Michigan Licensed Retirement Specialist

Job Summary

To support the administration of 401(k) plans, the full-time Michigan Licensed Retirement Specialist will manage client interactions, document reviews, and year-end reporting processes in a fully remote environment.

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 accuracy and completeness while reconciling plans using Excel and administration software
• Prepare required government filings, including the IRS Form 5500, and perform 401(k) testing and reporting

Required qualifications

• 1 to 5 years of experience in back-office financial operations, particularly in benefits administration or compliance testing
• Proficiency in Microsoft Excel, Word, and Outlook
• Direct experience with retirement plan operations, including 401(k) or IRA administration, 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