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 accuracy and completeness.

• Utilize Excel and administrative software to reconcile plans that involve only rollovers and plan stock.

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

• Conduct outgoing reminder calls and send emails to clients throughout the plan-year reporting process.

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

• Provide education to clients regarding 401(k) plan administration and related documents.

• Convey knowledge and simplify complex subjects for better understanding.

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

• Execute additional duties as needed.

⛳️ Requirements

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

• 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.

• Familiarity with reconciliation as a daily job responsibility is preferred.

• An Associate’s or Bachelor’s degree in a related field, such as business or finance, or equivalent work experience is preferred.

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

• A designated workspace that allows for concentration and productivity is preferred.

• Access to reliable high-speed internet is preferred.

🏝️ Benefits

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

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage, including a free premium option.

• Paid parental leave.

• Generous 401(k) matching contributions.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work options from a home office.

• Provision of necessary work equipment.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

• An inclusive work environment that values employee input, encourages active participation, and offers support.