Retirement Plan Operations Specialist

Freddie Mac; Omaha (NE); Remote; USD 40,000 - 48,000; Full time

Job summary

A leading financial services company is seeking a detail-oriented professional to assist with the annual reporting of 401(k) plans. This remote position offers a competitive salary, comprehensive health coverage, and ample opportunities for career advancement. Join an inclusive workplace that values your contributions and supports your growth. Enjoy flexible working arrangements, generous paid time off, and 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 Microsoft Excel, Word, and Outlook.

Responsibilities

• Gather information 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

Education

Associate's or Bachelor's Degree

Tools

Excel

Word

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 own home office with flexible working arrangements
- Comprehensive health coverage, paid parental leave, and a generous 401k match
- 3 weeks of Paid Time Off plus 11 Paid Holidays to ensure work-life balance
- Join an inclusive and supportive work environment 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
- Reconcile plans using Excel and administration software
- Utilize administration software to complete 401(k) testing and reporting
- Prepare required government filings, including IRS Form 5500, using filing software

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

#FinancialServices #RemoteWork #CareerGrowth #InclusiveWorkplace #401kPlans

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