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.

• Examine client-submitted documents to ensure completeness and accuracy.

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

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

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

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

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

• Simplify complex topics and share insights effectively.

• Deliver training on concepts related to a Retirement Plan Administrator I.

• Execute other duties as required.

⛳️ Requirements

• Demonstrated experience with 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 and quality-control support.

• Proficient 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 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 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.

• 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, including a free premium option.

• Paid parental leave.

• Generous 401(k) matching contributions.

• 3 weeks of Paid Time Off.

• 11 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.

• Inclusive work environment that encourages employee support and participation.