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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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      We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."
  • About the company

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