Retirement Plan Distribution Specialist

Nova 401(k) Associates; Houston (TX); Remote; USD 60,000 - 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 role is suitable for professionals with experience in banking, credit unions, financial services, payroll, benefits administration, insurance, loan processing, mortgage servicing, or other

Qualifications

• Experience in banking, credit unions, financial services, payroll, benefits administration, insurance, loan processing, mortgage servicing, or other detail-oriented operations environments.
• Retirement industry experience is not required.

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

Job description

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 a 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.

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 other detail-oriented operations environments.

Retirement industry experience is not required. We provide extensive paid training and ongoing professional development opportunities.

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