Nova 401(k) Associates - Experienced Retirement Plan Distribution Specialist

Remote - USA *$56k - $67k+ Equity1w ago

Remote NA Cybersecurity Distribution Manager Loan Officer Documentation

Requirements

• Retirement Plan Distribution Specialist • Five (5) or more years of experience processing retirement plan distributions & 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

Benefits

• Base Hourly Pay: $27-$32 per hour, based on experience and qualifications • Paid training and professional development • Work Location/Hours: • Must work from USA and be authorized to work for any US employer • We will supply all necessary computer equipment • 40 hour work week, 8 hours per day, Monday-Friday • We get it. We listen. We communicate. • Click Here to review our Privacy Policy