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 for accuracy and completeness.

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

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

• Make outbound reminder calls and send emails to clients throughout the plan-year reporting process.

• 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 related documents.

• Simplify complex topics and share knowledge effectively.

• Train on concepts relevant to a Retirement Plan Administrator I.

• Carry out additional duties as required.

⛳️ 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 movement and wires, insurance claims processing, tax preparation processing, loan or mortgage document processing, or compliance and quality control support.

• Strong proficiency in Microsoft Excel, Word, and Outlook.

• Preferably possess direct experience in retirement-plan operations, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 and year-end reporting.

• Experience with reconciliation as part of daily responsibilities 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 designated workspace conducive to concentration 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 team.

• Comprehensive health insurance coverage with a free 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.

• Provision of necessary work equipment.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company sporting events.

• Inclusive work environment that values employee voice and participation.