Distribution Specialist

Nova 401(k) Associates

. Process retirement plan loan and distribution requests .

Posted 9/22/2026full-timeRemote • United StatesEntry Level💰 $20 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in processing retirement plan loans and distributions, with strong organizational skills to manage requests and communications effectively. Capable of interpreting plan documents and maintaining up-to-date knowledge of cybersecurity procedures.

Highest-signal resume keywords

Retirement Plan ProcessingLoan Distribution ManagementOrganizational SkillsBilingual CommunicationCorbel Documents Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ProcessingDistribution ManagementVesting VerificationMinimum Distribution IdentificationData Entry

Soft Skills

Organizational SkillsFlexibilityAdaptabilityCoachableProfessional Development Commitment

Tools & Technologies

Pension ProNova Participant Services

Industry Keywords

Retirement IndustryPlan SponsorsCybersecurity ProceduresFinancial AdvisorsVendor Relationships

Tech Stack

Tools & technologies

Cyber Security

About the role

Key responsibilities & impact

Process retirement plan loan and distribution requests
Communicate request information to participants and plan sponsors
Prepare distribution and loan packages from start to finish, including vesting verifications for daily recordkept plans
Identify loan defaults and required minimum distributions (RMDs) from online or plan sponsor reports
Assist participants, clients, and/or financial advisors with distribution and loan issues and inquiries
Update account managers, management, and plan sponsors on requests and progress
Serve as backup for the Nova participant services line
Interpret plan documents regarding distributions and loans
Serve as backup for data entry
Continue training on loan, distribution, and other 401(k) issues
Remain up to date on Nova's cybersecurity procedures and training
Establish working relationships with vendors and plan sponsors
Perform other related duties as required

Requirements

What you’ll need

Bachelor’s degree
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
Must work from USA and be authorized to work for any US employer
Bilingual speaking is a plus
Knowledge of Corbel Documents & Pension Pro is a plus
Experience in the retirement industry is a plus
Industry experience is not required

Benefits

Comp & perks

Paid training
Necessary computer equipment supplied
Work from home
Pursue and attain NIPA's Distribution Administrator and Loan Administrator certificates