This is a fantastic opportunity to work from the comfort of your own home as a Retirement Plan Operations Specialist. We are a fully remote company recruiting in select states across the US. As a Retirement Plan Specialist, you will learn the full process of administering, testing, and reporting on 401(k) plans.
Requirements
- Work with clients to obtain necessary information to prepare the annual reporting
- Review documents submitted by clients for completeness and accuracy
- Reconcile plans with only rollovers and plan stock using Excel and administration software
- Utilize administration software to complete 401(k) testing and reporting
- Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software
- Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents
Benefits
- Comprehensive health coverage
- Competitive salary
- Paid parental leave
- Generous 401k match
- Three weeks of Paid Time Off
- Eleven Paid Holidays
- Flexible work arrangements
- Award-winning culture
