Retirement Plan Specialist

Job Summary

As a full-time, fully remote Retirement Plan Specialist, the candidate will manage the administration, testing, and reporting of 401(k) plans, ensuring client documents are accurate and complete while providing education on plan requirements and government filings.

Key responsibilities

• Review client documents for accuracy and completeness, preparing annual reporting
• Utilize administration software for 401(k) testing and reporting, including IRS Form 5500 filings
• Communicate proactively with clients, providing updates and education on their 401(k) plans

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 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