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.

• Assess client-submitted documents for completeness and accuracy.

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

• Utilize administrative software to conduct 401(k) testing and reporting.

• Make reminder calls and send emails to clients during the plan-year reporting process.

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

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

• Convey knowledge and simplify complex topics for better understanding.

• Provide training on concepts for 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 benefits administration, money movement and wire transfers, 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 and year-end reporting, is preferred.

• Familiarity with reconciliation as part of daily job responsibilities is preferred.

• An 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 connectivity is preferred.

🏝️ Benefits

• Opportunity for ESOP company ownership.

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage, including a free premium option.

• Paid parental leave.

• Generous 401(k) matching contributions.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment provided.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company sporting events.

• Inclusive work environment that values employee voice, participation, and support.