Georgia Licensed Retirement Specialist

Job Summary

As a fully remote opportunity, the Georgia Licensed Retirement Specialist will manage the administration, testing, and reporting of 401(k) plans, working closely with clients to ensure compliance and accuracy in their retirement plan documentation.

Key responsibilities

• Work with clients to gather necessary information for annual reporting and educate them on 401(k) plan administration
• Review client-submitted documents for completeness and accuracy, and reconcile plans using Excel and administration software
• Prepare required government filings, including IRS Form 5500, and maintain communication with clients throughout the reporting process

Required qualifications

• 1 to 5 years of experience in back-office financial operations, preferably in benefits administration or retirement plan operations
• Proficiency in Microsoft Excel, Word, and Outlook
• Direct experience with 401(k) or IRA administration, compliance testing, or year-end reporting is preferred
• Associate's or bachelor's degree in business or finance, or equivalent work experience, is preferred
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred