Retirement Plan Specialist
A company is looking for a Retirement Plan Operations Specialist.
Key Responsibilities
Work with clients to gather necessary information for annual reporting
Review client-submitted documents for completeness and accuracy
Prepare required government filings for 401(k) plans, including the IRS Form 5500
Required Qualifications
Must be 18 years of age
Associate's or bachelor's degree in a related field or equivalent work experience preferred
Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred
Ability to work in an autonomous environment
Must pass a background check and meet work from home requirements