Kansas Retirement Plan Specialist

Job Summary

As a fully remote, full-time Kansas Retirement Plan Specialist, the successful candidate will manage the administration, testing, and reporting of 401(k) plans, ensuring compliance and accuracy while providing support to clients throughout the year-end reporting process.

Key responsibilities

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

Required qualifications

• 1 to 5 years of experience in back-office financial operations, such as benefits administration or compliance testing
• Proficiency in Microsoft Excel, Word, and Outlook
• Preferred direct experience with 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