Retirement Plan Specialist

Company: VirtualVocations
Location: Salem
Posted on: November 19, 2024

Job Description:

A company is looking for a Retirement Plan Specialist to administer and support 401(k) plans.

Key Responsibilities

Review client-submitted documents for completeness and accuracy
Prepare required 401(k) plan government filings, including IRS Form 5500
Educate clients on the administration of their 401(k) plans and related documents

Required Qualifications, Training, and Education

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 preferred
Proficiency in Microsoft Excel, Word, and Outlook
Ability to work autonomously in a remote environment

Keywords: VirtualVocations, Hillsboro , Retirement Plan Specialist, Other , Salem, Oregon

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