Experienced Retirement Plan Distribution Specialist
你是一个细节专业人士，喜欢帮助人们，管理金融交易，确保工作第一次准确完成吗？诺瓦 401 ((k) 协会正在寻找一个经验丰富的退休计划分销专家加入我们不断增长的远程团队。在这个角色中，你将处理退休计划分配和贷款，与参与者和计划赞助商沟通，并协助确保退休交易得到精确有效地完成。职责：· 从头到尾处理退休方案分发和贷款请求 ·审查准确性和完整性的文件 · 准备配资和贷款包，包括对适用计划的权益验证 ·确定贷款违约情况和最低分配 (RMD) · 与参与者，计划赞助商，财务顾问以及记录员进行沟通关于请求和状态更新 · 研究并解决参与者和客户询问 · 在内部系统中保持精确的记录和工作流更新 ·作为支持参与者的电话服务的备份 ·根据需要协助数据输入和其他运营支持功能 ·维护退休计划分布和贷款条款的理解 · 完成行业认证，包括 NIPA 的分销管理员和贷款管理员计划 · 保持网络安全，合规性和公司程序的最新信息 · 与计划赞助商，供应商和内部团队成员建立牢固的工作关系 · 按要求履行其他相关职责资格：· 五 (5) 年或以上经验处理退休计划分配和贷款 · 双语候选人鼓励申请 · 对细节和组织技能高度关注 · 优秀的书面和口头沟通能力 · 在远程环境中独立工作的能力 · 强大的时间管理和优先级化技巧 · 经验与 PensionPro,Corbel 或类似的退休计划管理系统加上补偿和福利：·基本小时薪水：每小时27美元至32美元，根据经验和资格 ·有报酬的培训和专业发展工作地点/时间：· 从家工作·必须从美国工作并获得任何美国雇主的工作授权 · 我们将提供所有必要的计算机设备 · 每周40小时工作时间，8个小时工作日，星期一到星期五我们收到了。我们听取。我们沟通。点击这里来查看我们的隐私政策
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Are you a detail-oriented professional who enjoys helping people, managing financial transactions, and ensuring work is completed accurately the first time?
Nova 401(k) Associates is seeking an ExperiencedRetirement Plan Distribution Specialist to join our growing remote team. In this role, you will process retirement plan distributions and loans, communicate with participants and plan sponsors, and help ensure retirement transactions are completed accurately and efficiently.
Job Responsibilities:
- 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
- Qualifications:
- 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
Compensation and Benefits:
- Base Hourly Pay: $27-$32 per hour, based on experience and qualifications
- Paid training and professional development
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
- 40 hour work week, 8 hours per day, Monday-Friday
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Originally posted on Himalayas