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 for accuracy and completeness.

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

• Employ administrative software to perform 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, using filing software.

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

• Convey knowledge and simplify complex topics for client understanding.

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

• Execute additional duties as assigned.

⛳️ Requirements

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

• 1 to 5 years of relevant 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.

• 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 advantageous.

• Experience with reconciliation as part of daily job functions is preferred.

• An Associate’s or Bachelor’s degree in a related field such as business or finance, or equivalent professional 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.

• A reliable high-speed internet connection is preferred.

🏝️ Benefits

• Opportunity for ESOP ownership as the company aims to become an ESOP entity.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health insurance options with a no-cost premium choice.

• Paid parental leave.

• Generous 401(k) matching contributions.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment provided.

• Recognized company culture with awards.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

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