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 documents for thoroughness and precision.

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

• Employ administrative software to execute 401(k) testing and reporting tasks.

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

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

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

• Communicate complex topics clearly and share knowledge effectively.

• Conduct training on concepts applicable to a Retirement Plan Administrator I role.

• Execute additional duties as required.

⛳️ Requirements

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

• 1 to 5 years of relevant back-office financial operations experience in areas such as benefits administration, money movement, 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 and year-end reporting, is preferred.

• Preference for candidates with daily reconciliation experience.

• An associate’s or bachelor’s degree in a related field such as business or finance, or equivalent professional experience, is preferred.

• Basic understanding of 401(k) plan structures, ROBS, and IRS/DOL regulations is preferred.

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

• Access to reliable high-speed internet is preferred.

🏝️ Benefits

• Ownership Matters: We are progressing towards becoming an ESOP company, fostering a culture of collective responsibility and long-term success.

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage with a no-cost premium option.

• Paid parental leave.

• Generous 401k matching program.

• 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.

• Company-sponsored sporting events.

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