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?
Administrative Fiduciary Services is looking to fill a full-time, 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.
Job Responsibilities:
- Review of 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
- Assist in training and mentoring of junior staff members throughout the year
- Pursue and attain NIPA’s Distribution Administrator and Loan Administrator Certificates within one month of hire
- Perform other related duties as required
Qualifications:
- Five or more years of experience processing retirement plan loans and distributions
- Strong knowledge of ERISA and 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
- Knowledge of Corbel Documents & Pension Pro is a plus
- Bachelor’s degree preferred
Compensation and Benefits:
- Base Salary $60,000 - $65,000
- Salaried, non-exempt
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
Work Location/Hours:
- Work from Home
- Must work from USA and be authorized to work for any US employer
- We will supply all necessary computer equipment
- Must work a regular schedule during normal business hours (7:30 am – 4 pm)
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What We Do
Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully. At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan. The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions. When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches
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