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 preparations.

• Assess client-submitted documents to ensure completeness and accuracy.

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

• Employ administration software for conducting 401(k) testing and reporting.

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

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

• Educate clients on the administration of their 401(k) plans and plan documents.

• Simplify complex topics to share knowledge effectively.

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

• Carry out additional duties as required.

⛳️ Requirements

• Proven experience in document review and transaction processing as integral daily responsibilities.

• 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 and quality-control support.

• Proficient in Microsoft Excel, Word, and Outlook applications.

• 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.

• Experience in reconciliation as a daily job function is preferred.

• An associate’s or bachelor’s degree in a relevant 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 conducive to concentration and productivity is preferred.

• Reliable high-speed internet access is preferred.

🏝️ Benefits

• Ownership Matters: We are striving to become an ESOP company, fostering a culture of shared accountability and long-term success.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage with an option for free premiums.

• Paid parental leave.

• Generous 401(k) matching program.

• 3 weeks of paid time off.

• 11 paid holidays.

• Flexible work options from a home office.

• Provision of necessary work equipment.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

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