Retirement Plan Operations Specialist

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

📋 Description

• Collaborate with clients to gather essential information for the preparation of annual reports.

• Assess client-submitted documents for completeness and accuracy.

• Reconcile plans solely involving rollovers and stock plans using Excel and administrative software.

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

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

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

• Guide clients in the administration of their 401(k) plans and associated documents.

• Convey knowledge and simplify complex topics for better understanding.

• Conduct training on concepts related to a Retirement Plan Administrator I.

• Undertake additional duties as required.

⛳️ Requirements

• Experience in document review and transaction processing as part of daily job functions.

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

• Proficiency in Microsoft Excel, Word, and Outlook.

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

• Familiarity with reconciliation as a daily job responsibility is preferred.

• An Associate’s or Bachelor’s degree in a relevant field such as business or finance, or equivalent work 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 connection is preferred.

🏝️ Benefits

• Opportunity to participate in an ESOP company and a culture that emphasizes shared accountability.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health insurance coverage, including a free premium option.

• Paid parental leave.

• Generous 401k matching contributions.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements from a home office.

• Provision of necessary work equipment.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

• Inclusive work environment that values employee input and participation.