Remote Distributions Reviewer
Company: VirtualVocations
Location: North Hollywood
Posted on: January 23, 2025
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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, Los Angeles , Remote Distributions Reviewer, Professions , North Hollywood, California
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