Retirement Plan Distribution Specialist

Are you a detail-oriented professional who enjoys helping people, managing financial transactions, and ensuring work is completed accurately the first time? Nova 401(k) Associates is seeking a Retirement Plan Distribution Specialist to join our growing remote team. In this role, you will process retirement plan distributions and loans, communicate with participants and plan sponsors, and help ensure retirement transactions are completed accurately and efficiently. This position is an excellent fit for professionals with experience in banking, credit unions, financial services, payroll, benefits administration, insurance, loan processing, mortgage servicing, or other detail-oriented operations environments. Retirement industry experience is not required. We provide extensive paid training and ongoing professional development opportunities. Job Responsibilities: Process retirement plan distribution and loan requests from start to finishReview documentation for accuracy and completenessPrepare distribution and loan packages, including vesting verification for applicable plansIdentify loan defaults and Required Minimum Distributions (RMDs)Communicate with participants, plan sponsors, financial advisors, and recordkeepers regarding requests and status updatesResearch and resolve participant and client inquiriesMaintain accurate records and workflow updates within internal systemsServe as a backup for participant service phone supportAssist with data entry and other operational support functions as neededMaintain an understanding of retirement plan distribution and loan provisionsComplete industry certifications, including NIPA's Distribution Administrator and Loan Administrator programsStay current on cybersecurity, compliance, and company proceduresBuild strong working relationships with plan sponsors, vendors, and internal team membersPerform other related duties as required Qualifications: Bachelor's degree or 2+ years of professional experience in financial services, benefits administration, insurance, or similar detail-oriented operations roleBilingual candidates are encouraged to applyStrong attention to detail and organizational skillsExcellent written and verbal communication abilitiesAbility to work independently in a remote environmentStrong time-management and prioritization skillsExperience with PensionPro, Corbel or retirement plan administration is a plus Compensation and Benefits: Base Hourly Pay: $23-$25 per hour, based on experience and qualificationsPaid training and professional development Work Location/Hours: Work from HomeMust work from USA and be authorized to work for any US employerWe will supply all necessary computer equipment40 hour work week, 8 hours per day, Monday-Friday We get it. We listen. We communicate. Click Here to review our Privacy Policy