Remote Distribution Reviewer

Job Summary

A company is looking for a Distribution Reviewer to process retirement plan distributions and loans.

Key Responsibilities:

• Review distribution and loan packages, including vesting verifications
• Handle complicated distributions such as QDROs, death benefits, and Roth conversions
• Update account managers and plan sponsors on requests and progress

Required Qualifications:

• Five or more years of experience processing retirement plan loans and distributions
• Strong knowledge of ERISA and Internal Revenue Code regulations specific to distributions
• Ability to work independently and establish priorities without supervision
• Flexibility, adaptability, and ability to multi-task
• Bachelor's degree preferred