Retirement Plan Specialist (401(K) plan experience, US Account)

ROLE SUMMARY

Our client is looking for a Retirement Plan Specialist. This position is the first step down the path of learning the full process of what it takes to administer, test, and report on 401(k) plans. Through accelerated learning, in-depth training, and practical experience, the Retirement Plan Specialist will quickly grow from document review to administering basic plans. This role will review documents submitted by the clients, proactively keep them updated on progress, and help them understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return.

WORK SCHEDULE: 8:00 AM – 5:00 PM Mountain Standard Time (11:00 PM – 8:00 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS:

• Work with clients to obtain the 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 401(k) plan documents
• Share knowledge and explain complex topics simply
• Training on concepts for a Retirement Plan Administrator I
• Performs other duties as required

QUALIFICATIONS:

• Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred
• Complete continuing education based upon current certifications
• Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred
• Skills in customer service, organization, and collaboration
• Proficiency in using Microsoft Excel, Word, and Outlook
• Adequate math and analytical skills
• Excellent verbal and written communication skills
• Meticulous attention to detail and proactive approach to problem solving
• Tech savvy and has high attention to detail
• Ability to work in an autonomous environment where you can be a self-directed worker
• Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen

What awaits you upon securing the position?

• Attractive compensation
• Assured allowances
• Leave credits
• Overtime Pay
• Night differential benefits
• Comprehensive health and life insurance upon hiring, covering one free dependent
• Special anniversary incentives
• 13th-month salary bonus
• We provide the necessary equipment!

Other Details

• Full Time
• Permanent WFH set-up

Job Type: Full-time

Benefits:

• Health insurance
• Life insurance

Schedule:

• 8 hour shift