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Remote Distributions Reviewer

Company: VirtualVocations
Location: Minneapolis
Posted on: January 21, 2025

Job Description:

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



Key Responsibilities:

Review distribution and loan packages, including vesting verifications
Handle complex distributions such as QDROs, death benefits, and Roth conversions
Assist in training and mentoring junior staff members


Required Qualifications:

Five or more years of experience processing retirement plan loans and distributions
Strong knowledge of ERISA and Internal Revenue Code specific to distributions
Ability to work independently and establish priorities
Superior organizational and coordination skills
Bachelor's degree preferred

Keywords: VirtualVocations, St. Paul , Remote Distributions Reviewer, Professions , Minneapolis, Minnesota

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