Florida Retirement Plan Specialist

Job Summary

To support the administration of 401(k) plans, the full-time Florida Retirement Plan Specialist will manage document reviews, client communications, and government filings while working remotely.

Key responsibilities

• Work with clients to gather necessary information for annual reporting and prepare required government filings
• Review client-submitted documents for completeness and accuracy, and reconcile plans using Excel and administration software
• Educate clients on the administration of their 401(k) plans and maintain proactive communication throughout the reporting process

Required qualifications

• 1 to 5 years of experience in back-office financial operations, including benefits administration or compliance support
• Proficiency in Microsoft Excel, Word, and Outlook
• Preferred direct experience in retirement-plan operations, including 401(k) administration and compliance testing
• Associate's or bachelor's degree in business, finance, or a related field, or equivalent work experience
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred