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.

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 required
• 3+ years of experience with Relius and Salesforce
• 5+ years of experience with processing distribution and loan transactions
• Experience with processing disbursements for all paying agents on Relius preferred
• Financial degree preferred, or any equivalent combination of education or work experience
• High proficiency in Excel with knowledge of the following formulas and functions:
  Text to column, conditional formatting, Pivot tables, TRUE/FALSE, VLOOKUP, CONCATENATE, LEN, and TEXTJOIN.
• Self‑starter, highly self‑motivated with an ability to work independently with minimal instruction.
• Strong attention to detail with an ability to multitask in a fast‑paced environment.
• Must be a team player.
• Ability to adapt to constant process changes.
• Ability to work with other leaders to resolve complex issues and bring resolution.
• Ability to prioritize work and execute tasks while under pressure.
• Ability to run reports out of Salesforce and Relius and analyze data.
• Ability to meet various daily deadlines for timely processing of projects.
• Ability to maintain confidentiality of sensitive client information.
• Demonstrate ability to communicate effectively both verbally and in writing with all levels within the organization.
• Interact professionally with customers, both internal and external, and address all inquiries.
• De…