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 documents submitted by clients for completeness and accuracy.

• Reconcile plans that involve only rollovers and plan stock using Excel and administrative software.

• Utilize administrative software to carry out 401(k) testing and reporting.

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

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

• Provide education to clients regarding the administration of their 401(k) plans and associated documents.

• Share expertise and clarify complex topics in an understandable manner.

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

• Execute additional duties as needed.

⛳️ Requirements

• Proven experience in document review and transaction processing as part of daily responsibilities.

• 1 to 5 years of relevant back-office financial operations experience in benefits administration, money movement and wires, insurance claims processing, tax preparation, loan or mortgage document processing, or compliance and quality-control support.

• Proficiency in Microsoft Excel, Word, and Outlook is essential.

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

• Experience with reconciliation as a regular job duty is preferred.

• An Associate’s or bachelor’s degree in a relevant 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 desirable.

• A dedicated workspace conducive to concentration and productivity is preferred.

• Reliable high-speed internet access is preferred.

🏝️ Benefits

• Opportunity for ESOP company ownership.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage with a complimentary premium option.

• Paid parental leave.

• Generous 401k matching program.

• 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.

• Inclusive work environment.

• Employee voice, active participation, and support.