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5500 Specialist

401K Generation

in Altamonte Springs FL

Logo for 401K Generation

401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management services to individuals.  As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial future and relieving businesses across America of the administrative burdens of a 401(k) plan. We hold ourselves accountable and pride ourselves on delivering uncomplicated and innovative retirement plan solutions. This dynamic, fast-growth company is seeking a 5500 Specialist to join our team and grow with us.

Job Title:  5500 Specialist

Report to: Supervisor, 5500 Team

Status:  Full Time/Non-Exempt

Position Summary:

The 5500 Specialist will be responsible for the accurate filing of the IRS and DOL Form 5500, Form 5558, and applicable schedules. This is complex and detailed work that is deadline driven. Due to tight deadlines, mandatory overtime may be required. The successful candidate will demonstrate strong attention to detail, good organizational and research skills, and excellent communication skills.

Job Description:

  • Analyze and research data to ensure proper completion of Form 5500 and applicable schedules
  • Analyze client information to ensure compliance
  • Assist client with Independent, IRS or DOL Audit
  • Enter data with very high level of accuracy
  • Annual audit of client accounts
  • Document each customer encounter with proper internal/external documentation in CRM
  • Maintain and ensure confidentiality of plan and participant information
  • Electronic Document preparation
  • Complete assigned work within set deadlines
  • Compose consistent professional communication
  • Continually maintain knowledge of all company services
  • Practice organization and time management skills including prioritizing work and requesting additional work when appropriate
  • Meet or exceed metrics on a consistent basis

Job Qualifications:

  • Bachelor’s degree in finance or business, or equivalent work experience
  • Minimum two year’s relevant retirement plan experience
  • ASPPA Certification a plus
  • Recordkeeper/TPA experience a plus
  • Must obtain Retirement Plan Fundamentals (RPF) certification within first year of employment
  • Comprehensive understanding of Form 5500, Audit Requirements and Filing process
  • Ability to prioritize work within assigned caseload
  • Exceptional analytical and organizational skills, strong attention to detail and ability to multi-task and problem solve
  • Ability to work independently and also be part of a team environment
  • Proficiency with Excel, Word and Outlook required. Salesforce experience and DOL EFAST2 experience a plus
  • Availability to work shift schedules including evenings
  • Flexibility to work mandatory overtime in order to meet business needs.
  • Must be at least 18 years of age
  • Must be authorized to work in the US
  • Excellent verbal and written communication skills
  • Ability to produce grammatically correct written correspondence
  • Must be able to pass a criminal background check

How to Apply

Please apply by email to careers@401kgeneration.com


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