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 accuracy.

• Reconcile plans that involve only rollovers and plan stock utilizing Excel and administration software.

• Utilize administration software to perform 401(k) testing and reporting.

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

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

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

• Convey knowledge and simplify complex topics for better understanding.

• Train on concepts pertinent to a Retirement Plan Administrator I.

• Carry out additional required responsibilities.

⛳️ Requirements

• 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 movement and wires, insurance claims processing, tax preparation processing, loan or mortgage document processing, or compliance or quality-control support.

• Proficiency in Microsoft Excel, Word, and Outlook.

• An associate’s or bachelor’s degree in a related field like business or finance, or equivalent work experience, is preferred.

• Direct experience in retirement-plan operations, including 401(k) or IRA administration, recordkeeping, distributions, rollovers, compliance testing, or 5500 and year-end reporting, is preferred.

• Familiarity with reconciliation as a daily job responsibility 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 is preferred.

🏝️ Benefits

• Opportunity for ESOP company ownership.

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage with an option for free premium.

• Paid parental leave.

• Generous 401(k) matching.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment provided.

• An 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.