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 documents provided by clients to ensure they are complete and accurate.

• Reconcile plans that involve only rollovers and plan stock by utilizing Excel and administration software.

• Employ administration software for executing 401(k) testing and reporting.

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

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

• Provide guidance to clients on the management of their 401(k) plans and related documents.

• Convey complex topics in an understandable manner and share your expertise.

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

• Execute other duties as assigned.

⛳️ 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.

• An Associate’s or bachelor’s degree in a relevant field, such as business or finance, or equivalent work experience, is preferred.

• 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.

• Preference for candidates with experience in reconciliation as a routine job responsibility.

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

• A dedicated workspace conducive to concentration and productivity is preferred.

• Reliable high-speed internet connectivity is preferred.

🏝️ Benefits

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

• Our People are Vital to Our Success: Become part of a team filled with intelligent, creative, and highly driven individuals.

• Growing Together: Continuously enhance your skills with ongoing training, career development opportunities, and supportive leadership. Over the past three years, more than 20% of our organization has advanced into new and exciting roles!

• Comprehensive health coverage (with a free premium option).

• Paid parental leave.

• Generous 401k matching contributions.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements available from a home office.

• Required work equipment provided.

• Award-winning workplace culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

• An inclusive work environment that values employee contributions, encourages active engagement, and provides steadfast support.