Retirement Plan Operations Specialist

Freddie Mac; Duluth (MN); Remote; USD 47,000 - 56,000; Full time

Job summary

A leading financial services company is seeking a detail-oriented professional to manage 401(k) plan administration. This role involves client interaction, document review, and compliance reporting. The company offers a competitive salary, comprehensive health coverage, and opportunities for career advancement in a flexible and inclusive work environment.

Benefits

Comprehensive Health Coverage

401k Match

Flexible Work Arrangements

Ongoing Training and Development

Qualifications

• Must be 18 years of age.
• Proficiency in Microsoft Office tools.

Responsibilities

• Gather information for annual reporting of 401(k) plans.
• Prepare required government filings, including IRS Form 5500.
• Educate clients on 401(k) plan administration.

Skills

Communication

Attention to Detail

Problem Solving

Education

Associate's or Bachelor's Degree

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 with over 20% of employees promoted in the last three years
- Enjoy comprehensive health coverage with a free premium option, competitive salary, and generous 401k match
- Flexible work arrangements allowing you to work from your home office
- Access to ongoing training and development opportunities
- Be part of an inclusive and empowering company culture that values employee voices

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

What is Required (Qualifications):
- Must be 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and proactive problem-solving approach
- 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
- Ability to work autonomously in a remote environment
- Skills in customer service, organization, and collaboration
- Adept at creating an inclusive workplace where everyone feels a sense of belonging

#FinancialServices #RemoteWork #CareerAdvancement #InclusiveCulture #401kAdministration

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