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 precision.

• Reconcile plans that only involve rollovers and plan stock through Excel and administrative software.

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

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

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

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

• Convey knowledge and simplify complex subjects for better understanding.

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

• Carry out additional duties 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 processing, loan or mortgage document processing, or compliance and quality-control support.

• Proficiency in Microsoft Excel, Word, and Outlook.

• 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.

• Preferred daily job responsibility experience with reconciliation.

• Preferred possession of an Associate’s or Bachelor’s degree in a related discipline, such as business or finance, or equivalent work experience.

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

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

• Reliable high-speed internet connectivity is preferred.

🏝️ Benefits

• Opportunity for ESOP company ownership.

• Continuous training and career development prospects.

• Supportive leadership team.

• Comprehensive health coverage, including a complimentary premium option.

• Paid parental leave.

• Generous 401(k) matching program.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements.

• Provision of necessary work equipment.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

• Inclusive workplace atmosphere.

• Employee engagement, participation, and support.