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5500 Team Lead

401k Generation

in Altamonte Springs FL / Hybrid

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 Team Lead to join our team and grow with us.

Job Title:  5500 Team Lead

Report to: Manager, 5500 Team

Status:  Full Time/Nonexempt

Position Summary:

The 5500 Team Lead will be a hands-on working team lead. This position will be responsible for the accurate filing of the IRS and DOL Form 5500, Form 5558, and applicable schedules. The lead will be responsible for addressing discrepancies and working through resolution. As team lead, this role will be responsible for mentoring and developing team members, handling escalations, ensuring quality standards are met, and managing workflow to ensure DOL and IRS regulatory deadlines are met.

Job Description:

  • Ensure all work is completed according to scheduled deadlines and in accordance with quality standards
  • Train and mentor 5500 team to achieve company goals in a results-oriented environment
  • Perform quality checks on team’s work
  • Role model outstanding customer service
  • Manage workflow of staff in delegation, assignment and follow-up required for efficient performance of the team
  • Review and resolve filing discrepancies
  • Submit resolved discrepancies to filing team
  • 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
  • Preparation of 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
  • Knowledge of the retirement plan industry required, designation with ASPPA preferred
  • Comprehensive understanding of Form 5500, Audit Requirements and Filing process
  • Ability to Review and Interpret the Form 5500, Form 8955-SSA, Schedule H, and Form 5558
  • Excellent collaboration, organizational, time management, customer service and problem-solving skills and the ability to work accurately and meet deadlines with frequent interruptions
  • Strong focus on customer service
  • Exceptional verbal, written and visual communication skills
  • Self-motivated and ability to work independently and effectively under deadline pressures
  • Strong analytical skills to evaluate facts and data using sound and mature judgment
  • Ability to communicate effectively to all levels of internal and external contacts verbally and in writing
  • Ability to work both independently and as part of a team
  • Strong client relationship building skills
  • Ability to prioritize work within assigned caseload
  • Proficiency with Excel, Word and Outlook required. Salesforce experience and DOL EFAST2 experience a plus
  • Must be at least 18 years of age
  • Must be authorized to work in the US
  • Must be able to pass a criminal background check

How to Apply

To apply, please email resume to

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