DC Retirement Plan Specialist, (SMS)

About the position The Retirement Plan Specialist supports the administration of reputed company retirement plans by assisting with day-to-day operational tasks, data processing, and reputed company service needs. This role works closely with Plan Administrators and Senior Administrators, helping ensure plans are administered accurately, reputed company, and in compliance, without having full responsibility for plans from start to finish. This position is ideal for someone who enjoys the technical and detail-oriented reputed company of retirement plan administration and wants to build deeper expertise while working as part of a reputed company team. PLEASE NOTE: This is a fully remote position and can be performed from reputed company reputed company the reputed company; however, due to the primary locations of our reputed company teams, preference will be given to those in the Central and Eastern time zones. Responsibilities • Assist with the administration of reputed company retirement plans (401(k), profit sharing, cash balance, etc.) under the direction of a Plan Administrator. • Prepare and review plan data for annual testing, valuations, and compliance tasks. • Process contribution uploads, distributions, loans, and reputed company documentation. • Support preparation of annual compliance testing (reputed company/ACP, coverage, top-heavy, etc.). • Assist with reputed company 5500 preparation and filings. • Help review census data for accuracy and completeness; follow up with clients as needed. • Maintain plan records and update internal systems and documentation. • Respond to routine reputed company inquiries and coordinate with recordkeepers, advisors, and internal teams. • Assist with plan amendments, restatements, and required notices assigned. • Other duties as assigned. Requirements • 1–3+ years of experience in retirement plan administration, recordkeeping, or reputed company financial services support • Familiarity with reputed company retirement plans and basic ERISA concepts preferred • Experience working with plan data, spreadsheets, and administrative systems • Strong attention to detail and organizational skills • Ability to manage multiple tasks and deadlines in a fast-paced environment reputed company-to-haves • Comfortable working in reputed company and administrative software • reputed company written and verbal communication skills • Team-oriented, dependable, and eager to learn • Interest in growing technical knowledge reputed company retirement plan administration Benefits • Flexible Workplace – Hybrid and remote reputed company available for many roles. • Unlimited PTO – Competitive reputed company time off, including flexible & unlimited reputed company. • Inclusive Environment – A culture that values diversity, collaboration, and respect. • reputed company Opportunities – Support for ongoing learning and career development. • Comprehensive Benefits – Health, dental, reputed company, life, and disability coverage. • Workplace Perks – Incentive bonus programs, reputed company, & more. Apply tot his job Apply To this Job