Senior Distributions Analyst

Company Overview PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict‑free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data‑driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success.

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The Senior Distributions Analyst supports the daily operations of batch/bulk processes in accordance with FSG internal regulations along with SEC and IRS guidelines. This role oversees high-volume retirement plan processing, ensuring accuracy, compliance, and timely completion of daily tasks. It requires expertise in Relius, Salesforce, and Excel, strong analytical and problem‑solving skills, and the ability to work independently while collaborating with internal and external partners in a fast‑paced, evolving environment.

• Independently manage high-volume, complex batch processes, including quarterly auto rollovers, plan‑term auto rollovers, monthly residual auto rollovers, quarterly loan defaults, involuntary cash‑outs, and annual 5498 filings.
• Oversee the monthly 1099‑R audit process for assigned custodians, ensuring accuracy and timely completion.
• Resolve stale-dated checks for designated paying agents by coordinating with internal teams and external partners.
• Review and clear outstanding cash items related to batch processing, ensuring timely and accurate reconciliation.
• Identify opportunities to improve batch processes and collaborate with the Process Owner to document requirements and support development initiatives.
• Build and customize Salesforce reports and monitor daily dashboards to track project status and operational performance.
• Manage and resolve cases in the batch processing queue in alignment with established SLA standards.
• Serve as the subject matter expert for all Trade Agent processes, providing guidance and oversight to ensure effective project execution.
• Take ownership of project‑related issues by researching historical activity and coordinating with vendors and internal/external partners to drive resolution.
• Communicate promptly with partners via phone or email to ensure timely follow‑up and issue resolution.
• Apply knowledge of IRS regulations related to retirement accounts and tax reporting, leveraging ongoing training, IRS publications, and other reference materials.
• Perform additional duties and support special projects as assigned.

• 5+ years of retirement industry experience, including at least 5 years of experience processing distributions, loans, and related participant transactions.
• 3+ years of experience using Relius and Salesforce; experience processing disbursements across multiple Relius paying agents preferred.
• Bachelor's degree in Finance, Business, Accounting, or related field preferred, or an equivalent combination of education and relevant work experience.
• Proven ability to work independently with minimal supervision while managing multiple priorities in a fast-paced, deadline-driven environment.
• Strong analytical, problem-solving, and decision-making skills with the ability to research, resolve, and communicate complex operational issues.
• Demonstrated ability to extract, validate, reconcile, analyze, and report on data from Relius, Salesforce, and other business systems to support operational processing, exception resolution, and management reporting.
• Strong attention to detail, accuracy, and procedural…