Retirement Plan Specialist

Location: Remote
Compensation: Salary
Staff Reviewed: Mon, Feb 05, 2024
This job expires in: 11 days

Job Summary

A company is looking for a Retirement Plan Specialist, a fully remote position responsible for administering, testing, and reporting on 401(k) plans.

Key Responsibilities:
  • Obtain necessary information from clients to prepare annual reporting
  • Review client-submitted documents for accuracy and completeness
  • Utilize administration software to complete 401(k) testing and reporting

Required Qualifications:
  • Associate's or bachelor's degree in a related field or equivalent work experience preferred
  • Proficiency in Microsoft Excel, Word, and Outlook
  • Basic knowledge of 401(k) plan structure and IRS/DOL Regulations preferred
  • Ability to work autonomously and in a self-directed manner
  • Must meet work from home requirements, including a home office and high-speed internet

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