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 preparations.

• Assess client-submitted documents for thoroughness and precision.

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

• Leverage administration software to conduct 401(k) testing and reporting.

• Initiate reminder calls and send emails to clients throughout the plan-year reporting period.

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

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

• Convey knowledge and simplify complex topics for better understanding.

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

• Execute additional duties as assigned.

⛳️ 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 areas like benefits administration, money movement and wires, insurance claims processing, tax preparation processing, loan or mortgage document processing, or compliance or quality-control support.

• Strong proficiency 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.

• Prior experience in reconciliation as a daily job duty is preferred.

• 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 dedicated workspace conducive to focus and productivity is preferred.

• Access to reliable high-speed internet is preferred.

🏝️ Benefits

• Opportunity for ESOP company ownership.

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage with a free 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 provided.

• Company sporting events.

• An inclusive work environment that encourages employee voice and participation.