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.

• Examine client-submitted documents to ensure completeness and accuracy.

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

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

• Initiate reminder calls and send emails to clients throughout the plan-year reporting period.

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

• Guide clients on 401(k) plan administration and the relevant plan documents.

• Convey complex topics in a simplified manner, sharing your expertise.

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

• Carry out additional duties as necessary.

⛳️ Requirements

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

• Between 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 and quality-control support.

• Proficient 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.

• Prior experience with reconciliation as a daily responsibility is preferred.

• An associate’s or bachelor’s degree in a related field like business or finance, or equivalent work experience, is preferred.

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

• A dedicated workspace conducive to concentration and productivity is preferred.

• Access to reliable high-speed internet is preferred.

🏝️ Benefits

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

• Continuous training and career development opportunities.

• Supportive leadership team.

• 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.

• Necessary work equipment provided.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company sporting events.

• Inclusive work environment that values employee voices and participation.