Retirement Plan Distribution Specialist

Nova 401(k) Associates

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

Posted 9/29/2026full-timeRemote • United StatesJuniorMid-Level💰 $23 - $25 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 with industry standards. Strong communication and organizational skills facilitate effective collaboration with participants, plan sponsors, and internal teams.

Highest-signal resume keywords

Retirement Plan AdministrationAttention To DetailExcellent Communication SkillsPensionPro ExperienceNIPA Certifications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan Distribution ProcessingLoan Request ProcessingDocumentation ReviewData EntryVesting VerificationLoan Default IdentificationRequired Minimum Distributions (RMDs)Workflow Management

Soft Skills

Organizational SkillsTime ManagementIndependent Work

Tools & Technologies

PensionProCorbel

Certifications & Qualifications

NIPA Distribution AdministratorNIPA Loan Administrator

Industry Keywords

Financial ServicesBenefits AdministrationInsuranceComplianceCybersecurity

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 working relationships with plan sponsors, vendors, and internal team members
Perform other related duties as required

Requirements

What you’ll need

Bachelor’s degree or 2+ years of professional experience in financial services, benefits administration, insurance, or a similar detail-oriented operations role
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 retirement plan administration is a plus
Must work from USA and be authorized to work for any US employer
Ability to work a 40-hour week, 8 hours per day, Monday-Friday

Benefits

Comp & perks

Paid training
Ongoing professional development opportunities
All necessary computer equipment supplied