Retirement Plan Operations Specialist
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Job Summary
To support the administration of 401(k) plans, the full-time Retirement Plan Operations Specialist will work remotely to review client documents, prepare necessary government filings, and educate clients on plan administration.
Key responsibilities
- Review documents submitted by clients for completeness and accuracy
- Prepare required 401(k) plan government filings, including IRS Form 5500
- Communicate with clients to obtain necessary information and provide updates during the reporting process
Required qualifications
- 1 to 5 years of experience in back-office financial operations, preferably in retirement plan administration
- Proficiency in Microsoft Excel, Word, and Outlook
- Experience with document review and transaction processing
- Associate's or bachelor's degree in business, finance, or a related field, or equivalent work experience
- Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred
Complete Job Description
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