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 client-submitted documents for thoroughness and precision.

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

• Leverage administrative software to conduct 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 IRS Form 5500, using filing software.

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

• Convey knowledge and simplify complex topics for better understanding.

• Provide training on concepts relevant to 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 or quality-control support.

• Strong proficiency 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 or year-end reporting.

• Experience with reconciliation as a daily responsibility 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, conducive to focus and productivity is preferred.

• Access to reliable high-speed internet is preferred.

🏝️ Benefits

• Opportunity for ESOP company ownership.

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage, including a complimentary premium option.

• Paid parental leave.

• Generous 401(k) matching contributions.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements.

• Provision of necessary work equipment.

• An award-winning company culture.

• Company-sponsored sporting events.

• An inclusive work environment promoting employee participation and support.