Retirement Plan Distribution Specialist

Nova 401(k) Associates

. Process retirement plan distribution and loan requests from start to finish .

Posted 10/16/2026full-timeRemote • United StatesMid-LevelSenior💰 $27 - $32 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in processing retirement plan distributions and loans, ensuring accuracy and compliance while maintaining strong communication with stakeholders. Proficient in managing participant inquiries and maintaining detailed records within retirement plan administration systems.

Highest-signal resume keywords

Retirement Plan Distribution ProcessingLoan Request ManagementAttention To DetailBilingual CommunicationPensionPro Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan AdministrationLoan Default IdentificationVesting VerificationData EntryWorkflow Management

Soft Skills

Organizational SkillsWritten CommunicationVerbal CommunicationTime ManagementIndependent Work

Tools & Technologies

PensionProCorbelInternal Systems

Certifications & Qualifications

NIPA Distribution AdministratorNIPA Loan Administrator

Industry Keywords

Retirement Plan ProvisionsComplianceCybersecurityParticipant ServicePlan Sponsors

Tech Stack

Tools & technologies

Cyber Security

About the role

Key responsibilities & impact

Process retirement plan distribution and loan requests from start to finish
Review documentation for accuracy and completeness
Prepare distribution and loan packages, including vesting verification for applicable plans
Identify loan defaults and Required Minimum Distributions (RMDs)
Communicate with participants, plan sponsors, financial advisors, and recordkeepers regarding requests and status updates
Research and resolve participant and client inquiries
Maintain accurate records and workflow updates within internal systems
Serve as a backup for participant service phone support
Assist with data entry and other operational support functions as needed
Maintain an understanding of retirement plan distribution and loan provisions
Complete industry certifications, including NIPA's Distribution Administrator and Loan Administrator programs
Stay current on cybersecurity, compliance, and company procedures
Build strong working relationships with plan sponsors, vendors, and internal team members
Perform other related duties as required

Requirements

What you’ll need

Five (5) or more years of experience processing retirement plan distributions & loans
Bilingual candidates are encouraged to apply
Strong attention to detail and organizational skills
Excellent written and verbal communication abilities
Ability to work independently in a remote environment
Strong time-management and prioritization skills
Experience with PensionPro, Corbel, or similar retirement plan administration systems a plus
Must work from USA and be authorized to work for any US employer

Benefits

Comp & perks

Paid training and professional development
Necessary computer equipment supplied
40-hour work week, 8 hours per day, Monday-Friday