Retirement Plan Operations Specialist

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

Job summary

A leading financial services company offers a remote position focused on 401(k) plan reporting and client interaction. Candidates will handle annual reporting, document review, and government filings, while being supported by competitive pay and comprehensive benefits. This role encourages career growth in an inclusive environment.

Benefits

Comprehensive health coverage

Generous 401k match

3 weeks Paid Time Off

11 Paid Holidays

Qualifications

• Must be at least 18 years of age.
• Excellent verbal and written communication skills.
• Meticulous attention to detail.

Responsibilities

• Work with clients for annual reporting of 401(k) plans.
• Review client documents for completeness and accuracy.
• Prepare required government filings using filing software.

Skills

Communication

Attention to Detail

Problem Solving

Customer Service

Organization

Collaboration

Education

Associate's or Bachelor's degree in related field (business, finance, etc.)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $47,840 per year
- 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, with flexibility in structuring your work
- Comprehensive health coverage, including a free premium option, competitive salary, and paid parental leave
- Generous 401k match and 3 weeks of Paid Time Off plus 11 Paid Holidays
- Join an inclusive work environment that values employee voices and encourages participation

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 with rollovers and plan stock using Excel and administration software
- Prepare required government filings, including the IRS Form 5500, using filing software
- Educate clients on the administration of their 401(k) plan and related documents

What is Required (Qualifications):
- Must be at least 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 (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
- Skills in customer service, organization, and collaboration
- Ability to work in an autonomous environment and be a self-directed worker
- Ability to create an inclusive workplace where everyone feels a sense of belonging

#FinancialServices #RemoteWork #CareerGrowth #InclusiveWorkplace #401kPlans

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