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 client-submitted documents for accuracy and completeness.

• Reconcile plans focused solely on rollovers and plan stock utilizing Excel and administration software.

• Employ administration software to finalize 401(k) testing and reporting.

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

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

• Provide clients with education regarding the administration of their 401(k) plans and plan documents.

• Convey knowledge and simplify complex topics for better understanding.

• Train on principles for a Retirement Plan Administrator I role.

• Execute additional responsibilities as required.

⛳️ Requirements

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

• 1 to 5 years of relevant back-office financial operations experience in 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.

• 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.

• Preference for candidates with daily reconciliation responsibilities.

• 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 conducive to concentration and productivity is preferred.

• Access to reliable high-speed internet is preferred.

🏝️ Benefits

• Ownership Matters: Progressing towards becoming an ESOP company.

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage, including a free premium option.

• Paid parental leave.

• Generous 401k matching contribution.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment provided.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company sporting events.

• Inclusive work environment with active employee participation and support.