Remote Retirement Plan Distributions Specialist

Nova 401(k) Associates Inc.; Northern (KY); Remote; USD 55,000 - 75,000; Full time

Job summary

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

This position is an excellent fit for professionals with experience in banking, credit unions, financial services, payroll, benefits administration, insurance, loan processing, mortgage servicing, or

Qualifications

• Detail-oriented approach and accuracy in handling financial data.
• Experience with processing distributions/loans or similar financial transactions is a plus.
• Experience communicating with participants, sponsors, or clients is valued.

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.

Skills

Detail-oriented

Financial transactions

Communication with participants

Job description

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

This position is an excellent fit for professionals with experience in banking, credit unions, financial services, payroll, benefits administration, insurance, loan processing, mortgage servicing, or