Retirement Plan Operations Specialist

This is a fully remote position, open to applicants in Arizona, +13 more states.

📋 Description

• Gather essential information from clients to facilitate the preparation of annual reports.

• Assess client-submitted documents to ensure they are complete and accurate.

• Reconcile plans that include only rollovers and plan stock utilizing Excel and administrative software.

• Employ administrative software to execute 401(k) testing and reporting tasks.

• Conduct outgoing reminder calls and send emails to clients throughout the plan-year reporting process.

• Prepare necessary 401(k) government filings, including IRS Form 5500, using designated filing software.

• Provide education to clients regarding 401(k) plan administration and related documents.

• Communicate complex topics in an easily understandable manner.

• Offer training on concepts relevant to a Retirement Plan Administrator I.

• Execute additional duties as needed.

⛳️ Requirements

• Demonstrated experience in document review and transaction processing as part of daily responsibilities.

• 1 to 5 years of relevant back-office financial operations experience in areas such as benefits administration, money movement and wires, insurance claims processing, tax preparation, loan or mortgage document processing, or compliance and quality-control support.

• Proficient in Microsoft Excel, Word, and Outlook.

• Preferred direct experience in retirement-plan operations, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 and year-end reporting.

• Prior experience in reconciliation as a daily responsibility is preferred.

• Associate’s or bachelor’s degree in a related field such as business or finance, or equivalent professional experience, is preferred.

• Basic understanding of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred.

• A designated workspace, such as a home office, is preferred.

• Reliable high-speed internet access is preferred.

🏝️ Benefits

• Ownership Matters: We are progressing towards becoming an ESOP company.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage with an option for a free premium.

• Paid parental leave.

• Generous 401k match.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements, including the option to work from a home office.

• Provision of necessary work equipment.

• Award-winning company culture.

• Opportunities to connect with senior leaders over coffee.

• Company-sponsored sporting events.

• An inclusive work environment that supports employee voices and participation.