Retirement Plan Operations Specialist

This is a fully remote position, open to applicants in Arizona, +13 more states.

📋 Description

• Collaborate with clients to gather necessary information for annual reporting.

• Assess client-submitted documents for thoroughness and accuracy.

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

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

• Conduct reminder calls and send emails throughout the plan-year reporting process.

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

• Inform clients about 401(k) plan administration and related documents.

• Communicate knowledge and simplify complex topics for understanding.

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

• Execute additional responsibilities as needed.

⛳️ Requirements

• Previous experience with document review and transaction processing as part of daily job functions.

• 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 and 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 and year-end reporting, is preferred.

• Familiarity with reconciliation as a regular job duty 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 dedicated workspace conducive to concentration and productivity is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

• ESOP company pathway and a culture of shared ownership.

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage, including a free premium option.

• Paid parental leave.

• Generous 401(k) matching contributions.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment will be provided.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

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