Retirement Plan Specialist

Job Summary

As a full-time, fully remote Retirement Plan Specialist, the successful candidate will manage the administration, testing, and reporting of 401(k) plans, ensuring compliance and effective communication with clients throughout the process.

Key responsibilities

• Work with clients to gather necessary information for annual reporting and government filings
• Review submitted documents for accuracy and completeness while reconciling plans using Excel and administration software
• Educate clients on the administration of their 401(k) plans and prepare required filings, including IRS Form 5500

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 be at least 18 years of age and pass a background check