- Review distribution and loan packages, ensuring accurate vesting verifications.
- Handle complex distribution types, including QDROs, death benefits, and disability benefits as required.
- Assist in the review of minimum required distributions and ADP/ACP refunds as necessary.
- Maintain a strong focus on cybersecurity issues during the review process.
- Exhibit a thorough understanding and interpretation of plan documents regarding distributions and loans.
- Regularly update account managers, management, and plan sponsors on requests and progress.
- Obtain NIPAs Distribution Administrator and Loan Administrator Certificates within one month of hire.
- Perform additional related duties as needed.
- Five or more years of experience in processing retirement plan loans and distributions.
- Strong knowledge of ERISA, Internal Revenue Code, and regulations pertinent to distributions.
- Able to establish priorities and work independently toward objectives without supervision.
- Exceptional organizational and coordination skills.
- Ability to adapt, multitask, and demonstrate flexibility.
- Coachable and dedicated to ongoing professional development.
- Familiarity with Corbel Documents Pension Pro is a plus.
- Bachelor's degree preferred.
- Base Pay: $55,000 - $65,000
- Salaried, non-exempt position.
- Medical, dental, disability, and life insurance.
- 401(k) plan with Employer Match.
- This is a remote position within the USA.
- Authorization to work for any US employer is required.
- We will supply all necessary computer equipment.
- 40-hour work week, Monday through Friday.
- Consistent and regular business hours are required.
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Retirement Plan Distribution Specialist - Providence - Nova 401(k) Associates
Description
Retirement Plan Distribution Specialist
Are you ready to leverage your expertise in processing retirement plan distributions and loans in a fulfilling role? If you have an eye for detail and a knack for identifying oversights, we want you to join Nova 401(k) Associates as a fully remote Retirement Plan Distribution Specialist. Our ideal candidate will bring at least five years of hands-on experience in processing distributions and loans for qualified retirement plans, including a minimum of two years in a remote work setting. In this role, you will be responsible for quality reviewing loan and distribution requests related to retirement plans.
At Nova 401(k) Associates, we are a dynamic, growing national third-party administration firm. Our renowned sales team allows us to continually expand and offer remarkable advancement opportunities for our professionals.
Key Responsibilities
Qualifications
Compensation and Benefits
Work Environment and Schedule
Join us and be part of a company that values communication and teamwork
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Senior Distribution Solutions Specialist
Only for registered members Lakeville, Massachusetts, United States of America
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Senior Distribution Solutions Specialist
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Sr Manager, WAMS Specialist Distribution Planning and Operations
Only for registered members Smithfield, RI
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Document Control Specialist
Only for registered members Providence
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Employee Benefits Specialist
Only for registered members Providence
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Benefits Specialist
Only for registered members Providence
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Benefits Specialist
Only for registered members Providence
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Employee Benefits Specialist
Only for registered members Providence
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HR Analyst
Only for registered members Providence
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Technical Laboratory Specialist 40D
Only for registered members Providence
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Human Resource Analyst/Work Day
Only for registered members Providence
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Employee Benefits Specialist
Only for registered members Providence
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Pharmacy Supply Chain Technician Specialist
Only for registered members Providence
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Construction Methods Specialist III
Only for registered members Providence
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Distribution Design and Standards Engineer III
Only for registered members Providence, RI
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Employee Benefits Specialist
Only for registered members Providence
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Peer Recovery Specialist Anchor MORE 2000 retention bonus
Only for registered members Providence
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Multimedia Specialist
Only for registered members Providence
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Petroleum Supply Specialist
Full time Only for registered members Providence
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Medical Laboratory Specialist
Full time Only for registered members Providence