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.

• Examine documents submitted by clients for thoroughness and precision.

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

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

• Make reminder calls and send emails throughout the plan-year reporting process.

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

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

• Convey knowledge and simplify complex topics for better understanding.

• Train on concepts relevant to a Retirement Plan Administrator I.

• Carry out additional duties as assigned.

⛳️ Requirements

• Proven experience in document review and transaction processing as a core responsibility.

• 1 to 5 years of relevant back-office financial operations experience in benefits administration, money movement and wires, insurance claims processing, tax preparation processing, 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 or year-end reporting, is preferred.

• Experience with reconciliation as a regular job responsibility is preferred.

• 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 connectivity is preferred.

🏝️ Benefits

• Progressing towards becoming an ESOP company.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage with an option for a free premium.

• Paid parental leave.

• Generous 401(k) matching contributions.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements from a home office.

• Provision of necessary work equipment.

• Recognized award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

• Inclusive work environment that emphasizes employee voices and participation.