Retirement Plan Operations Specialist

This is a fully remote position, open to applicants in Arizona, +13 more states.

📋 Description

• Collaborate with clients to gather the essential information needed for annual reporting.

• Assess client-submitted documentation for completeness and accuracy.

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

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

• Initiate outgoing reminder calls and email communications to clients throughout the plan-year reporting process.

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

• Inform clients about the administration of their 401(k) plans and related documents.

• Convey knowledge and simplify complex topics for better understanding.

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

• Carry out other responsibilities as needed.

⛳️ Requirements

• Experience in 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, loan or mortgage document processing, or compliance and quality-control support.

• Proficient in Microsoft Excel, Word, and Outlook.

• Direct experience with retirement-plan operations, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 and year-end reporting, is preferred.

• Preferred experience in reconciliation as a daily job function.

• Associate’s or bachelor’s degree in a related 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, like a home office, is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

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

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage, including a complimentary premium option.

• Paid parental leave.

• Generous 401k matching.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary equipment provided.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company sporting events.

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