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 preparation.

• Assess client-submitted documents for completeness and accuracy.

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

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

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

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

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

• Convey complex topics in a clear and understandable manner.

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

• Perform additional duties as required.

⛳️ Requirements

• Proven 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 areas such as benefits administration, money movement and wires, insurance claims processing, tax preparation processing, 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 related 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 concentration and productivity is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

• Opportunity for ESOP company ownership.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage, including a no-cost premium option.

• Paid parental leave.

• Generous 401(k) matching contributions.

• 3 weeks of paid time off.

• 11 paid holidays.

• Flexible work arrangements 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.

• Inclusive work environment that encourages employee voice, participation, and support.