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Remote Specialist in Retirement Plans | WFH

Get It - Hospitality
Ann Arbor, MI Remote Full Time
POSTED ON 1/5/2025 CLOSED ON 1/22/2025

What are the responsibilities and job description for the Remote Specialist in Retirement Plans | WFH position at Get It - Hospitality?

Retirement Plan Specialist - Remote Position

Elevate Your Career with Us!

We are proud to announce an exciting opportunity for a Retirement Plan Specialist in a fully remote capacity. Join our distinguished organization, recognized for its commitment to empowering entrepreneurs nationwide. This role allows for flexibility while making a significant impact from your own home office. We are actively hiring in select states across the United States, including Arizona, Florida, Georgia, Idaho, Kansas, Louisiana, Michigan, Minnesota, North Carolina, Nebraska, Texas, Utah, Virginia, and Missouri.

About Our Organization

For over two decades, our company has dedicated itself to supporting aspiring entrepreneurs by providing innovative funding solutions and advanced technology. With a legacy of facilitating over $5 billion in funding, we have successfully aided more than 20,000 businesses and contributed to the creation of nearly 100,000 jobs. By joining our team, you will play a vital role in driving this mission forward, enhancing both the success of the entrepreneurs we serve and your own professional growth.

Core Values

  • Adaptability: We value your ability to embrace change and inspire others.
  • Connection: Building meaningful relationships is fundamental to our success.
  • Excellence: We strive for continuous improvement and value curiosity.

Position Overview

As a Retirement Plan Specialist, you will embark on a journey to master the essentials of administering, testing, and reporting on 401(k) plans. Through comprehensive training and hands-on experience, you will transition from document review to the administration of fundamental plans. Your responsibilities will include reviewing client submissions, updating clients on progress, and guiding them through necessary year-end reporting documents, including the annual Form 5500.

Key Responsibilities

  • Collaborate with clients to gather essential information for annual reporting.
  • Review client documents for accuracy and completeness.
  • Reconcile plans concerning rollovers and plan stock using Excel and administration software.
  • Employ administration software for 401(k) testing and reporting.
  • Initiate reminders via calls and emails to clients during the reporting process.
  • Prepare government filings for 401(k) plans, including the IRS Form 5500.
  • Educate clients about the administration of their 401(k) plans and related documents.

Required Skills

  • Exceptional verbal and written communication abilities.
  • Strong attention to detail and a proactive approach to problem-solving.
  • Customer service, organizational, and collaborative skills.
  • Proficient in Microsoft Excel, Word, and Outlook.
  • Basic knowledge of 401(k) plan structures and IRS/DOL regulations is preferred.

Qualifications

  • Minimum age of 18 years.
  • Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent experience preferred.
  • Ability to work independently in a remote environment.
  • Commitment to fostering an inclusive workplace where all employees feel valued and empowered.

Compensation And Benefits

  • Competitive hourly rate of \(23, translating to an annual salary of \)47,840.
  • Comprehensive health coverage options, including a free premium choice.
  • Generous 401(k) match and paid parental leave.
  • Three weeks of Paid Time Off plus eleven Paid Holidays.
  • Flexible work arrangements with all necessary equipment provided.
  • Opportunities for ongoing professional development, with a notable percentage of promotions within the company over the last three years.

This opportunity is more than just a job; it’s a chance to make a meaningful impact while growing in a supportive and dynamic environment. If you are motivated to contribute to our mission, we encourage you to apply today!

Employment Type: Full-Time
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