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 documents for thoroughness and accuracy.

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

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

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

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

• Inform clients about the management of their 401(k) plans and associated documents.

• Convey knowledge and clarify intricate topics in a straightforward manner.

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

• Execute additional responsibilities as needed.

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

• Proficient in Microsoft Excel, Word, and Outlook.

• An Associate’s or bachelor’s degree in a relevant field such as business or finance, or equivalent work experience, is preferred.

• Preferred experience in direct 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 regular job duty is preferred.

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

• A dedicated workspace conducive to concentration and productivity is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

• Opportunity for ESOP company ownership.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health insurance coverage with a complimentary premium option.

• Paid parental leave.

• Generous 401(k) matching.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible working 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.

• Inclusive work environment.

• Employee input, participation, and support.