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 to ensure they are complete and accurate.

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

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

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

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

• Inform clients about 401(k) plan administration and the relevant plan documents.

• Simplify and explain complex topics, sharing knowledge effectively.

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

• Execute other duties as assigned.

⛳️ Requirements

• Demonstrated experience in document review and transaction processing as part of daily job functions.

• Between 1 to 5 years of relevant back-office financial operations experience in areas such as benefits administration, funds transfer and wire processing, insurance claims processing, tax preparation, loan or mortgage document handling, or compliance and quality control support.

• Proficient 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 and year-end reporting.

• Preferred experience with reconciliation as a key job responsibility.

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

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

• A designated workspace is preferred.

• Access to reliable high-speed internet is preferred.

🏝️ Benefits

• Opportunity for ESOP company ownership.

• Continuous training provided.

• Opportunities for career development.

• Supportive leadership.

• Comprehensive health coverage, including a free premium option.

• Paid parental leave.

• Generous 401(k) matching contributions.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements available.

• Work-from-home options provided.

• Necessary work equipment supplied.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

• An inclusive work environment.

• Support for employee voice and participation.