Retirement Plan Operations Specialist

This is a fully remote position, open to applicants in Arizona, +13 more states.

📋 Description

• Support entrepreneurs across the country in managing retirement plan administration.

• Collaborate with clients to gather necessary information for annual reports.

• Assess documents submitted by clients for accuracy and completeness.

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

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

• Make reminder calls and send emails throughout the plan-year reporting process.

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

• Educate clients regarding 401(k) plan administration and related documents.

• Simplify complex topics and share knowledge effectively.

• Provide training on concepts for a Retirement Plan Administrator I.

• Carry out 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 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.

• 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 or year-end reporting, is preferred.

• Previous experience with reconciliation as a daily job responsibility is preferred.

• 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 concentration and productivity is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

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

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage, including a complimentary premium option.

• Paid parental leave.

• Generous 401k matching program.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements from a home office.

• All necessary work equipment will be provided.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

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