Retirement Plan Operations Specialist

This is a fully remote position, open to applicants in Arizona, +13 more states.

📋 Description

• Gather essential information from clients to facilitate the preparation of annual reports.

• Assess documents submitted by clients for thoroughness and accuracy.

• Utilize Excel and administrative software to reconcile plans with rollovers and plan stock.

• Employ administration software for conducting 401(k) testing and reporting.

• Initiate reminder calls and send emails throughout the plan-year reporting process.

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

• Provide clients with education on 401(k) plan administration and associated documents.

• Convey knowledge effectively and simplify complex topics for client understanding.

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

• Execute additional duties as needed.

⛳️ Requirements

• Background in document review and transaction processing as part of daily job duties.

• 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 and quality-control support.

• Competence in Microsoft Excel, Word, and Outlook.

• 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.

• Preferred experience with reconciliation as a routine job responsibility.

• Associate’s or bachelor’s degree in a related 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 conducive to concentration and productivity is preferred.

• Access to reliable high-speed internet is preferred.

🏝️ Benefits

• ESOP company transition and a culture of shared ownership.

• Continuous training and opportunities for career advancement.

• Supportive leadership.

• Comprehensive health coverage, including a premium-free option.

• Paid parental leave.

• Generous 401k matching.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements from a home office.

• Provision of necessary work equipment.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

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