Are you looking for a position where you can utilize your experience processing retirement plan distributions and loans? Do you excel at attention to detail and catching oversights? Do you want the flexibility and convenience of working from home?
Administrative Fiduciary Services is looking to fill a full-time, fully remote Distribution Reviewer position. The ideal candidate for this position has at least five years of experience processing distributions and loans for qualified retirement plans, with at least two years working in a remote working environment. In this position, you will provide work quality review for retirement plan loan and distribution requests.
Job Responsibilities:
- Review of 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 ADP/ACP refunds as needed
- Consider cyber security 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 progress
- Assist in training and mentoring of junior staff members throughout the year
- Pursue and attain NIPA’s Distribution Administrator and Loan Administrator Certificates within one month of hire
- Perform other related duties as required
Qualifications:
- Five or more years of experience processing retirement plan loans and distributions
- Strong knowledge of ERISA and Internal Revenue Code 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 professional development
- Knowledge of Corbel Documents & Pension Pro is a plus
- Bachelor’s degree preferred
Compensation and Benefits:
- Base Salary $60,000 - $65,000
- Salaried, non-exempt
- Medical, dental, disability, and life insurance
- Paid time off
- 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 all necessary computer equipment
- Must work a regular schedule during normal business hours (7:30 am – 4 pm)
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