Retirement Plan Operations Specialist
Get new jobs like this one by email. Create a free account for job alerts and to save the jobs you like.
Job Summary
To support the administration of 401(k) plans, the full-time Retirement Plan Operations Specialist will work remotely to review client documents, ensure compliance, and assist clients with year-end reporting requirements.
Key responsibilities
- Review and reconcile client documents for accuracy and completeness
- Prepare and file annual government reports, including IRS Form 5500
- Educate clients on the administration of their 401(k) plans and necessary documentation
Required qualifications
- 1 to 5 years of experience in back-office financial operations or related fields
- Proficiency in Microsoft Excel, Word, and Outlook
- Direct experience with retirement-plan operations, including 401(k) or IRA administration
- Associate's or bachelor's degree in business, finance, or a related field is preferred
- Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred
Complete Job Description
The complete job description is available to members. Premium membership includes:
Full access to 39,098 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
Wikipedia Wikipedia URL
The company description is available to members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
