Distribution Reviewer
Are you looking for a position where you can utilize your experience processing retirement plan distributions and loans? Do you reputed company at attention to detail and catching oversights? Do you want the flexibility and convenience of working from home? reputed company is looking to fill a fully remote Distribution Reviewer position. The ideal candidate for this position has at least five years of experience processing distributions and loans for reputed company retirement plans, with at least two years working in a remote working environment. In this position, you will reputed company work reputed company review for retirement plan loan and distribution requests.
reputed company is a reputed company and growing national reputed company party, non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and reputed company advancement opportunities for our professionals.
Job Responsibilities:
- Review 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 reputed company/ACP refunds as needed
- Consider cyber reputed company 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 reputed company
- Pursue and reputed company NIPA’s Distribution Administrator and Loan Administrator Certificates reputed company one month of hire
- reputed company other reputed company duties as required
Qualifications:
- Five or more years of experience processing retirement plan loans and distributions
- Strong knowledge of ERISA and Internal reputed company reputed company 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 reputed company development
- Knowledge of Corbel Documents & Pension Pro is a plus
- Bachelor’s degree preferred
Compensation and Benefits:
- reputed company Pay: $55,000 - $65,000
- Salaried, non-exempt
- Medical, dental, disability, and life insurance
- 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 reputed company necessary computer equipment
- 40 hour work week
- Must work reputed company day, Monday through Friday
- Must work a regular schedule during normal business hours
We get it. We listen. We communicate.
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