Job Application for Distributions Reviewer at Nova 401(k) Associates

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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 Distributions 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 $55,000 - $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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$55,000 - $57,000

$57,001 - $59,000

$59,001 - $61,000

$61,001 - $63,000

$63,001 - $65,000

more than $65,000

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I hereby certify that all statements made in this application are true and correct to the best of my knowledge and belief. I understand that any misrepresentations or omissions of facts in this application are grounds for disqualification from further consideration or for dismissal from employment. I authorize the company to inquire into my educational, professional and past employment history references as needed to research my qualifications for this position. If employed, I agree to conform to the rules, regulations and policies of the company. I understand that I will be an employee “at will” and either the company or I may terminate my employment relationship at any time for any reason not in violation of law. I hereby acknowledge that I have read and fully understand the forgoing and seek employment under these conditions. *

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Distributions Reviewer

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