Retirement Plan Operations Specialist

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US. The position involves assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses and 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

• 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

Benefits

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