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 annual reporting.

• Assess client-submitted documents for thoroughness and precision.

• Reconcile plans that only involve 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 throughout the plan-year reporting process.

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

• Inform clients about 401(k) plan administration and relevant plan documents.

• Convey knowledge and simplify complex topics for better understanding.

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

• Carry out additional duties as necessary.

⛳️ Requirements

• Proven experience with 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, wire transfers, insurance claims processing, tax preparation, 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, particularly in 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 and year-end reporting, is preferred.

• Experience with reconciliation as a routine job responsibility is preferred.

• 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 focus and productivity is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

• Opportunity for ESOP company ownership.

• Ongoing training and career advancement opportunities.

• Supportive leadership team.

• Comprehensive health coverage, including a complimentary premium option.

• Paid parental leave.

• Generous 401(k) matching program.

• 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.

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