Retirement Plan Specialist

Job Summary

A company is looking for a Retirement Plan Operations Specialist.

Key Responsibilities

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

Required Qualifications

• 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
• Ability to work in an autonomous environment
• Must pass a background check and meet work from home requirements