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.

• Examine client-submitted documents to ensure completeness and accuracy.

• Reconcile plans that include only rollovers and plan stock using Excel and administrative software.

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

• Make outgoing reminder calls and dispatch emails throughout the plan-year reporting process.

• Prepare necessary 401(k) government filings, such as IRS Form 5500, using filing software.

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

• Convey knowledge and simplify complex topics for better understanding.

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

• Execute other duties as required.

⛳️ Requirements

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

• 1 to 5 years of related back-office financial operations experience in benefits administration, money movement and wires, insurance claims processing, tax preparation, loan or mortgage document processing, or compliance or 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 routine 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 that fosters concentration and productivity is preferred.

• Reliable high-speed internet access is preferred.

🏝️ Benefits

• Opportunity for ESOP company ownership, promoting shared accountability and long-term success.

• 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-from-home arrangements.

• Necessary work equipment provided.

• Recognition for an award-winning company culture.

• Participation in company sporting events.

• An inclusive work environment that encourages employee involvement and support.