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 that involve only rollovers and plan stock utilizing Excel and administration software.

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

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

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

• Inform clients regarding the administration of their 401(k) plans and associated documentation.

• Convey knowledge and simplify complex concepts.

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

• Carry out additional responsibilities 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 processing, loan or mortgage document processing, or compliance or 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.

• Preferred experience in reconciliation as a part of daily responsibilities.

• An Associate’s or Bachelor’s degree in a relevant field like business or finance, or equivalent professional experience, is preferred.

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

• A dedicated workspace that promotes focus 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 team.

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

• Paid parental leave policy.

• Generous 401(k) matching program.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements available.

• Home-office equipment supplied.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

• Inclusive workplace environment.

• Employee feedback, engagement, and support are encouraged.