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 completeness and accuracy.

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

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

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

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

• Educate clients regarding 401(k) plan administration and plan documents.

• Communicate knowledge and clarify complex topics in a straightforward manner.

• Participate in training for Retirement Plan Administrator I concepts.

• Execute additional duties as required.

⛳️ Requirements

• Proven experience with 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, loan or mortgage document processing, or compliance and quality control support.

• Proficient in Microsoft Excel, Word, and Outlook.

• Preferably have 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 core job responsibility is preferred.

• An associate’s or bachelor’s degree in a relevant field like 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, such as a home office, is preferred.

• Reliable high-speed internet is preferred.

🏝️ Benefits

• Opportunity for ESOP ownership as the company moves towards becoming an ESOP entity.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage, including a complimentary premium option.

• Paid parental leave.

• Generous 401(k) matching contributions.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment will be provided.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

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