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 required for annual reporting.

• Assess documents submitted by clients for thoroughness and precision.

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

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

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

• Prepare mandatory 401(k) government filings, such as IRS Form 5500, utilizing filing software.

• Provide clients with education on the administration of their 401(k) plans and related documents.

• Convey complex topics in an understandable manner and share knowledge effectively.

• Facilitate training on concepts related to a Retirement Plan Administrator I.

• Perform additional tasks as necessary.

⛳️ Requirements

• Proven 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 transfers and wires, insurance claims processing, tax preparation, loan or mortgage document processing, or compliance and quality-control support.

• Strong proficiency 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.

• Preferred experience with reconciliation as a daily job function.

• An associate’s or bachelor’s degree in a related field like business or finance, or equivalent professional 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, conducive to focus and productivity is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

• Ownership Matters: We are striving to become an ESOP company, fostering a culture of shared responsibility and long-term success.

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health insurance options, including a complimentary 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.

• Necessary work equipment provided.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company sporting events.

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