Texas Licensed Retirement Specialist

Job Summary

A company is looking for a Retirement Plan Operations Specialist.

Key Responsibilities

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

Required Qualifications

• Must be at least 18 years old
• 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 preferred
• Adequate math and analytical skills
• Ability to work autonomously in a remote environment