Texas Licensed Retirement Specialist

Job Summary

A company is looking for a Retirement Plan Operations Specialist.

Key Responsibilities

• Work with clients to obtain necessary information for annual reporting
• Review documents for completeness and accuracy, and reconcile plans using Excel and administration software
• Prepare required government filings for 401(k) plans, including 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 autonomously in a remote environment
• Must pass a background check and meet work from home requirements