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 completeness and accuracy.

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

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

• Conduct 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.

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

• Share expertise and simplify complex topics for clients.

• Provide training on concepts for a Retirement Plan Administrator I role.

• Execute additional duties as needed.

⛳️ Requirements

• Demonstrated 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 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 routine job responsibility is preferred.

• An Associate’s or Bachelor’s degree in a related field like business or finance, or equivalent practical 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 access is preferred.

🏝️ Benefits

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

• Our People are Vital to Our Success: Become part of a team composed of intelligent, creative, and highly motivated individuals.

• Growing Together: Enjoy continuous training, career development opportunities, and supportive leadership.

• Wellness at its Best: Comprehensive health coverage (including a free premium option), paid parental leave, a generous 401k match, three weeks of Paid Time Off, and 11 Paid Holidays.

• Flexible Work Arrangements: Work from your home office with all necessary equipment provided.

• An Amazing Culture: Engage with senior leaders over coffee and take part in company sporting events.

• Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, promotes active participation, and offers support.