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 learn the full process of administering, testing, and reporting on 401(k) plans and work with clients to prepare annual reporting, reconcile plans, and educate clients on their 401(k) plan administration.
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
Benefits
- Comprehensive health coverage
- Competitive salary
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off
- 11 Paid Holidays
