Retirement Plan Specialist

Job Summary

Working remotely in a full-time capacity, the Retirement Plan Specialist will manage the administration, testing, and reporting of 401(k) plans while ensuring clients are informed and supported throughout the process.

Key responsibilities

• Obtain necessary information from clients to prepare annual reporting and review submitted documents for accuracy
• Utilize administration software to complete 401(k) testing and prepare required government filings, including IRS Form 5500
• Educate clients about their 401(k) plans and maintain proactive communication during the reporting 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 pass a background check and meet work-from-home requirements