Virginia Retirement Plan Specialist

Job Summary

As a fully remote Retirement Plan Operations Specialist, the candidate will manage the administration, testing, and reporting of 401(k) plans, including reviewing client documents, preparing government filings, and educating clients on their plans.

Key responsibilities

• Work with clients to obtain necessary information for annual reporting and review submitted documents for accuracy
• Utilize administration software to complete 401(k) testing and reporting, including preparing IRS Form 5500
• Make outgoing reminder calls and emails to clients during the plan year reporting process

Required qualifications

• 1 to 5 years of experience in back-office financial operations, such as benefits administration or compliance support
• Proficiency in Microsoft Excel, Word, and Outlook
• Preferred direct retirement-plan operations experience, including 401(k) or IRA administration
• Experience with document review and reconciliation as daily job responsibilities
• Associate's or bachelor's degree in a related field or equivalent work experience preferred