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 involving only rollovers and plan stock utilizing Excel and administration software.

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

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

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

• Educate clients on 401(k) plan administration and related documents.

• Convey knowledge and simplify complex topics effectively.

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

• Carry out additional duties as assigned.

⛳️ 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 transfers 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.

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

• Preferred experience with reconciliation as a routine job responsibility.

• An associate’s or bachelor’s degree in a relevant field such as business or finance, or equivalent professional 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

• ESOP company ownership opportunity with a culture of shared accountability.

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage, including a complimentary premium option.

• Paid parental leave.

• Generous 401k matching.

• 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 that values employee voices and participation.