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 preparation.

• Examine documents submitted by clients for completeness and precision.

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

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

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

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

• Provide clients with education on 401(k) plan administration and related documents.

• Convey knowledge and clarify complex subjects in an accessible manner.

• Train on concepts relevant to a Retirement Plan Administrator I role.

• Perform additional duties as required.

⛳️ Requirements

• Proven experience in document review and transaction processing as part of daily job duties.

• 1 to 5 years of relevant back-office financial operations experience in benefits administration, money movement and wires, insurance claims processing, tax preparation processing, loan or mortgage document processing, or compliance or quality-control support.

• Strong proficiency in Microsoft Excel, Word, and Outlook.

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

• Familiarity with reconciliation as a daily job responsibility is preferred.

• 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.

• A designated workspace, such as a home office, is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

• Opportunity for company ownership through ESOP.

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage, including a no-cost premium option.

• Paid parental leave.

• Generous 401k matching contributions.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements.

• Provision of work-from-home office equipment.

• An award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

• An inclusive work environment.

• Employee feedback, active participation, and support are encouraged.