Retirement Plan Operations Specialist

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

Job summary

A leading financial services company is seeking candidates for a remote position involving 401(k) administration. The role offers career advancement opportunities and requires strong communication skills and proficiency in Excel to prepare reporting and government filings. Employees enjoy comprehensive benefits and a supportive work culture with flexible arrangements.

Benefits

Comprehensive health coverage

Paid parental leave

Generous 401(k) match

Ongoing training and development opportunities

Qualifications

• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office applications.
• Strong attention to detail.

Responsibilities

• Prepare annual reporting based on client information.
• Reconcile plans using Excel.
• Prepare required government filings, including IRS Form 5500.

Skills

Communication

Attention to Detail

Problem Solving

Analytical Thinking

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 last three years
- Work remotely from your home office with flexible work arrangements
- Comprehensive benefits including health coverage, paid parental leave, and a generous 401(k) match
- Supportive and inclusive company culture that values employee voices and encourages participation
- Ongoing training and development opportunities to expand your knowledge and skills

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

What is Required (Qualifications):
- Must be 18 years of age
- Excellent verbal and written communication skills
- Strong 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
- Experience in customer service, organization, and collaboration
- Ability to work autonomously in a self-directed manner
- Skills in math and analytical thinking

#FinancialServices #RemoteWork #CareerGrowth #InclusiveWorkplace #401kAdministration

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