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.

• Evaluate client-submitted documents for thoroughness and precision.

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

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

• Make proactive reminder calls and send emails to clients throughout the plan-year reporting period.

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

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

• Share insights and articulate complex subjects in an easily understandable manner.

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

• Undertake additional responsibilities as needed.

⛳️ Requirements

• Proven 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 areas such as 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 is essential.

• 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.

• Preferred experience with reconciliation as part of daily job duties.

• 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 dedicated workspace conducive to concentration and productivity is preferred.

• Reliable high-speed internet access 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, career development opportunities, and supportive leadership.

• Comprehensive health coverage, including a free premium option.

• Paid parental leave.

• Generous 401k matching program.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements available from a home office.

• Necessary work equipment will be provided.

• Award-winning culture offering opportunities to engage with senior leaders and participate in company sports events.

• Inclusive workplace that values employee input, encourages active involvement, and provides support.