Retirement Plan Operations Specialist

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

📋 Description

• Provide support to entrepreneurs across the nation in launching and expanding their businesses through retirement-plan operations assistance.

• Collaborate with clients to gather essential information required for annual reporting.

• Evaluate client-submitted documents for completeness and accuracy.

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

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

• Make proactive reminder calls and send emails to clients during the plan-year reporting period.

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

• Educate clients regarding 401(k) plan administration and related documents.

• Communicate complex topics clearly and share knowledge effectively.

• Provide training on concepts relevant to a Retirement Plan Administrator I.

• Carry out additional duties as needed.

⛳️ 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, 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 or year-end reporting, is preferred.

• Experience with reconciliation as a regular 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 connection is preferred.

🏝️ Benefits

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

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage with a complimentary premium option.

• Paid parental leave.

• Generous 401k matching contributions.

• 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 that values employee voices and encourages active participation.