Remote Jobs
Retirement Plan Specialist
This job is now closed
Job Description
- Req#: 7BD696CBD7
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $47,840 annually
- Opportunity for career advancement with over 20% of employees promoted in the last three years
- Enjoy comprehensive health coverage and a generous 401k match
- Work remotely from your home office with flexible work arrangements
- Join an inclusive company culture that values employee voices and offers ongoing training
What to Expect (Job Responsibilities):
- Work with clients to obtain necessary information for annual reporting
- Review documents submitted by clients for completeness and accuracy
- Utilize administration software to complete 401(k) testing and reporting
- Prepare required government filings, including the IRS Form 5500
- Educate clients on the administration of their 401(k) plans and relevant documents
What is Required (Qualifications):
- Must be 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and proactive problem-solving approach
- Proficiency in Microsoft Excel, Word, and Outlook
- Associate's or bachelor's degree in a related field or equivalent work experience
How to Stand Out (Preferred Qualifications):
- Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL Regulations
- Skills in customer service, organization, and collaboration
- Ability to work autonomously in a remote environment
- Commitment to creating an inclusive workplace
- Adequate math and analytical skills
#FinancialServices #RemoteWork #CareerDevelopment #InclusiveCulture #401kAdministrationAbout the company
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