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Distribution Reviewer

Nova 401(k) Associates

in Remote

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

Nova 401(k) Associates is a growing national third party and non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide career 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
• 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
• Help with training of new distribution specialists
• Pursue and attain NIPA’s Distribution Administrator and Loan Administrator Certificates
• Perform 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, memorandums, minutes, and reports
• Ability to use a personal computer and exemplify 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

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