Remote Retirement Plan Distributions Specialist

Nova 401(k) Associates; Oregon; Hybrid; USD 37,000 - 44,000; Full time

Benefits offered by this job

Remote work from home

Paid training

Professional development

Equipment provided

Job summary

Nova 401(k) Associates is seeking 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 retirement transactions are completed accurately and efficiently.

The ideal candidate has 5+ years of experience, bilingual abilities, strong attention to detail, and the ability to work independently from a home office.

Qualifications

• Five or more years of experience processing retirement plan distributions & loans.
• Bilingual candidates are encouraged to apply.
• 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

Attention to detail

Communication skills

Independent worker

Time management

Bilingual

Remote work experience

Tools

PensionPro

Corbel

Job description

Nova 401(k) Associates is seeking 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 retirement transactions are completed accurately and efficiently.

The ideal candidate has 5+ years of experience, bilingual abilities, strong attention to detail, and the ability to work independently from a home office.