Experienced Retirement Plan Distribution Specialist

The role

You will process retirement plan distributions and loans. You will communicate with participants, plan sponsors, financial advisors, and recordkeepers.

What you will do

• 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
• Identify loan defaults and Required Minimum Distributions (RMDs)
• Communicate with participants, plan sponsors, financial advisors, and recordkeepers
• 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
• Maintain an understanding of retirement plan distribution and loan provisions

Required qualifications

• Five (5) or more years of experience processing retirement plan distributions & loans
• 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

Nice to have

• Bilingual candidates
• Experience with PensionPro, Corbel, or similar retirement plan administration systems

Benefits

• Paid training and professional development
• We will supply all necessary computer equipment

Before you apply

• Must work from USA
• Must be authorized to work for any US employer

About the company

Nova 401(k) Associates is a growing remote team.