A company is looking for a Distributions Reviewer position.
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 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 Flexibility and adaptability to multi-task effectively Bachelor's degree preferred