Experienced Retirement Plan Distribution Specialist

Nova 401(k) Associates; Houston (TX); Remote; USD 37,000 - 44,000; Full time

Benefits offered by this job

Paid training

Professional development

Equipment provided

Job summary

Nova 401(k) Associates seeks an Experienced Retirement Plan Distribution Specialist to join our growing remote team. You will process distributions and loans, communicate with participants and sponsors, and ensure accurate, efficient retirement transactions.

The role requires attention to detail, strong communication skills, and the ability to work independently from a home office. Training and development opportunities are provided, along with equipment support and a 40-hour work week.

Qualifications

• Five+ years of experience processing retirement plan distributions and loans.
• Bilingual candidates are encouraged to apply.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication abilities.
• Ability to work independently in a remote environment.
• Strong time-management and prioritization skills.
• Experience with PensionPro, Corbel, or similar retirement plan administration systems is a plus.

Responsibilities

• Process retirement plan distribution and loan requests from start to finish.
• Review documentation for accuracy and completeness.
• Prepare distribution and loan packages, including vesting verification for applicable plans.
• Identify loan defaults and RMDs.
• Communicate with participants, plan sponsors, financial advisors, and recordkeepers regarding requests and status updates.
• Research and resolve participant and client inquiries.
• Maintain accurate records and workflow updates within internal systems.
• Serve as a backup for participant service phone support.
• Assist with data entry and other operational support functions as needed.
• Maintain an understanding of retirement plan distribution and loan provisions.
• Complete industry certifications, including NIPA's Distribution Administrator and Loan Administrator programs.
• Stay current on cybersecurity, compliance, and company procedures.
• Build strong working relationships with plan sponsors, vendors, and internal team members.
• Perform other related duties as required.

Skills

Distributions processing

Loans processing

Remote work

Attention to detail

Tools

PensionPro

Corbel

Job description

Experienced Retirement Plan Distribution Specialist

Remote

Are you a detail-oriented professional who enjoys helping people, managing financial transactions, and ensuring work is completed accurately the first time?

Nova 401(k) Associates is seeking an Experienced Retirement Plan Distribution Specialist to join our growing remote team. In this role, you will process retirement plan distributions and loans, communicate with participants and plan sponsors, and help ensure retirement transactions are completed accurately and efficiently.

Job Responsibilities

• Process retirement plan distribution and loan requests from start to finish
• Review documentation for accuracy and completeness
• Prepare distribution and loan packages, including vesting verification for applicable plans
• Identify loan defaults and Required Minimum Distributions (RMDs)
• Communicate with participants, plan sponsors, financial advisors, and recordkeepers regarding requests and status updates
• Research and resolve participant and client inquiries
• Maintain accurate records and workflow updates within internal systems
• Serve as a backup for participant service phone support
• Assist with data entry and other operational support functions as needed
• Maintain an understanding of retirement plan distribution and loan provisions
• Complete industry certifications, including NIPA's Distribution Administrator and Loan Administrator programs
• Stay current on cybersecurity, compliance, and company procedures
• Build strong working relationships with plan sponsors, vendors, and internal team members
• Perform other related duties as required

Qualifications

• Five (5) or more years of experience processing retirement plan distributions & loans
• Bilingual candidates are encouraged to apply
• Strong attention to detail and organizational skills
• Excellent written and verbal communication abilities
• Ability to work independently in a remote environment
• Strong time-management and prioritization skills
• Experience with PensionPro, Corbel, or similar retirement plan administration systems a plus

Compensation and Benefits

• Base Hourly Pay: $27-$32 per hour, based on experience and qualifications
• Paid training and professional development

Work Location/Hours

• Work from Home
• Must work from USA and be authorized to work for any US employer
• We will supply all necessary computer equipment
• 40 hour work week, 8 hours per day, Monday-Friday