Retirement Plan Specialist

Job Summary

As a fully remote Retirement Plan Specialist, the successful candidate will manage the administration, testing, and reporting of 401(k) plans, ensuring accuracy and compliance while providing client education and support.

Key responsibilities

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

Required qualifications

• Associate's or bachelor's degree in a related field or equivalent work experience preferred
• Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred
• Proficiency in Microsoft Excel, Word, and Outlook
• Ability to work autonomously in a remote environment
• Must pass a background check and meet work-from-home requirements