel)

Tools

PensionPro

FT William

ERISApedia

Job description

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. 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 .

The Finway Group | A Strongpoint Partner

About The Finway Group

The Finway Group (TFG) is a national retirement plan services firm headquartered in Des Moines, Iowa, with a presence across 43 states. As a Pooled Plan Provider (PPP), Third-Party Administrator (TPA), and 3(16) Named Fiduciary, Finway delivers comprehensive retirement plan solutions designed to meet the evolving needs of employers and their employees.

With approximately 50 team members and a client retention rate exceeding 96%, Finway has built a reputation for personalized service, technical expertise, and results-driven retirement plan management.

Position Summary

The Finway Group, a Strongpoint partner, is seeking an experienced Loans & Distributions Manager to lead our Loans and Distributions team. This role is ideal for a detail-oriented retirement plan professional who enjoys leading people, improving processes, and delivering exceptional client service.

In this position, you will oversee the daily operations of the Loans and Distributions team, ensuring participant requests are processed accurately, efficiently, and in accordance with plan documents and regulatory requirements. You will be responsible for managing team workloads, monitoring performance, resolving complex issues, and maintaining strong relationships with recordkeepers and internal stakeholders.

The ideal candidate brings a strong understanding of retirement plan loans and distributions, proven leadership experience, and a proactive approach to problem-solving and process improvement. We're looking for someone who values collaboration, accountability, and professional development while supporting Finway's commitment to exceptional service.

PLEASE NOTE: This is a fully remote position open to candidates located anywhere within the United States. Due to the primary locations of our client teams, preference will be given to candidates in the Central and Eastern time zones.

Key Responsibilities

Lead, coach, and develop the Loans and Distributions team, including hiring, onboarding, training, performance management, and ongoing professional development.

Oversee the daily processing of participant loan and distribution requests, assigning and balancing workloads to meet established 24–48-hour processing targets.

Monitor team productivity, accuracy, turnaround times, and overall performance, providing regular reporting and updates to leadership.

Review and approve complex or high-risk transactions, including hardship withdrawals, Qualified Domestic Relations Orders (QDROs), required minimum distributions (RMDs), and terminated-plan distributions.

Serve as the primary escalation point for complex issues involving recordkeepers, clients, and plan participants, ensuring timely and effective resolution.

Build and maintain strong working relationships with multiple recordkeepers to support accurate, compliant, and efficient transaction processing.

Develop, document, and maintain operational procedures, checklists, and internal controls to promote consistency, accuracy, and regulatory compliance.

Identify opportunities to streamline workflows, improve operational efficiency, and implement process improvements or automation.

Oversee the accuracy and integrity of information maintained in PensionPro, FT William, recordkeeper platforms, and ERISApedia.

Stay informed of regulatory and legislative developments affecting retirement plan loans and distributions, updating team procedures as needed.

Collaborate with Relationship Managers, Plan Administrators, and leadership to deliver exceptional client service and support Finway's 3(16) fiduciary responsibilities.

Provide hands‑on support with transaction processing and client or participant calls during periods of increased volume.

Perform additional duties and special projects as assigned.

Qualifications

Minimum of 5 years of experience processing retirement plan loans and distributions, including at least 2 years in a supervisory or team leadership role.

Strong working knowledge of qualified retirement plan documents and applicable IRS and Department of Labor (DOL) regulations governing loans, distributions, and tax withholding.

Demonstrated experience leading teams in high-volume processing environments with established service-level expectations and turnaround metrics.

Proven ability to develop and implement efficient workflows, documented procedures, and quality-control processes.

Experience working with major retirement plan recordkeepers, including Empower, Voya, John Hancock, Principal, and Transamerica, is a plus.

Familiarity with PensionPro, FT William, and ERISApedia preferred.

Strong analytical and problem-solving skills, with sound judgment when addressing complex or escalated issues.

Excellent organizational and time-management skills, with the ability to prioritize competing deadlines and maintain accuracy.

Demonstrated leadership abilities with a commitment to coaching, mentoring, and developing team members.

Excellent written and verbal communication skills, with a strong commitment to customer service.

Proficiency in Microsoft Office applications, including Excel, Word, and Outlook.

Ability to work collaboratively across departments while maintaining professionalism, confidentiality, and accountability.

Compensation

The anticipated base salary range for this position is $65,000–$85,000 annually, depending on experience, qualifications, and relevant industry expertise.

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.

Specific benefits and programs may vary by partner and position.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Strongpoint Partners’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.