Remote ; k) Specialist
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Remote 401(k) Specialist
Annual Salary: $79,905
Location:
Remote (U.S.
-based)
Job Overview:
We seek a highly organized and knowledgeable 401(k) Specialist to join our team on a fully remote basis. This position offers the opportunity to work independently while providing expert guidance on retirement plans. As a 401(k) Specialist, you will manage, administrate, and advise clients on 401(k) retirement plans. The ideal candidate will have an in-depth understanding of retirement plan regulations, compliance requirements, and financial markets and possess excellent communication and client relationship management skills.
This is an ideal role for someone with experience working with 401(k) plans and who wants the flexibility of remote work. You will collaborate with internal teams and clients across the U.S. to provide top-tier services, ensuring clients fully comply with all relevant regulations while optimizing their retirement plan strategies.
Regular 401(k) plan audits should be conducted to identify and address any discrepancies or compliance issues. Oversee the enrollment of new employees into 401(k) plans and provide ongoing support to employees with inquiries regarding their plans, distributions, or investments.
Conduct regular reviews with clients to assess their plan’s performance, offering insights and strategies to optimize outcomes.
Ensure that all plan documents, amendments, and disclosures are accurate, up to date, and in line with legal requirements.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).