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 the preparation of annual reports.

• Assess client-submitted documents to ensure they are complete and accurate.

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

• Employ administrative software to conduct 401(k) testing and reporting.

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

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

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

• Share insights and simplify complex topics for better understanding.

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

• Undertake additional duties as required.

⛳️ Requirements

• Proven 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 areas such as benefits administration, money movement and wires, insurance claims processing, tax preparation processing, loan or mortgage document processing, or compliance and 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.

• Experience with reconciliation as a daily 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 structures, 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 transitioning towards becoming an ESOP company, fostering a culture of shared responsibility and long-term success.

• Continuous training, career development opportunities, and supportive leadership.

• Comprehensive health coverage (with a free premium option).

• Paid parental leave.

• Generous 401k matching.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements from a home office.

• Provision of necessary work equipment.

• An award-winning culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

• An inclusive work environment that values employee feedback, encourages active participation, and provides unwavering support.