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 client-submitted documents to ensure they are complete and accurate.

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

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

• Place 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 filing software.

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

• Convey knowledge and simplify complex topics for clients.

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

• Undertake additional duties as required.

⛳️ Requirements

• Experience in document review and transaction processing as part of daily job functions.

• 1 to 5 years of related 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 or year-end reporting, is preferred.

• Preferred experience in reconciliation as a daily job responsibility.

• 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 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.

• Comprehensive health coverage, including a complimentary premium option.

• Paid parental leave.

• Generous 401k matching.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment will be provided.

• Award-winning company culture.

• Opportunities to connect with senior leaders over coffee.

• Participation in company sporting events.

• Inclusive work environment that values employee voices and participation.