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.

• Assess client-submitted documentation for thoroughness and accuracy.

• Utilize Excel and administrative software to reconcile plans that include only rollovers and plan stock.

• Employ administrative software to execute 401(k) testing and reporting tasks.

• Initiate reminder calls and dispatch emails to clients throughout the plan-year reporting cycle.

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

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

• Convey knowledge and simplify complex topics for better understanding.

• Conduct training on concepts for a Retirement Plan Administrator I role.

• Execute additional responsibilities as needed.

⛳️ Requirements

• Proven 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 transfer and wires, insurance claims processing, tax preparation, loan or mortgage document processing, or compliance and 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.

• Familiarity with 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 practical experience is preferred.

• Basic understanding of 401(k) plan structures, ROBS, and IRS/DOL regulations is preferred.

• A designated workspace conducive to focus and productivity is preferred.

• Reliable high-speed internet connectivity is preferred.

🏝️ Benefits

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

• Continuous training and career advancement opportunities.

• Supportive leadership.

• Comprehensive health insurance, with a no-cost premium option available.

• Paid parental leave.

• Generous 401k matching program.

• Three weeks of Paid Time Off.

• Eleven 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.

• An inclusive work environment that values employee input and participation.