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 to ensure completeness and accuracy.

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

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

• Conduct outgoing reminder calls and send emails during the reporting process for the plan year.

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

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

• Simplify complex topics and share knowledge effectively.

• Offer training on concepts relevant to a Retirement Plan Administrator I.

• Carry out other duties as needed.

⛳️ Requirements

• Experience in document review and transaction processing as part of daily job functions.

• 1 to 5 years of related 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.

• Proficiency in Microsoft Excel, Word, and Outlook.

• Direct experience in retirement-plan operations, particularly with 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting is preferred.

• Preferred experience in reconciliation as a daily job responsibility.

• An associate’s or bachelor’s degree in a relevant 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 conducive to concentration and productivity is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

• Opportunity to participate in an ESOP company and a culture of shared accountability.

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage, including a no-cost 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 voices and participation.