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 needed for annual reporting.

• Assess client-submitted documents for thoroughness and accuracy.

• Reconcile plans involving only rollovers and plan stock through Excel and administration software.

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

• Provide education to clients regarding the administration of their 401(k) plans and associated documents.

• Share insights and simplify complex topics for better understanding.

• Conduct training on concepts for a Retirement Plan Administrator I.

• Execute other responsibilities as assigned.

⛳️ Requirements

• Background 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 processing, loan or mortgage document handling, or compliance and 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 conducive to focus and productivity is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

• Opportunity for ESOP company ownership.

• Continuous training and career advancement opportunities.

• Supportive leadership team.

• Comprehensive health coverage with a free premium option available.

• Paid parental leave.

• Generous 401k matching program.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment provided.

• Award-winning company culture.

• Participation in company sporting events.

• Inclusive work environment promoting employee voice and support.