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 accuracy and completeness.

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

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

• Conduct 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 related documents.

• Convey knowledge and simplify complex topics for better understanding.

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

• Execute additional duties as required.

⛳️ Requirements

• Experience in document review and transaction processing as part of daily job responsibilities.

• 1 to 5 years of experience in adjacent back-office financial operations, including 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 is essential.

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

• Experience with reconciliation as a daily responsibility is preferred.

• 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 designated workspace conducive to focus and productivity is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

• Opportunity to participate in an ESOP company with a shared ownership culture.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage, 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.

• Provision of necessary work equipment.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Participation in company sporting events.

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