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Distribution Reviewer

Nova 401(k) Associates

in Telecommute / Houston TX / Dallas TX / Scottsdale AZ

Logo for Nova 401(k) Associates

Are you looking for a challenge with a vibrant company in a stable industry? Are you excellent at communicating verbally over the phone and via email?

Nova 401(k) Associates is a rapidly growing national third party consulting firm providing administrative services to companies sponsoring 401(k), pension and other qualified retirement plans. We have a nationally recognized sales team allowing us to grow in excess of 20% per year providing advancement opportunities for our professionals.

We are looking to fill a Distribution Reviewer position. Candidates will be required to successfully complete the NIPA Distribution Administrator and Loan Administrator Certificates. For additional information on the Distribution Administrator and Loan Administrator Certificate Program, please visit NIPA’s website at www.nipa.org.

The Distribution Reviewer will be expected to work normal business hours (7:30 am – 4:00 pm) Monday through Friday.

Job Responsibilities:

  • Review of distribution and loan packages from start to finish, including vesting verifications
  • Review of Minimum Required Distributions packages at year end
  • Review of ADP/ACP refunds
  • Work on more complicated distributions such as QDROs, death benefits, disability benefits and Roth conversions as needed.
  • Consider cyber security issues  throughout review process
  • Thorough understanding and interpretation of plan documents regarding distributions and loans
  • Updates account managers, management, and plan sponsors as necessary on requests and progress
  • Help with training of new distribution specialists
  • Pursue and attain NIPA’s Distribution Administrator and Loan Administrator certificates
  • Performs other related duties as required

Qualifications:

  • Five or more years of experience with loans and distributions
  • QKA Designation a plus
  • Bachelor’s degree
  • Knowledge of modern office procedures and methods including telephone communications, office systems and record keeping
  • Working knowledge or ability to quickly grasp concepts of reading, reviewing and understanding plan documents
  • Knowledge of modern business communication, including style and format of letters, memorandum, minutes and reports
  • Skill to use a personal computer and proficiency in MS Excel and MS Word
  • Ability to establish priorities, work independently, and proceed with objectives without supervision
  • Ability to handle and resolve recurring problems
  • Superior organizational and coordination skills
  • Flexibility, adaptability and ability to multi-task

                                                 We get it. We listen. We communicate.

How to Apply

Apply Now


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