Idaho Licensed Retirement Specialist

Job Summary

To support a growing team, the full-time Idaho Licensed Retirement Specialist will manage the administration, testing, and reporting of 401(k) plans while working remotely and assisting clients with necessary documentation and compliance requirements.

Key responsibilities

• Review client-submitted documents for accuracy and completeness while obtaining necessary information for annual reporting
• Utilize administration software to conduct 401(k) testing and prepare government filings, including IRS Form 5500
• 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, such as benefits administration or compliance support
• Proficiency in Microsoft Excel, Word, and Outlook
• Preferred direct experience in retirement-plan operations, including 401(k) administration and year-end reporting
• 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