Retirement Plan Specialist

Job Summary

To support the administration of 401(k) plans, the full-time Retirement Plan Specialist will work remotely to review client documents, prepare annual reporting, and educate clients on their plans.

Key responsibilities

• Review documents submitted by clients for completeness and accuracy
• Prepare required 401(k) plan government filings, including IRS Form 5500
• Educate clients regarding the administration of their 401(k) plans and necessary reporting documents

Required qualifications

• Associate's or bachelor's degree in a related field or equivalent work experience preferred
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations 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