North Carolina 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 engaging with clients to ensure accurate document review and 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 completeness and accuracy, and reconcile plans using Excel and administration software
• Prepare required government filings, including IRS Form 5500, and conduct 401(k) testing and reporting

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, compliance testing, or year-end reporting is preferred
• Associate's or bachelor's degree in business, finance, or a related field, or equivalent work experience is preferred
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred