Distribution Reviewer

Distribution Reviewer

Are you looking for a position where you can utilize your experience processing retirement plan distributions and loans? Do you excel at attention to detail and catching oversights? Do you want the flexibility and convenience of working from home? Nova 401(k) Associates is looking to fill a fully remote Distribution Reviewer position. The ideal candidate for this position has at least five years of experience processing distributions and loans for qualified retirement plans, with at least two years working in a remote working environment. In this position, you will provide work quality review for retirement plan loan and distribution requests.

Nova 401(k) Associates is a vibrant and growing national third party, non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide advancement opportunities for our professionals.

Job Responsibilities

• Review distribution and loan packages, including vesting verifications
• Work on more complicated distributions such as QDROs, death benefits, disability benefits, and Roth conversions as needed
• Assist with reviewing minimum required distributions and / or ADP / ACP refunds as needed
• Consider cyber security issues throughout review process
• Exemplify thorough understanding and interpretation of plan documents regarding distributions and loans
• Update account managers, management, and plan sponsors as necessary on requests and progress
• Pursue and attain NIPA's Distribution Administrator and Loan Administrator Certificates within one month of hire
• Perform other related duties as required

Qualifications

Compensation and Benefits

Work Location / Hours

We get it. We listen. We communicate.