Retirement Plan Distribution Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $27 - $32 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 2%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Nova 401(k) Associates

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Nova 401(k) Associates is a national third-party administration (TPA) firm that specializes in providing customized retirement plan design and compliance services to business owners and financial advisors. The company manages over 7,500 retirement plans including 401(k), 403(b), and Defined Benefit plans, representing more than $9 billion in retirement plan assets. Nova 401(k) Associates offers educational webinars, resources, and personalized consultations to aid in understanding and managing retirement plans. They are dedicated to effective communication and delivering quality services to their clients.

📋 Description

• 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

🎯 Requirements

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

🏖️ Benefits

• Paid training and professional development • Necessary computer equipment supplied • 40-hour work week, 8 hours per day, Monday-Friday