Retirement Plan Operations Specialist

This is a fantastic opportunity to work from the comfort of your own home 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

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