Remote Retirement Plan Distribution Expert

Nova 401(k) Associates Inc.; United States; 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 Inc. is seeking an Experienced Retirement Plan Distribution Specialist to join our remote team. You will process distributions and loans, communicate with participants and sponsors, and ensure transactions are completed accurately and efficiently.

The role requires 5+ years of experience, strong meticulousness, and the ability to work independently in a remote setting. Training and development opportunities are provided as part of the package.

Qualifications

• 5+ 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 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 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.

Skills

5+ years experience in retirement plan

Bilingual

Attention to detail

Excellent communication

Remote work capable

Time management

Tools

PensionPro

Corbel

Job description

Nova 401(k) Associates Inc. is seeking an Experienced Retirement Plan Distribution Specialist to join our remote team. You will process distributions and loans, communicate with participants and sponsors, and ensure transactions are completed accurately and efficiently.

The role requires 5+ years of experience, strong meticulousness, and the ability to work independently in a remote setting. Training and development opportunities are provided as part of the package.