Retirement Plan Operations Specialist - Winston-Salem

Only for registered members Winston-Salem, United States

1 week ago

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Job summary

This is a fantastic opportunity to work from the comfort of your own home We are excited to offer a fully remote position with a reputable and thriving company Currently we are recruiting in select states across the US AZ FL GA ID KS LA MI MN NC NE TX UT VA MO OK The wage for this position is $23.55 per hour equivalent to an annual salary of $49 ,000 Please apply to only one location only per role As a fully remote company we post to multiple locations Applying for more than one location could result in receiving multiple communications around a position

Responsibilities

Work with clients to obtain necessary information to prepare the annual reporting Review documents submitted by clients for completeness and accuracy Reconcile plans with only rollovers and plan stock using Excel and administration software Utilize administration software to complete 401(k) testing and reporting Make outgoing reminder calls and send emails to clients during the plan year reporting process Prepare required 401(k) plan government filings including the IRS Form 5500 using filing software Educate clients regarding the administration of their 401(k) plan and Extra Tasks Share knowledge and explain complex topics simply Training on concepts for a Retirement Plan Administrator I Performs other duties as required


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