Nova 401(k) Associates · 22 hours ago
Distributions Reviewer
United States
Full-time
Remote
Mid, Senior Level
$60K/yr - $65K/yr
5+ years expnova401 is seeking a Distribution Reviewer to utilize experience in processing retirement plan distributions and loans. The role involves reviewing distribution and loan packages, assisting with complicated distributions, and mentoring junior staff, all while ensuring compliance with plan documents and relevant regulations.
ConsultingFinancial Services
No H1B
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
Qualification
Required
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
Preferred
Knowledge of Corbel Documents & Pension Pro is a plus
Bachelor's degree preferred
Benefits
Medical, dental, disability, and life insurance
Paid time off
401(k) plan with employer match
Company
Nova 401(k) Associates
Nova 401(k) Associates is a financial services firm headquartered in Houston.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Arasely Valdez, ERPA, QPA, QKA, APA
Chief Operations Officer
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