Retirement Plan Specialist

Job Summary

Working remotely in a full-time capacity, the Retirement Plan Operations Specialist will manage the administration, testing, and reporting of 401(k) plans while engaging with clients to ensure accurate documentation and compliance with government filings.

Key responsibilities

• Review client-submitted documents for accuracy and completeness while preparing annual reporting
• Utilize administration software to conduct 401(k) testing and prepare required government filings, including IRS Form 5500
• Educate clients on the administration of their 401(k) plans and maintain proactive communication throughout the reporting process

Required qualifications

• 1 to 5 years of experience in back-office financial operations, preferably in benefits administration or compliance testing
• Proficiency in Microsoft Excel, Word, and Outlook
• Direct experience with retirement-plan operations, including 401(k) administration and year-end reporting
• Associate's or bachelor's degree in business or finance, or equivalent work experience
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred