Retirement Plan Payment Specialist
Blue Ridge Associates, Osseo, MN, United States
Where Accuracy Meets Impact
Put your retirement plan expertise to work helping employees across the country access the benefits they’ve earned.
Job Type Full-time
Description Retirement Plan Payment Specialist Maple Grove, MN
401(k) and Pension
Where Accuracy Meets Impact Put your retirement plan expertise to work helping employees across the country access the benefits they’ve earned.
At
Blue Ridge Associates , we go beyond retirement plan administration — we help people build lasting financial security. As one of the nation’s top ESOP administration firms, we partner with companies that share success through 401(k), ESOP, and pension benefits. Our mission is rooted in empowering employees to take ownership of their futures — and that starts with making sure they receive the right payments at the right time.
With a nationwide client base and a growing team, we offer a supportive and collaborative work culture with offices across the country — including in
Maple Grove, MN , where this position is based.
That’s Where You Come in as a Retirement Plan Payment Specialist As a Retirement Plan Payment Specialist, you’ll play a critical role in ensuring that retirement plan participants receive their benefit payments accurately and on time. Your work supports both the technical and personal side of plan administration — helping employees access the savings they’ve worked hard to build.
Retirement Plan Payment Specialist Responsibilities Customer Service
Respond to questions from clients and referral sources in a timely manner
Be an advocate for Blue Ridge Associates in all interactions
Transaction Administration
Accurately interpret plan documents to determine eligibility for participant transactions (e.g. loans, distributions, QDROs, etc.)
Intake, review, process, and complete transactions in a timely manner
Enter distribution information on required tracking lists and software (e.g. 1099-R, internal checklists, etc.)
Calculate, prepare paperwork for, and process Required Minimum Distributions
Plan Administration
Coordinate with other service providers (e.g., financial advisor, investment company, CPA, payroll, actuary, etc.)
Continually develop and increase knowledge of retirement plan rules and regulations (attend webcasts, department meetings, pursue credentials, continuing education, etc.)
Review team member’s distributions for accuracy
Send required notices and distribution packages
Process mandatory distributions
Set up automatic rollovers for eligible participants
Assist with requests from other members of the Blue Ridge Associates team
Company Development
Identify opportunities for improvements to our company
Participate in working groups to enhance the organization’s work product and internal processes
Maintain the company’s tools and resources (e.g., company intranet, databases, etc.)
Contribute to changes that positively impact the organization
Perform other tasks and projects assigned
Requirements Retirement Plan Payment Specialist Requirements
3+ years of customer service experience
Bachelor's degree preferred (ideally with a concentration in Accounting, Finance, Math, Economics, or Statistics)
Provide quick and timely customer service
Comprehend and explain complex information to others
Aptitude in accounting and math
Must be able to quickly address, research, and solve problems
Meet deadlines and manage dynamic workloads
Demonstrate enthusiasm for learning and professional development
Maintain excellent organizational skills
Successful completion of a background check
Why You’ll Love Working Here as a Retirement Plan Payment Specialist Join a mission-driven team that values accuracy, service, and teamwork — and enjoy a workplace that supports your growth and well-being.
We Offer
Competitive salary & comprehensive benefits (medical, dental, vision, life, disability, voluntary benefits)
401(k) with company match + HSA with contribution
Generous PTO for parental leave, vacation and holidays
Support for certifications, professional development, and industry association dues
A strong team culture with virtual and in-person events, volunteer opportunities, and more
Join Us as We Help Secure Financial Futures At Blue Ridge Associates, we envision a future where every employee has the opportunity to retire with dignity. Every payment you process brings that vision one step closer to reality.
We Live Our Values Every Day
Precision – Accurate and timely benefit disbursements
Efficacy – Confidence in compliance and participant readiness
Advocacy – Supporting regulatory practices that protect employees
Collaboration – Working as trusted partners across clients and teams
Excellence – Providing high-touch service to every client, every time
This is more than a job. It’s your opportunity to make a lasting difference — for your career and for the people whose futures you help secure.
Apply now and help us build wealth for generations.
Equal Opportunity Employer
Must be authorized to work in the US
Must reside within reasonable commuting distance of the Maple Grove, MN office.
Salary Description $20.00 - 24.03 per hour
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Put your retirement plan expertise to work helping employees across the country access the benefits they’ve earned.
Job Type Full-time
Description Retirement Plan Payment Specialist Maple Grove, MN
401(k) and Pension
Where Accuracy Meets Impact Put your retirement plan expertise to work helping employees across the country access the benefits they’ve earned.
At
Blue Ridge Associates , we go beyond retirement plan administration — we help people build lasting financial security. As one of the nation’s top ESOP administration firms, we partner with companies that share success through 401(k), ESOP, and pension benefits. Our mission is rooted in empowering employees to take ownership of their futures — and that starts with making sure they receive the right payments at the right time.
With a nationwide client base and a growing team, we offer a supportive and collaborative work culture with offices across the country — including in
Maple Grove, MN , where this position is based.
That’s Where You Come in as a Retirement Plan Payment Specialist As a Retirement Plan Payment Specialist, you’ll play a critical role in ensuring that retirement plan participants receive their benefit payments accurately and on time. Your work supports both the technical and personal side of plan administration — helping employees access the savings they’ve worked hard to build.
Retirement Plan Payment Specialist Responsibilities Customer Service
Respond to questions from clients and referral sources in a timely manner
Be an advocate for Blue Ridge Associates in all interactions
Transaction Administration
Accurately interpret plan documents to determine eligibility for participant transactions (e.g. loans, distributions, QDROs, etc.)
Intake, review, process, and complete transactions in a timely manner
Enter distribution information on required tracking lists and software (e.g. 1099-R, internal checklists, etc.)
Calculate, prepare paperwork for, and process Required Minimum Distributions
Plan Administration
Coordinate with other service providers (e.g., financial advisor, investment company, CPA, payroll, actuary, etc.)
Continually develop and increase knowledge of retirement plan rules and regulations (attend webcasts, department meetings, pursue credentials, continuing education, etc.)
Review team member’s distributions for accuracy
Send required notices and distribution packages
Process mandatory distributions
Set up automatic rollovers for eligible participants
Assist with requests from other members of the Blue Ridge Associates team
Company Development
Identify opportunities for improvements to our company
Participate in working groups to enhance the organization’s work product and internal processes
Maintain the company’s tools and resources (e.g., company intranet, databases, etc.)
Contribute to changes that positively impact the organization
Perform other tasks and projects assigned
Requirements Retirement Plan Payment Specialist Requirements
3+ years of customer service experience
Bachelor's degree preferred (ideally with a concentration in Accounting, Finance, Math, Economics, or Statistics)
Provide quick and timely customer service
Comprehend and explain complex information to others
Aptitude in accounting and math
Must be able to quickly address, research, and solve problems
Meet deadlines and manage dynamic workloads
Demonstrate enthusiasm for learning and professional development
Maintain excellent organizational skills
Successful completion of a background check
Why You’ll Love Working Here as a Retirement Plan Payment Specialist Join a mission-driven team that values accuracy, service, and teamwork — and enjoy a workplace that supports your growth and well-being.
We Offer
Competitive salary & comprehensive benefits (medical, dental, vision, life, disability, voluntary benefits)
401(k) with company match + HSA with contribution
Generous PTO for parental leave, vacation and holidays
Support for certifications, professional development, and industry association dues
A strong team culture with virtual and in-person events, volunteer opportunities, and more
Join Us as We Help Secure Financial Futures At Blue Ridge Associates, we envision a future where every employee has the opportunity to retire with dignity. Every payment you process brings that vision one step closer to reality.
We Live Our Values Every Day
Precision – Accurate and timely benefit disbursements
Efficacy – Confidence in compliance and participant readiness
Advocacy – Supporting regulatory practices that protect employees
Collaboration – Working as trusted partners across clients and teams
Excellence – Providing high-touch service to every client, every time
This is more than a job. It’s your opportunity to make a lasting difference — for your career and for the people whose futures you help secure.
Apply now and help us build wealth for generations.
Equal Opportunity Employer
Must be authorized to work in the US
Must reside within reasonable commuting distance of the Maple Grove, MN office.
Salary Description $20.00 - 24.03 per hour
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