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 the preparation of annual reports.

• Assess client-submitted documents for accuracy and completeness.

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

• Utilize administration software to conduct 401(k) testing and reporting.

• Initiate 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.

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

• Share expertise and simplify complex topics for better understanding.

• Train on concepts relevant to a Retirement Plan Administrator I position.

• Execute additional duties as needed.

⛳️ Requirements

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

• Between 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.

• Proficient in Microsoft Excel, Word, and Outlook.

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

• Preference for candidates with daily reconciliation responsibilities.

• Preferred educational background includes an Associate’s or bachelor’s degree in a related field such as business or finance, or equivalent work experience.

• Basic understanding of 401(k) plan structures, ROBS, and IRS/DOL regulations is preferred.

• An ideal candidate will have a designated workspace conducive to concentration and productivity.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

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

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage, including a complimentary premium option.

• Paid parental leave.

• Generous 401k match.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements available from a home office.

• Necessary work equipment will be provided.

• Opportunities to engage with senior leaders over coffee.

• Company sporting events.

• An inclusive work environment that values employee input, encourages active participation, and provides support.