Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Retirement Plan Consultant

Carpenter Morse Group
(Remote)

Carpenter Morse Group logo

Relationship Manager

Compass Retirement Consulting Group, Inc.
(Remote / NH)

Compass Retirement Consulting Group, Inc. logo

Attorney

Central Pension Fund of the IUOE
(Washington DC)

Central Pension Fund of the IUOE logo

Executive Compensation Lawyer

Trucker Huss, A Professional Corporation
(Remote / San Francisco CA)

Trucker Huss, A Professional Corporation logo

Quality Assurance Manager

Bates & Company
(Remote / Winter Park FL)

Bates & Company logo

Client Service Manager

United 401(k) Plans, Inc.
(Remote)

United 401(k) Plans, Inc. logo

Retirement Plan Administrator

Nicholas Pension Consultants
(Remote / Corona CA / Rancho Cordova CA)

Nicholas Pension Consultants logo

Retirement Plan Relationship Manager

ERISA Services, Inc.
(Remote)

ERISA Services, Inc. logo

DPS Retirement Plan Consultant

EPIC Retirement Plan Services
(Remote)

EPIC Retirement Plan Services logo

DB/DC Plan Administrator

Benefit Associates, Inc.
(Remote / Huntington Beach CA / NY)

Benefit Associates, Inc. logo

401(k) Distribution Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Defined Benefit Calculation Specialist/Actuary

The Angell Pension Group, Inc.
(Remote / East Providence RI)

The Angell Pension Group, Inc. logo

Retirement Plan Legal Specialist

Pentegra
(Remote / West Harrison NY)

Pentegra logo

Enrolled Actuary

Prime Pensions, Inc.
(Remote)

Prime Pensions, Inc. logo

Associate General Counsel

Central Pension Fund of the IUOE
(Washington DC)

Central Pension Fund of the IUOE logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


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: Manager, 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 required
  • Minimum two year’s relevant retirement plan experience or minimum three years’ experience in a financial or accounting role required
  • ASPPA Certification a plus
  • Recordkeeper/TPA experience a plus
  • Must obtain Retirement Plan Fundamentals (RPF) certification within first year of employment
  • 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 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

This is a hybrid position.

Please send resume to: careers@401kgeneration.com


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2023 BenefitsLink.com, Inc.