Retirement Plan Specialist - Remote | Wfh

Are you ready to embark on a journey of helping entrepreneurs across the country achieve their dreams of building successful businesses? We are a rapidly growing and stable company, offering a fully remote work-from-home opportunity in select states across the US, including AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, and VA.
What We're All About
At our core, we are passionate about increasing the number of successful small businesses in the country. Our team has already made a tremendous impact, injecting $5 billion of funding into more than 20,000 businesses, and contributing nearly 100,000 jobs to the economy. We achieve this by delivering innovative funding solutions and employing cutting-edge technology to support entrepreneurs in starting and growing their ventures. But it doesn't end there - we believe in empowering our employees to make a significant impact on our clients and their own careers.
Our Values Set Us Apart
Passion: We champion our mission and embrace an entrepreneurial spirit.
Adaptability: Change is an opportunity for growth, and we welcome it with open arms.
Connection: We believe in uplifting others, as their growth contributes to our own.
Excellence: Thriving beyond our comfort zone, we strive to make everything better with insatiable curiosity.
Diversity: Encouraging diversity, equity, and inclusion, we foster an environment that values different perspectives and individual experiences.
The Role: Retirement Plan Specialist
What You'll Be Doing
This position serves as the gateway to mastering the full process of administering, testing, and reporting on 401(k) plans. With our accelerated learning, in-depth training, and practical experience, you will rapidly progress from document review to administering basic plans. Your responsibilities will include:
Collaborating with clients to gather necessary information for annual reporting.
Ensuring documents submitted by clients are accurate and complete.
Utilizing Excel and administration software to reconcile plans with rollovers and plan stock.
Conducting 401(k) testing and reporting using administration software.
Proactively reaching out to clients during the reporting process to provide updates and reminders.
Preparing essential government filings, such as the IRS Form 5500, using filing software.
Educating clients on the administration of their 401(k) plans.
Your Profile
Must be 18 years of age.
Associate’s or bachelor’s degree in a related field (business, finance, etc.) preferred, or equivalent work experience.
Strong communication skills (verbal and written) with meticulous attention to detail.
Customer-centric mindset with excellent organizational and collaborative abilities.
Proficient in Microsoft Excel, Word, and Outlook, and familiar with 401(k) plan structure and IRS/DOL Regulations (preferred).
Self-driven and comfortable in an autonomous work environment.
Committed to creating an inclusive workplace where every team member feels empowered.
Additional Perks And Requirements
Must pass a background check.
Minimum work-from-home requirements: a dedicated workspace (home office) and high-speed internet.
Continuous education opportunities based on current certifications.
Rewards For Your Talent
Join a team of smart, creative, and highly motivated individuals.
Continued learning with ongoing training and career growth opportunities.
Competitive salary and comprehensive health coverage with a free premium option.
Generous 401k match and paid parental leave.
Enjoy 3 weeks of Paid Time Off and 11 Paid Holidays.
Flexible work arrangements with company-provided equipment.
Embrace an award-winning culture and connect with senior leaders through coffee chats or company sporting events.
Be part of an inclusive work environment that values your voice, encourages you to be heard, and offers full support.
If you're ready to contribute to our vision of empowering entrepreneurs and making a lasting impact, apply now! Together, let's shape the future of small businesses across the nation.
Employment Type: Full-Time
Salary: $ 21.00 Per Hour