Retirement Plan Specialist

Job Summary

As a fully remote Retirement Plan Specialist, the successful candidate will manage client communications, review documents for 401(k) plan administration, and prepare necessary government filings, all while working full-time from home.

Key responsibilities

• Work with clients to gather information for annual reporting and educate them on 401(k) plan administration
• Review client-submitted documents for accuracy and completeness, and reconcile plans using Excel and administration software
• Prepare required government filings, including the IRS Form 5500, and maintain proactive communication with clients throughout 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 be 18 years of age and pass a background check