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 completeness and accuracy.

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

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

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

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

• Educate clients about 401(k) plan administration and relevant plan documents.

• Share insights and simplify complex topics for better understanding.

• Provide training on concepts for a Retirement Plan Administrator I.

• Carry out additional duties as required.

⛳️ Requirements

• Proven experience with 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 and quality-control support.

• Proficient 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 and year-end reporting.

• Preferred experience with reconciliation as a daily job function.

• Associate’s or bachelor’s degree in a related field such as business or finance, or equivalent working 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 connection is preferred.

🏝️ Benefits

• Opportunity for ESOP company participation, promoting shared accountability and long-term success.

• Continuous training and career development opportunities.

• Supportive leadership team.

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

• Paid parental leave.

• Generous 401(k) matching contributions.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements available from a home office.

• Necessary work equipment will be provided.

• Recognition for an award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

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