Overview
This role supports retirement plan terminations by assisting clients with Department of Labor (DOL) and Internal Revenue Service (IRS) regulations.
Location
Remote — must reside in AZ, CA, CO, FL, GA, IA, MD, MI, NC, NJ, NY, OH, PA, , TX, or UT
Responsibilities
- Serve as the primary point of contact for assigned clients
- Establish and coordinate plan termination dates
- Update and maintain plan documents to ensure accuracy and compliance
- Stay current on laws, regulations, and best practices in retirement plan administration
- Provide training, guidance, and resources on retirement plan products and services to internal teams
Requirements
- ASPPA credentials preferred
- Bachelor’s degree or equivalent combination of education, training, and experience
- Advanced knowledge of retirement plan administration, DOL/IRS regulations, and tax rules
- Exceptional customer service and client management skills
- Strong organizational abilities with the capacity to manage multiple projects simultaneously
- Proficiency in Microsoft Excel, Word, Outlook, and SRT systems
- Excellent written and verbal communication skills
- Strong problem-solving abilities and attention to detail
- Ability to work independently and collaboratively within a team environment
Work Environment
- Have a home office
- Interact professionally with colleagues, clients, and vendors
- Contribute effectively as part of a team on all assignments
- Work independently while maintaining clear communication and coordination with others
Compensation & Benefits
- 401(k) plan
- Employee health insurance
- Generous PTO, Floating Holidays, and Holiday Pay
- Remote work flexibility