Idaho Licensed Retirement Specialist

A company is looking for a Retirement Plan Operations Specialist to assist in the administration and reporting of 401(k) plans.

Key Responsibilities

Work with clients to gather necessary information for annual reporting

Review client-submitted documents for completeness and accuracy

Prepare required government filings, including the IRS Form 5500, and educate clients on their 401(k) plans

Required Qualifications

Must be at least 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 is preferred

Proficiency in Microsoft Excel, Word, and Outlook

Ability to work autonomously in a remote environment