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 for thoroughness and precision.

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

• Utilize administration software to perform 401(k) testing and reporting.

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

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

• Inform clients about the administration of 401(k) plans and relevant plan documents.

• Convey knowledge and clarify complex subjects in an understandable manner.

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

• Execute additional responsibilities as required.

⛳️ Requirements

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

• 1 to 5 years of related 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.

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

• Daily job responsibility related to reconciliation is preferred.

• Preferred educational background includes an Associate’s or Bachelor’s degree in a relevant field such as business or finance, or equivalent professional experience.

• Basic understanding of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred.

• A dedicated workspace conducive to focus and productivity is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

• Opportunity for ESOP company ownership.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage with a zero-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.

• Award-winning company culture.

• Opportunities for company-sponsored sporting events.

• Inclusive work environment fostering employee participation and support.