Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Quality Assurance Manager

Bates & Company
(Remote / Winter Park FL)

Bates & Company logo

Retirement Plan Relationship Manager

ERISA Services, Inc.
(Remote)

ERISA Services, Inc. logo

Attorney

Central Pension Fund of the IUOE
(Washington DC)

Central Pension Fund of the IUOE logo

Defined Benefit Calculation Specialist/Actuary

The Angell Pension Group, Inc.
(Remote / East Providence RI)

The Angell Pension Group, Inc. logo

DB/DC Plan Administrator

Benefit Associates, Inc.
(Remote / Huntington Beach CA / NY)

Benefit Associates, Inc. logo

DPS Retirement Plan Consultant

EPIC Retirement Plan Services
(Remote)

EPIC Retirement Plan Services logo

Retirement Plan Administrator

Nicholas Pension Consultants
(Remote / Corona CA / Rancho Cordova CA)

Nicholas Pension Consultants logo

Relationship Manager

Compass Retirement Consulting Group, Inc.
(Remote / NH)

Compass Retirement Consulting Group, Inc. logo

Client Service Manager

United 401(k) Plans, Inc.
(Remote)

United 401(k) Plans, Inc. logo

Retirement Plan Legal Specialist

Pentegra
(Remote / West Harrison NY)

Pentegra logo

Associate General Counsel

Central Pension Fund of the IUOE
(Washington DC)

Central Pension Fund of the IUOE logo

Retirement Plan Consultant

Carpenter Morse Group
(Remote)

Carpenter Morse Group logo

401(k) Distribution Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Executive Compensation Lawyer

Trucker Huss, A Professional Corporation
(Remote / San Francisco CA)

Trucker Huss, A Professional Corporation logo

Enrolled Actuary

Prime Pensions, Inc.
(Remote)

Prime Pensions, Inc. logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


401(k) Distribution Manager

Nova 401(k) Associates

in Remote

Logo for Nova 401(k) Associates

This is an exempt experienced position focused on thorough understanding of IRS rules and regulations surrounding loan and distributions and managing the Distribution Department.


The Distribution Team Leader would be required to demonstrate a superior working knowledge of ERISA, including an understanding of termination, in-service, hardship, death distributions, loans, QDROs, MRDs, cash-outs, J & S requirements, beneficiary designations, 1099-R and 945 Forms. They must have the ability to understand and interpret proposed and new regulations affecting the retirement industry.


This Distribution Team Leader position will focus primarily on managing annually recurring distribution projects (MRDs, cash out distributions, testing-related refunds) and non-routine distributions, assisting with escalation issues, and/or mentoring entry level staff. This position is bonus eligible and eligible for telecommuting.

Job Responsibilities:

  • Manage 5-8 staff members
  • Champion Nova 401(k) Associates values and policies
  • Ensure client and participant satisfaction through the loan and distribution process
  • Manage the team to meet Nova's performance metrics
  • Monitor team productivity through daily report generation
  • Develop reports for senior management
  • Assist in training and mentoring of junior staff members throughout the year
  • Manage RMD process, cash out process, refund, and other annual processes
  • Study and improve processes
  • Keep current with new regulations and proposed legislation as well as an awareness of proposed legislation surrounding loans and distributions
  • Communicate with participants, principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans assigned to your team throughout the loan and distribution process
  • Perform other related duties as required
  • Complete performance reviews in a timely manner
  • Attend leadership & development training in Houston (or other location) at least 2-3 times per year

Qualifications:

  • Bachelor’s degree required
  • A minimum of 5 years of management experience in a fast-paced environment
  • Relevant industry experience processing or reviewing 401(k) loans/distributions
  • Comfortable working online
  • Excellent written and verbal communication skills and customer service skills
  • Ability to maintain confidential information
  • Superior organizational skills
  • Proficiency with MS Excel and MS Word
  • Flexibility, adaptability, and ability to multi-task
  • Clean background check
  • ASPPA/NIPA industry credentials a plus


We get it. We listen. We communicate.

How to Apply

Apply Now


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2023 BenefitsLink.com, Inc.