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 accuracy and completeness.

• Reconcile plans that involve only rollovers and plan stocks utilizing Excel and administration software.

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

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

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

• Provide clients with education regarding 401(k) plan administration and associated plan documents.

• Simplify complex topics and share knowledge effectively.

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

• Undertake additional duties as required.

⛳️ Requirements

• Proven 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 processing, loan or mortgage document processing, or compliance or quality-control support.

• Proficiency in Microsoft Excel, Word, and Outlook applications.

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

• Experience with reconciliation as a daily 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 connectivity is preferred.

🏝️ Benefits

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

• Be part of a team of intelligent, creative, and highly driven individuals.

• Access to ongoing training and career development opportunities.

• Work under supportive leadership.

• Comprehensive health coverage with a complimentary premium option.

• Paid parental leave benefits.

• Generous 401k matching contributions.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays each year.

• Flexible work arrangements from a home office.

• All necessary work equipment provided.

• An award-winning workplace culture.

• Opportunities to engage with senior leaders over coffee.

• Participation in company sporting events.

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