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Retirement Plan Specialist
Pay$23.00 / hour
LocationLake Charles/Louisiana
Employment typeFull-Time
This job is now closed
Job Description
- Req#: D4C547217F
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $47,840 annually
- Opportunity for career advancement with over 20% of the organization promoted in the last three years
- Flexible work arrangements, allowing you to work from home
- Comprehensive benefits including health coverage, paid parental leave, and a generous 401k match
- Supportive and inclusive company culture that values employee voices
- Ongoing training and development to expand your knowledge and skills
What to Expect (Job Responsibilities):
- Work with clients to gather necessary information for preparing annual 401(k) reporting
- Review client-submitted documents for completeness and accuracy
- Reconcile retirement plans using Excel and administration software
- Utilize administration software for 401(k) testing and reporting
- Prepare required government filings, including the IRS Form 5500
What is Required (Qualifications):
- Must be 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and proactive problem-solving skills
- Proficiency in Microsoft Excel, Word, and Outlook
- Associate's or bachelor's degree in a related field or equivalent work experience preferred
How to Stand Out (Preferred Qualifications):
- Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations
- Ability to work autonomously in a remote environment
- Experience in customer service and collaboration skills
#FinancialServices #RemoteWork #CareerOpportunity #401kPlans #EmployeeWellness
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