Retirement Plan Specialist

Location: Philippines

Work Arrangement: Work from home / Hybird

The Role:

This position is the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, the Retirement Plan Specialist will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help client understand the year end reporting documents necessary to complete government filings, including the annual 5500 return.

Essential Functions:

The essential functions include, but are not limited to the following:

  • Work with clients to obtain necessary information to prepare the annual reporting

  • Review documents submitted by clients for completeness and accuracy

  • Reconcile plans with only rollovers and plan stock using Excel and administration software

  • Utilize administration software to complete 401(k) testing and reporting

  • Make outgoing reminder calls and send emails to clients during the plan year reporting process

  • Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software

  • Educate clients regarding the administration of their 401(k) plan

Additional Functions

  • Share knowledge and explain complex topics simply

  • Contributing to department and team projects

  • Performs other duties as required


  • Associate’s or bachelor’s degree in a related field (business, finance, etc.) preferred or equivalent work experience

  • Solid customer service background

  • Adequate math and analytical skills

  • Excellent grasp of all Microsoft 365 applications

  • Excellent verbal and written communication skills

  • Aptitude in data management, analytics and reporting preparation

  • Ability to function in an autonomous environment—independent worker, self-directed

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