Retirement Plan Operations Specialist
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Job Summary
Assisting clients with the administration and reporting of 401(k) plans, the full-time Retirement Plan Operations Specialist will work remotely to review documents, prepare government filings, and educate clients on their retirement plans.
Key responsibilities
- Review client-submitted documents for accuracy and completeness while preparing annual reporting
- Utilize administration software to conduct 401(k) testing and prepare required government filings, including IRS Form 5500
- Communicate proactively with clients to gather necessary information and provide updates throughout the reporting process
Required qualifications
- 1 to 5 years of experience in back-office financial operations, preferably in retirement-plan operations
- Proficiency in Microsoft Excel, Word, and Outlook
- Preferred experience with document review, reconciliation, and compliance testing
- Associate's or bachelor's degree in business or finance, or equivalent work experience
- Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred
Complete Job Description
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