Retirement Plan Operations Specialist

This is a fully remote position, open to applicants in Arizona, +13 more states.

📋 Description

• Collaborate with clients to gather the essential information needed for annual reporting.

• Assess client-submitted documents for thoroughness and precision.

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

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

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

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

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

⛳️ Requirements

• Experience in document review and transaction processing as part of daily job 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, loan or mortgage document processing, or compliance and quality-control support.

• Proficient 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.

• Preferred experience with reconciliation as a routine job responsibility.

• 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 conducive to concentration and productivity is preferred.

• Reliable high-speed internet is preferred.

🏝️ Benefits

• Opportunity to participate in an Employee Stock Ownership Plan (ESOP) with a culture of shared accountability.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage that includes a no-cost 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 sporting events.

• An inclusive work environment that values employee voices and participation.