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.

• Assess client-submitted documents to ensure they are complete and accurate.

• Utilize Excel and administration software to reconcile plans involving only rollovers and plan stock.

• Employ administration software to perform 401(k) testing and generate reports.

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

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

• Provide education to clients regarding 401(k) plan administration and related documents.

• Share insights and simplify complex topics for better understanding.

• Facilitate training 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 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, particularly 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting is preferred.

• Preference for candidates with daily responsibilities involving reconciliation.

• Associate’s or bachelor’s degree in a related 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

• Opportunity for ESOP company ownership.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage, including a no-cost premium option.

• Paid parental leave.

• Generous 401(k) matching contributions.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment provided.

• Award-winning company culture.

• Company-sponsored sporting events.

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