Retirement Plan Specialist

Job Summary

A company is looking for a Retirement Plan Operations Specialist.

Key Responsibilities

• Work with clients to obtain necessary information for annual reporting
• Review documents submitted by clients for completeness and accuracy
• Prepare required 401(k) plan government filings, including the IRS Form 5500

Required Qualifications and Education

• Must be 18 years of age
• 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 using Microsoft Excel, Word, and Outlook
• Able to work in an autonomous environment as a self-directed worker