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 thoroughness and accuracy.

• Reconcile plans limited to rollovers and plan stock utilizing Excel and administrative software.

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

• Conduct outgoing reminder calls and dispatch emails throughout the plan-year reporting period.

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

• Provide clients with insights regarding 401(k) plan administration and associated documentation.

• Simplify complex topics and share knowledge effectively.

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

• Carry out additional duties as assigned.

⛳️ Requirements

• Demonstrated experience in document review and transaction processing as part of daily job functions.

• 1 to 5 years of relevant back-office financial operations experience in areas such as benefits administration, money transfers 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.

• A designated workspace, such as a home office, is preferred.

• Reliable high-speed internet connection is preferred.

• Preferred experience in direct retirement plan operations, encompassing 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 and year-end reporting.

• Experience with reconciliation as a daily job responsibility 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.

🏝️ Benefits

• Opportunity for ESOP company ownership and a culture of ownership.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage with a complimentary premium option.

• Paid parental leave.

• Generous 401(k) matching contributions.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment provided.

• Recognized company culture with awards.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

• Inclusive work environment with employee support and engagement.