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 thoroughness and precision.

• Reconcile plans related to rollovers and plan stock utilizing Excel and administration software.

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

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

• Prepare mandatory 401(k) government filings, including IRS Form 5500, with the aid of filing software.

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

• Convey knowledge and clarify complex subjects in an understandable manner.

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

• Perform additional duties as needed.

⛳️ Requirements

• 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 benefits administration, money movement and wires, insurance claims processing, tax preparation, 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 or year-end reporting, is preferred.

• Experience in reconciliation as a daily task is preferred.

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

• Fundamental knowledge 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 connection is preferred.

🏝️ Benefits

• Participation in an ESOP company and a culture of shared ownership.

• Continuous training and career advancement opportunities.

• Supportive leadership.

• Comprehensive health insurance, including a free premium option.

• Paid parental leave.

• Generous 401(k) matching contributions.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment provided.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company sporting events.

• Inclusive work environment that values employee voices and participation.