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 annual reporting.

• Assess client-submitted documents to ensure completeness and accuracy.

• Reconcile plans solely involving rollovers and plan stock utilizing Excel and administration software.

• Employ administration software to conduct 401(k) testing and reporting.

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

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

• Educate clients on 401(k) plan administration and related documents.

• Share insights and clarify complex topics in a straightforward manner.

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

• Undertake additional responsibilities as needed.

⛳️ Requirements

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

• 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.

• 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.

• Experience with reconciliation as a regular 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 that promotes focus and productivity is preferred.

• Reliable high-speed internet connectivity is preferred.

🏝️ Benefits

• Ownership Matters: We are striving to become an ESOP company, fostering a culture of shared accountability and long-term success.

• Ongoing training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage (including a free premium option).

• Paid parental leave.

• Generous 401k matching program.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment provided.

• Award-winning company culture.

• Opportunities to network with senior leaders over coffee.

• Company sporting events.

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