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Role Description

We Are Excited to Welcome a Retirement Plan Analyst – Total Administration (401(K)) to Our Team! You’ll Take Ownership of the Day to Day Administration and Compliance of a Portfolio of 401(K) Clients. You’ll Serve As Their Main Point of Contact, Guiding Them Through the Complexities of Retirement Plan Operations While Delivering Friendly, Knowledgeable, and Reliable Support.

If You Enjoy Problem Solving, Have a Strong Attention to Detail, and Are Passionate About Helping Clients Understand Their Retirement Plans, This Is a Fantastic Opportunity to Grow Your Career in a Supportive and Collaborative Environment.

• Build Strong Relationships As the Primary Contact for Assigned 401(K) Clients
• Handle Full Scope Plan Administration Including:
  • Contributions
  • Loans
  • Distributions
  • Hardships
  • Qdros
  • Compliance Testing
• Support Form 5500 Preparation and Ensure All Deadlines Are Met
• Research and Resolve Operational and Regulatory Compliance Questions
• Explain Complex Regulations in a Way Clients Can Easily Understand
• Maintain Accurate Workflow and Documentation in Pension pro
• Collaborate with Internal Teams, Vendors, and Clients to Resolve Issues Smoothly
• Stay Informed on Retirement Plan Laws, Regulations, and Industry Developments

Qualifications

• ASPPA credential(s) or willingness to obtain
• Bachelor’s degree or equivalent experience
• Working knowledge of 401(k) plan administration and IRS rules
• Strong analytical, organizational, and problem solving abilities
• Excellent customer service skills with clear written and verbal communication
• Ability to manage multiple priorities while maintaining accuracy
• Proficiency in Microsoft Excel, Word, and Outlook

Requirements

• Monday–Friday, 8:00 AM–5:00 PM (occasional after hours as needed)
• Fully remote — must maintain a secure home office
• Must reside in one of the eligible states listed below:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • MD
  • MI
  • MN
  • MA
  • NC
  • NY
  • NJ
  • OH
  • PA
  • SC
  • TX
  • UT
  • LA

Benefits

• Competitive compensation
• Medical, dental, and vision coverage
• Generous PTO, paid holidays, and floating holidays
• Fully remote work environment
• Professional development and ASPPA support
• A collaborative, supportive team that values your success