Retirement Operations Associate (Fully Remote)

Jocelyn Pension Consulting; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

Jocelyn Pension Consulting is seeking a detail-oriented 401(k) administrator to support day-to-day plan administration and participant transactions. You will handle loans, distributions, rollovers, terminations, and RMDs while maintaining accurate cash reconciliations.

Provide clear communication of plan rules to sponsors and participants in a collaborative environment within Strongpoint Partners’ trusted network.

Qualifications

• Strong math, analytical, and communication skills with Excel and Word proficiency.
• Ability to manage multiple priorities and work independently in a fast-paced setting.

Responsibilities

• Support day-to-day administration of 401(k) retirement plans with a focus on participant transactions.
• Process loans, distributions, hardship withdrawals, rollovers, terminations, and RMDs.
• Prepare daily cash reconciliations and ensure timely resolution of discrepancies.
• Communicate plan rules and requirements clearly to clients.

Skills

Math & Analytics

Excel

Communication

Organizational skills

Attention to detail

Tools

Excel

Word

Job description

• Support day-to-day administration of 401(k) retirement plans with a focus on participant transactions.
• Provide exceptional service to plan sponsors and participants in a collaborative environment.

Key Responsibilities:

• Process loans, distributions, hardship withdrawals, rollovers, terminations, and RMDs.
• Prepare daily cash reconciliations and ensure timely resolution of discrepancies.
• Communicate plan rules and requirements clearly to clients.

Qualifications:

• Strong math, analytical, and communication skills with Excel and Word proficiency.
• Ability to manage multiple priorities and work independently in a fast-paced setting.

Jocelyn Pension Consulting helps growing small businesses establish and administer 401(k) retirement plans with personalized service. It is part of Strongpoint Partners, an Inc. 5000 honoree and certified Great Place to Work.