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 compliance and accuracy while providing exceptional client support.

Key responsibilities

• Work with clients to gather necessary information for annual reporting and educate them on 401(k) plan administration
• Review client-submitted documents for completeness and accuracy, and prepare required government filings, including IRS Form 5500
• Utilize administration software to conduct 401(k) testing and reporting, making proactive communication with clients throughout the process

Required qualifications

• Associate's or bachelor's degree in a related field (business, finance, etc.) 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