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 reporting.

• Assess client-submitted documents for completeness and precision.

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

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

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

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

• Educate clients on the administration of their 401(k) plans and associated documents.

• Convey knowledge and simplify complex topics for better understanding.

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

• Execute additional duties as required.

⛳️ Requirements

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

• Between 1 to 5 years of experience in back-office financial operations related to 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.

• Preferred direct experience in retirement-plan operations, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 and year-end reporting.

• Experience with reconciliation as part of daily job duties is preferred.

• An Associate’s or Bachelor’s degree in a related field such as 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, is preferred.

• Reliable high-speed internet connectivity is preferred.

🏝️ Benefits

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

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage, including a complimentary premium option.

• Paid parental leave.

• Generous 401k matching.

• 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 input, encourages active participation, and provides support.