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 preparation.

• Evaluate documents submitted by clients to ensure completeness and accuracy.

• Reconcile plans with only rollovers and plan stock utilizing Excel and administration software.

• Employ administration software to perform 401(k) testing and reporting tasks.

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

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

• Educate clients on the administration of their 401(k) plans and related documentation.

• Convey knowledge and simplify complex topics for clients.

• Provide training on concepts related to a Retirement Plan Administrator I role.

• Carry out additional duties as required.

⛳️ Requirements

• Proven 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 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 or year-end reporting, is preferred.

• Preference for candidates with daily job responsibilities involving reconciliation.

• 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 advantageous.

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

• Reliable high-speed internet is preferred.

🏝️ Benefits

• Ownership Matters: We are on a path to becoming an ESOP company, promoting a culture of shared responsibility and long-term success.

• Our People are Vital to Our Success: Become part of a team filled with intelligent, creative, and highly driven individuals.

• Growing Together: Continuously enhance your knowledge through ongoing training, career development opportunities, and supportive leadership. Over the past three years, more than 20% of our workforce has been promoted to new and exciting roles!

• Comprehensive health coverage (with a free premium option).

• Paid parental leave.

• Generous 401k matching.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements available from a home office.

• Necessary work equipment provided.

• Award-winning workplace culture.

• Opportunities to connect with senior leaders over coffee.

• Company-sponsored sporting events.

• An inclusive work environment that values employee input and encourages active engagement.