What You'll Do
Guide small business owners through the lifecycle of their retirement plans by managing annual reporting, compliance testing, and documentation. You'll serve as a key point of contact, gathering client data, verifying submissions, and ensuring all plan requirements are met on time.
Use administration and filing software to prepare IRS Form 5500 and other government filings, while conducting year-end reconciliations for plans involving rollovers or company stock. You’ll make follow-up calls and send reminders to keep clients on track throughout the reporting cycle.
Explain plan administration details in clear, accessible terms and help clients understand their responsibilities. You’ll also support onboarding and training for new team members, sharing insights and simplifying complex retirement plan concepts.
Requirements
You must be at least 18 years old and able to pass a background check. Strong written and verbal communication skills are essential, along with a detail-oriented mindset and the ability to proactively resolve issues.
You should be comfortable working independently, managing your schedule, and staying organized in a remote environment. Proficiency in Microsoft Excel, Word, and Outlook is required. You must also meet at-home work standards, including a dedicated workspace and reliable internet connection.
A commitment to inclusivity is important—you’ll help foster a culture where team members feel empowered to speak up and contribute. Ongoing continuing education aligned with certification requirements is expected.
Preferred Qualifications
An associate’s or bachelor’s degree in business, finance, or a related field is preferred, or equivalent professional experience. Familiarity with 401(k) plan structures, ROBS arrangements, and IRS or Department of Labor regulations will support your success in this role.
Benefits
This is a fully remote position, allowing you to work from home with flexibility and purpose. You’ll play a direct role in helping entrepreneurs secure their financial futures, contributing to meaningful outcomes.
The organization invests in professional development and supports long-term career growth. As part of its vision, the company is moving toward becoming an ESOP, aligning employee contributions with shared ownership and lasting success.
Work Environment
You’ll work remotely from a designated home office with high-speed internet. This role is open to candidates in select U.S. states: Arizona, Florida, Georgia, Idaho, Kansas, Louisiana, Michigan, Minnesota, North Carolina, Nebraska, Texas, Utah, Virginia, Missouri, and Oklahoma.
