Retirement Plan Operations Specialist

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

📋 Description

• Collaborate with clients to gather necessary information for annual reporting.

• Evaluate client-submitted documents for accuracy and completeness.

• Reconcile plans focused solely on rollovers and plan stock utilizing Excel and administrative software.

• Utilize administration software for conducting 401(k) testing and reporting.

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

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

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

• Disseminate knowledge and clarify complex topics in a straightforward manner.

• Facilitate training on concepts for a Retirement Plan Administrator I.

• Carry out additional responsibilities as needed.

⛳️ Requirements

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

• 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 part of daily job responsibilities 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 that allows for concentration and productivity is preferred.

• Access to reliable high-speed internet is preferred.

🏝️ Benefits

• Ownership opportunity through the company’s efforts toward becoming an ESOP company.

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage, including a complimentary premium option.

• Paid parental leave.

• Generous 401(k) matching.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements.

• Work-from-home options available.

• Necessary work equipment supplied.

• 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.