Retirement Plan Operations Specialist

We are excited to offer a fully remote position with a reputable and thriving company. As a Retirement Plan Operations Specialist, you will assist entrepreneurs nationwide in achieving their dreams of launching their own businesses and make a meaningful impact on their success and your own career path.

Requirements

• Review documents submitted by clients for completeness and accuracy
• Reconcile plans with only rollovers and plan stock using Excel and administration software
• Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software

Benefits

• Comprehensive health coverage
• Competitive salary
• Paid parental leave
• Generous 401k match
• 3 weeks of Paid Time Off
• 11 Paid Holidays