Idaho Licensed Retirement Specialist

Job Summary

A company is looking for a Retirement Plan Operations Specialist to assist in the administration and reporting of 401(k) plans.

Key Responsibilities

• Work with clients to gather necessary information for annual reporting
• Review client-submitted documents for completeness and accuracy
• Prepare required government filings, including the IRS Form 5500, and educate clients on their 401(k) plans

Required Qualifications

• Must be at least 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
• Proficiency in Microsoft Excel, Word, and Outlook
• Ability to work autonomously in a remote environment