{"id":2193037,"url":"https://alion.io/job/strongpoint-partners-loans-distributions-manager-tfg","title":"Loans & Distributions Manager, (TFG)","company":{"id":4456,"name":"Strongpoint Partners","domain":"strongpointpartners.com","url":"https://alion.io/company/strongpoint-partners","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":79,"open_postings":6,"ghost_share":0,"stale_share":0.833,"repost_share":0,"time_to_fill_p50_days":50,"computed_at":"2026-10-21T05:46:15Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"senior","employment_type":null,"work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"posting_text","remote_working_hours":{"label":"ET","utc_offset_min":-5,"utc_offset_max":-5},"hiring_geo_confidence":"explicit","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":65000,"max":85000,"currency":"USD","period":"year","gross":null,"usd_annual":85000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":true},{"name":"Outlook","optional":true}],"status":"live","first_seen_at":"2026-10-09T16:23:50Z","employer_posted_date":"2026-10-09","last_verified_at":"2026-10-21T16:16:30Z","board_verified":true,"closed_at":null,"days_open":12,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":12},"description":"Who we are:\nStrongpoint 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, Strongpointoffers 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. \nThe Finway Group | A Strongpoint Partner\nAbout The Finway Group\nThe 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.\nWith 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.\nPosition Summary\nThe 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.\nIn 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.\nThe 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.\nPLEASE 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.\nKey Responsibilities\nLead, coach, and develop the Loans and Distributions team, including hiring, onboarding, training, performance management, and ongoing professional development.\n\nOversee the daily processing of participant loan and distribution requests, assigning and balancing workloads to meet established 24-48-hour processing targets.\n\nMonitor team productivity, accuracy, turnaround times, and overall performance, providing regular reporting and updates to leadership.\n\nReview and approve complex or high-risk transactions, including hardship withdrawals, Qualified Domestic Relations Orders (QDROs), required minimum distributions (RMDs), and terminated-plan distributions.\n\nServe as the primary escalation point for complex issues involving recordkeepers, clients, and plan participants, ensuring timely and effective resolution.\n\nBuild and maintain strong working relationships with multiple recordkeepers to support accurate, compliant, and efficient transaction processing.\n\nDevelop, document, and maintain operational procedures, checklists, and internal controls to promote consistency, accuracy, and regulatory compliance.\n\nIdentify opportunities to streamline workflows, improve operational efficiency, and implement process improvements or automation.\n\nOversee the accuracy and integrity of information maintained in PensionPro, FT William, recordkeeper platforms, and ERISApedia.\n\nStay informed of regulatory and legislative developments affecting retirement plan loans and distributions, updating team procedures as needed.\n\nCollaborate with Relationship Managers, Plan Administrators, and leadership to deliver exceptional client service and support Finway's 3(16) fiduciary responsibilities.\n\nProvide hands-on support with transaction processing and client or participant calls during periods of increased volume.\n\nPerform additional duties and special projects as assigned.\n\nQualifications\nMinimum of 5 years of experience processing retirement plan loans and distributions, including at least 2 years in a supervisory or team leadership role.\n\nStrong working knowledge of qualified retirement plan documents and applicable IRS and Department of Labor (DOL) regulations governing loans, distributions, and tax withholding.\n\nDemonstrated experience leading teams in high-volume processing environments with established service-level expectations and turnaround metrics.\n\nProven ability to develop and implement efficient workflows, documented procedures, and quality-control processes.\n\nExperience working with major retirement plan recordkeepers, including Empower, Voya, John Hancock, Principal, and Transamerica, is a plus.\n\nFamiliarity with PensionPro, FT William, and ERISApedia preferred.\n\nStrong analytical and problem-solving skills, with sound judgment when addressing complex or escalated issues.\n\nExcellent organizational and time-management skills, with the ability to prioritize competing deadlines and maintain accuracy.\n\nDemonstrated leadership abilities with a commitment to coaching, mentoring, and developing team members.\n\nExcellent written and verbal communication skills, with a strong commitment to customer service.\n\nProficiency in Microsoft Office applications, including Excel, Word, and Outlook.\n\nAbility to work collaboratively across departments while maintaining professionalism, confidentiality, and accountability.\n\nCompensation\nThe anticipated base salary range for this position is $65,000-$85,000 annually, depending on experience, qualifications, and relevant industry expertise.\nOur Value-Driven Employee Experience:\nFlexible Workplace - Hybrid and remote options available for many roles.\nFlexible PTO - Competitive paid time off, including flexible & unlimited options.\nInclusive Environment - A culture that values diversity, collaboration, and respect.\nGrowth Opportunities - Support for ongoing learning and career development.\nComprehensive Benefits - Health, dental, vision, life, and disability coverage.\n Workplace Perks - Incentive bonus programs, flexible hours, & more.\n**Specific benefits and programs may vary by partner and position.","description_format":"text","description_chars":6827,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Flexible schedule","Growth opportunities","Professional development","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Payroll Services","Custody & Fund Administration"],"lifecycle":[{"event":"open","at":"2026-10-09T18:33:23Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":11,"expected_fill_days":50,"reasons":["seen:11","win:early"],"computed_at":"2026-10-21T05:46:15Z"},"pay":{"stated_usd_annual":85000,"is_top_pay":false},"html_url":"https://alion.io/job/strongpoint-partners-loans-distributions-manager-tfg","json_url":"https://alion.io/job/strongpoint-partners-loans-distributions-manager-tfg.json","meta":{"generated_at":"2026-10-21T16:27:17Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":23322,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4456},"rest":"https://alion.io/mcp/rest/get_company?id=4456"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fstrongpoint-partners-loans-distributions-manager-tfg"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fstrongpoint-partners-loans-distributions-manager-tfg"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fstrongpoint-partners-loans-distributions-manager-tfg"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/strongpoint-partners-loans-distributions-manager-tfg\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fstrongpoint-partners-loans-distributions-manager-tfg"}]}