Retirement Plan Operations Specialist

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

📋 Description

• Gather essential client information to facilitate annual reporting.

• Assess documents submitted by clients for thoroughness and precision.

• Reconcile plans that solely involve rollovers and plan stock utilizing Excel and administrative software.

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

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

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

• Provide clients with education regarding 401(k) plan administration and relevant plan documents.

• Convey knowledge and simplify complex topics for better understanding.

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

• Undertake other duties as required.

⛳️ Requirements

• Proven experience with document review and transaction processing as part of daily job duties.

• 1 to 5 years of relevant back-office financial operations experience in areas such as benefits administration, money movement and wire transfers, insurance claims processing, tax preparation processing, loan or mortgage document processing, or compliance and quality-control support.

• Strong 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 processes as a regular job responsibility is preferred.

• An Associate’s or Bachelor’s degree in a related field such as business or finance, or equivalent work experience, is preferred.

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

• A designated workspace conducive to concentration and productivity is preferred.

• Reliable high-speed internet access is preferred.

🏝️ Benefits

• Opportunity for ESOP company ownership.

• Continued training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage, including a no-cost premium option.

• Paid parental leave.

• Generous 401k matching.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements from a home office.

• Provision of necessary work equipment.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

• Inclusive work environment that values employee input and participation.