Job Openings >> 401(k) Distribution Specialist - Scottsdale, AZ
401(k) Distribution Specialist - Scottsdale, AZ
Summary
Title:401(k) Distribution Specialist - Scottsdale, AZ
ID:1081
Location:Scottsdale, AZ 85260
Description
Nova 401(k) Associates (www.nova401k.com) is a TPA firm headquartered in Houston, Texas with offices in Austin, Dallas and Scottsdale. We provide consulting and pension administration services for all types of qualified retirement plans including, 401(k), Profit Sharing, Cross-Tested and Defined Benefit, including Cash Balance Plans. 
 
The successful candidate will be expected to make regular progress passing the examinations required for NIPA Distribution Administrator and Loan Administrator Certificates.  In order to pass the three required exams, most individuals must invest time studying during personal time.  For additional information on the Distribution Administrator and Loan Administrator Certificate Program, please visit NIPA’s website at www.nipa.org.
 
Job Summary: This position will office in Houston, TX or Scottsdale, AZ. Completes all requests for loans, in-service and termination distributions, and all participant and plan sponsor inquiries associated with this task. Coordinates loan default reports, Minimum Required Distributions, and other related tasks. Tracks and reports on progress of all requests, gives information to participants, plan sponsors, and brokers as necessary. Training will be provided, but the successful candidate should be comfortable learning independently. Telecommuting is not available for this position. 
 
Duties and Responsibilities:
  • Prepares distribution packages to terminated employees;
  • Tracks vesting for all participants as necessary;
  • Identifies loan defaults and MRD from reports online or provided by plan sponsors;
  • Updates account managers, management, and plan sponsors as necessary on requests and progress;
  • Monitors ASC database for discrepancies in vesting;
  • Establishes solid working relationship with all vendors and plan sponsors to ensure open and accurate communication;
  • Pursue and attain NIPA’s Distribution Administrator and Loan Administrator Certificates;
  • Performs other related duties as required.
Knowledge, Skills, and Abilities and Qualifications:
  • No experience required;
  • Bachelor’s degree required;
  • Bilingual speaking a plus;
  • Knowledge of modern office procedures and methods including telephone communications, office systems, and record keeping;
  • Working knowledge or ability to quickly grasp concepts of reading, reviewing, and understanding plan documents;
  • Knowledge of modern business communication, including style and format of letters, memorandum, minutes, and reports;
  • Skill to use a personal computer and proficiency in MS Excel and MS Word;
  • Ability to establish priorities, work independently, and proceed with objectives without supervision.
  • Ability to handle and resolve recurring problems;
  • Superior organizational and coordination skills;
  • Flexibility, adaptability and ability to multi-task.
This opening is closed and is no longer accepting applications
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