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Minnesota Licensed Retirement Plan Specialist

9/20/2025

Not specified

Job Summary

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 accuracy and completeness
  • Prepare required government filings and educate clients on their 401(k) plans
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
  • Proficiency in Microsoft Excel, Word, and Outlook
  • Ability to work autonomously in a remote environment

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