Retirement Plan Operations Specialist

Freddie Mac; BLOOMINGTON (MN); Remote; USD 48,000; Full time

Job summary

A leading company in financial services seeks a candidate for a remote position in 401(k) plan administration. The job includes client interaction, document review, and preparation of government filings. Join an inclusive workplace that offers competitive remuneration, opportunities for advancement, and a comprehensive benefits package.

Benefits

Comprehensive benefits package

Paid parental leave

Generous 401(k) match

3 weeks of Paid Time Off

11 Paid Holidays

Qualifications

• Proficiency in Microsoft Excel, Word, and Outlook required.
• Degree in related field or equivalent work experience preferred.
• Excellent communication skills necessary.

Responsibilities

• Work with clients for annual reporting of 401(k) plans.
• Review client-submitted documents for completeness.
• Prepare required government filings, including IRS Form 5500.

Skills

Communication

Attention to Detail

Problem Solving

Customer Service

Collaboration

Education

Associate's or Bachelor's Degree in related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $47,840 annually
- Opportunity for career advancement and growth within the organization, with over 20% of employees promoted in the last three years
- Work remotely from your home office, providing flexibility in your work environment
- Comprehensive benefits package, including health coverage, paid parental leave, and a generous 401(k) match
- Enjoy 3 weeks of Paid Time Off plus 11 Paid Holidays to ensure work-life balance
- Join an inclusive workplace that values employee voices and promotes equity and inclusion

What to Expect (Job Responsibilities):
- Work with clients to obtain necessary information for annual reporting of 401(k) plans
- Review client-submitted documents for completeness and accuracy
- Reconcile plans using Excel and administration software
- Prepare required government filings, including IRS Form 5500
- Educate clients on the administration of their 401(k) plans and associated documents

What is Required (Qualifications):
- Must be at least 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and a proactive approach to problem-solving
- Proficiency in Microsoft Excel, Word, and Outlook
- Associate's or bachelor's degree in a related field or equivalent work experience preferred

How to Stand Out (Preferred Qualifications):
- Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL Regulations
- Skills in customer service, organization, and collaboration
- Ability to work autonomously and be self-directed
- Commitment to creating an inclusive workplace where all employees feel empowered to speak up

#FinancialServices #RemoteWork #CareerGrowth #InclusiveCulture #401kAdministration

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