Nova 401(k) Associates is hiring a Distributions Reviewer for a full-time, fully remote position. You will provide critical work quality review for retirement plan loan and distribution requests, ensuring accuracy and compliance.
What You'll Do
- Review comprehensive distribution and loan packages, including vesting verifications.
- Handle complex distributions such as QDROs, death benefits, disability benefits, and Roth conversions.
- Assist with reviewing minimum required distributions and ADP/ACP refunds as needed.
- Consider cyber security issues throughout the entire review process.
- Demonstrate thorough understanding and interpretation of plan documents regarding distributions and loans.
- Update account managers, management, and plan sponsors on request status and progress.
- Assist in training and mentoring junior staff members.
- Pursue and attain NIPA’s Distribution Administrator and Loan Administrator Certificates within one month of hire.
- Perform other related duties as required.
What We're Looking For
- Five or more years of experience processing retirement plan loans and distributions.
- Strong knowledge of ERISA and the Internal Revenue Code and Regulations specific to distributions.
- Ability to establish priorities, work independently, and proceed with objectives without supervision.
- Superior organizational and coordination skills.
- Flexibility, adaptability, and ability to multi-task.
- Coachable and committed to professional development.
- Must work from the USA and be authorized to work for any US employer.
Nice to Have
- Knowledge of Corbel Documents & Pension Pro is a plus.
- Bachelor’s degree preferred.
Benefits & Compensation
- Compensation: $60,000 - $65,000
- Medical, dental, disability, and life insurance.
- Paid time off.
- 401(k) plan with employer match.
Work Mode
This is a full-time, fully remote position. Candidates must be located and authorized to work in the USA.
Nova 401(k) Associates is an equal opportunity employer.
