Retirement Plan Operations Specialist

Freddie Mac; Grand Island (NE); Remote; USD 47,000 - 56,000; Full time

Job summary

A leading financial services company is seeking a detail-oriented professional to support 401(k) plan administration. This remote position offers a competitive salary, comprehensive health benefits, and opportunities for career advancement. Join a diverse team that values employee contributions and fosters a supportive work environment.

Benefits

Comprehensive health coverage

Paid parental leave

Generous 401k match

3 weeks of Paid Time Off

11 Paid Holidays

Qualifications

• Must be 18 years of age.
• Proficiency in using Microsoft Excel, Word, and Outlook.

Responsibilities

• Work with clients to prepare annual reporting for 401(k) plans.
• Prepare required 401(k) plan government filings, including IRS Form 5500.

Skills

Communication

Attention to Detail

Problem Solving

Education

Associate's or Bachelor's Degree in a 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 past three years
- Work remotely from your home office, providing flexibility in your work environment
- Comprehensive health coverage, competitive salary, paid parental leave, and a generous 401k match
- Enjoy 3 weeks of Paid Time Off plus 11 Paid Holidays to recharge
- Join an inclusive work environment that values employee voices and fosters connection

What to Expect (Job Responsibilities):
- Work with clients to obtain necessary information to prepare annual reporting for 401(k) plans
- Review documents submitted by clients for completeness and accuracy
- Reconcile plans with only rollovers and plan stock using Excel and administration software
- Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software
- Educate clients regarding the administration of their 401(k) plan 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 approach to problem solving
- Proficiency in using Microsoft Excel, Word, and Outlook
- Associate's or bachelor's degree in a related field (business, finance, etc.) 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 in an autonomous environment as a self-directed worker
- Skills in customer service, organization, and collaboration

#FinancialServices #RemoteWork #CareerGrowth #401kPlans #InclusiveWorkplace

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