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 preparation.

• Assess client-submitted documents for thoroughness and precision.

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

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

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

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

• Provide clients with education on 401(k) plan administration and relevant plan documents.

• Convey information and clarify complex subjects in an easily understandable manner.

• Conduct training on concepts for a Retirement Plan Administrator I role.

• Carry out additional responsibilities 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, loan or mortgage documentation, or compliance and quality-control support.

• Strong proficiency in Microsoft Excel, Word, and Outlook.

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

• Preferred experience with reconciliation as a daily job function.

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

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

• A designated workspace that promotes focus and productivity is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

• Opportunity for ESOP company ownership.

• Continuous training and career advancement opportunities.

• Supportive leadership.

• Comprehensive health coverage with 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.

• Provision of necessary work equipment.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

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