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 required for annual reporting.

• Assess client-submitted documents for thoroughness and precision.

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

• Employ administrative software for the completion of 401(k) testing and reporting.

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

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

• Provide education to clients concerning the administration of their 401(k) plans and associated documents.

• Convey knowledge and clarify complex subjects in a straightforward manner.

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

• Carry out additional tasks as necessary.

⛳️ Requirements

• Experience in 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 processing, loan or mortgage document processing, or compliance or 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 experience with reconciliation as a daily job responsibility.

• An 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.

• Designated workspace, such as a home office, is preferred.

• Reliable high-speed internet is preferred.

🏝️ Benefits

• Opportunity to participate in the ESOP company program, fostering shared accountability and long-term success.

• Continuous training provided.

• Opportunities for career development.

• Supportive leadership team.

• Comprehensive health coverage with a complimentary premium option.

• Paid parental leave.

• Generous matching contribution for 401k.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements available from a home office.

• Required work equipment supplied.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

• Inclusive work environment that supports employee voice and participation.