Missouri Licensed Retirement Specialist

Job Summary

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

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, and prepare required government filings, including IRS Form 5500
• Utilize administration software to conduct 401(k) testing and reporting, and maintain communication with clients throughout the reporting process

Required qualifications

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