Retirement Plan Specialist

Job Summary

A company is looking for a Retirement Plan Operations Specialist.

Key Responsibilities

• Work with clients to gather information for annual reporting and prepare necessary government filings
• Review client-submitted documents for accuracy and completeness, and reconcile plans using Excel and administration software
• Educate clients on 401(k) plan administration and maintain proactive communication throughout the reporting process

Required Qualifications

• Must be at least 18 years old
• Associate's or bachelor's degree in a related field or equivalent work experience preferred
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred
• Proficiency in Microsoft Excel, Word, and Outlook
• Ability to work autonomously in a remote environment