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 documents submitted by clients for accuracy and completeness.

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

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

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

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

• Provide education to clients regarding 401(k) plan administration and associated documents.

• Simplify complex topics and share insights effectively.

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

• Execute additional duties as required.

⛳️ Requirements

• Demonstrated 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 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.

• Proficiency in Microsoft Excel, Word, and Outlook is essential.

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

• Experience with reconciliation as a daily job function is preferred.

• An associate’s or bachelor’s degree in a related field, such as business or finance, or equivalent work experience is desirable.

• Basic understanding of 401(k) plan structure, ROBS, and IRS/DOL regulations is a plus.

• 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 team.

• Comprehensive health coverage with a no-cost premium option.

• 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.

• Company-sponsored sporting events.

• Inclusive workplace environment fostering employee participation and support.