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 thoroughness and precision.

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

• Employ administrative software to carry out 401(k) testing and reporting.

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

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

• Inform clients about 401(k) plan administration and relevant plan documents.

• Convey knowledge and simplify complex topics for better understanding.

• Provide training on key concepts for a Retirement Plan Administrator I.

• Execute additional duties as needed.

⛳️ Requirements

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

• 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 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 or year-end reporting is preferred.

• Preferred experience with reconciliation as a regular job duty.

• 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, such as a home office, is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

• Opportunity for ESOP ownership as the company progresses towards becoming an ESOP organization.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage with a no-cost 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.

• Provision of necessary work equipment.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company sporting events.

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