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.

• Evaluate documents submitted by clients for completeness and precision.

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

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

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

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

• Educate clients regarding the management of their 401(k) plans and related documents.

• Convey knowledge and simplify complex topics for better understanding.

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

• Execute other responsibilities as needed.

⛳️ Requirements

• Proven 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 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 is required.

• 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.

• Experience with reconciliation as a daily job function 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, such as a home office, conducive to focus and productivity is preferred.

• Access to reliable high-speed internet is preferred.

🏝️ Benefits

• Ownership Matters: We are striving to become an ESOP company, fostering a culture of shared accountability and long-term success.

• Ongoing training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage with a complimentary premium option.

• Paid parental leave.

• Generous 401k matching.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment provided.

• 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.