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 documentation for completeness and accuracy.

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

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

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

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

• Provide clients with guidance on 401(k) plan administration and related documentation.

• Simplify complex topics and share knowledge effectively.

• Conduct training on concepts related to a Retirement Plan Administrator I role.

• Carry out additional responsibilities as needed.

⛳️ Requirements

• Experience in document review and transaction processing as a core part of daily responsibilities.

• 1 to 5 years of relevant back-office financial operations experience in areas such as benefits administration, money movement and wire transfers, 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, rollovers, compliance testing, or year-end reporting (Form 5500) is preferred.

• Preferred experience in reconciliation as part of daily job responsibilities.

• 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, such as a home office, is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

• Ownership Matters: We are on the path to becoming an ESOP company, fostering a culture of shared accountability and long-term success.

• Continuous training and career development opportunities.

• Supportive leadership.

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

• Paid parental leave.

• Generous matching for 401k contributions.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements, including options to work from a home office.

• Necessary work equipment will be provided.

• An award-winning company culture.

• Opportunities to network with senior leaders over coffee.

• Company-sponsored sporting events.

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