We are recruiting a Retirement Plan Operations Specialist to work from the comfort of your own home. The position involves assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses. You will take the first step down the path of learning the full process of what it takes to administer, test and report 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
- 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
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off plus 11 Paid Holidays
- Comprehensive health coverage with a free premium option
