Key Facts

Remote From:

United States

Category: Retirement Plans Specialist

Freelance

Mid-level (2-5 years)

English

Hard Skills

Retirement Administration Vlookups 401K Plan Administration 401K Plan Administration Document Process Automation Loan Processing Client Services

Other Skills

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Collaborative Communications
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Communication
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Time Management
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Analytical Thinking
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Detail Oriented
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Problem Solving

Roles & Responsibilities

Bachelor's degree or higher in accounting, finance, or related fields
2+ years of relevant retirement plan account administration experience
Experience with 401(k) plans
Must reside in the continental U.S. and be legally authorized to work in the United States now and in the future; visa sponsorship is not available.

Requirements:

Advise on 401(k) retirement plans, explaining rules, contribution strategies, and distribution options.
Analyze account data and resolve concerns regarding plan eligibility, loans, and withdrawals.
Prepare and execute mail merge documents for participant notices, plan communications, and client deliverables.
Utilize Excel tools such as pivot tables and VLOOKUPs to organize, reconcile, and analyze participant and plan-level data.

Job description

Overview:

We are looking for an experienced Retirement Plan Consultant on a project basis for a top ten global accounting firm. This role is fully remote and expected to conclude in 6 months.

Responsibilities:

Advise on 401(k) retirement plans, explaining rules, contribution strategies, and distribution options.
Analyze account data and resolve concerns regarding plan eligibility, loans, and withdrawals.
Prepare and execute mail merge documents for participant notices, plan communications, and client deliverables.
Utilize Excel tools such as pivot tables and VLOOKUPs to organize, reconcile, and analyze participant and plan-level data.

Qualifications:

Bachelor’s degree or higher in accounting, finance, or other related fields
2+ years of relevant retirement plan account administration experience
Experience with 401(k) plans
Qualified applicants must reside in the continental U.S.
Must be legally authorized to work in the United States now and in the future. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.