Retirement Plan Operations Specialist

Experience Requirements:

• Minimum 2-3 years of recent retirement services experience required.
• Direct experience with employer-funded plans such as 401(k), 403(b), and 457 plans is required.
• Annuities experience is a plus.

Work Environment:

• Dedicated, private home workspace suitable for handling sensitive financial information.
• Must have company-approved equipment setup.
• Privacy and confidentiality are critical.

Core Responsibilities:

• Review, research, and process routine retirement plan transactions.
• Maintain strict confidentiality of participant and plan sponsor data.
• Ensure compliance with all state and federal regulations and company policies.