Retirement Plan Operations Specialist

This is a fully remote position with a reputable and thriving company where you will assist entrepreneurs nationwide in achieving their dreams of launching their own businesses. You will work from the comfort of your own home and have the opportunity to 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
• 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

Benefits

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