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