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.

• Assess client-submitted documentation for completeness and precision.

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

• Employ administrative 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, using filing software.

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

• Communicate knowledge clearly and simplify complex topics.

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

• Execute other required tasks as necessary.

⛳️ Requirements

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

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

• Proficient 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.

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

• Associate’s or bachelor’s degree in a relevant 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 designated workspace, such as a home office, conducive to focus and productivity is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

• Opportunity for ESOP company participation.

• Continuous training and career advancement opportunities.

• Supportive leadership team.

• Comprehensive health coverage with a complimentary premium option.

• Paid parental leave.

• Generous 401k matching program.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible working arrangements from a home office.

• Necessary work equipment provided.

• Award-winning company culture.

• Opportunities for informal meetings with senior leaders over coffee.

• Company-sponsored sporting events.

• Inclusive workplace environment.

• Support for employee voice and participation.