Louisiana Retirement Plan Specialist

Job Summary

As a fully remote opportunity, the Retirement Plan Operations Specialist will manage the administration, testing, and reporting of 401(k) plans while providing support to clients and ensuring compliance with government filings.

Key responsibilities

• Work with clients to gather necessary information for annual reporting and prepare required government filings, including IRS Form 5500
• Review client-submitted documents for accuracy and completeness while reconciling 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, preferably in benefits administration or retirement plan operations
• Proficiency in Microsoft Excel, Word, and Outlook
• Direct experience with 401(k) or IRA administration, including compliance testing and year-end reporting
• Associate's or bachelor's degree in a related field such as business or finance, or equivalent work experience
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred