This is a fantastic opportunity to work from the comfort of your own home! As a Retirement Plan Operations Specialist, you will work with clients to obtain necessary information to prepare the annual reporting, review documents submitted by clients for completeness and accuracy, and reconcile plans with only rollovers and plan stock using Excel and administration software.
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
- Make outgoing reminder calls and send emails to clients during the plan year reporting process
- 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 (with a free premium option)
- Competitive salary
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off plus 11 Paid Holidays
- Flexible Work Arrangements
- An Amazing Culture
- Empowering Equity and Inclusion
