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 preparations.

• Assess client-submitted documents for accuracy and completeness.

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

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

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

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

• Provide education to clients regarding 401(k) plan administration and relevant plan documents.

• Communicate complex topics clearly and effectively.

• Deliver training on concepts 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 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.

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

• Preferred experience with reconciliation as a regular job responsibility.

• An Associate’s or Bachelor’s degree in a related field like business or finance, or equivalent work experience, is preferred.

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

• A reliable high-speed internet connection for remote work is preferred.

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

🏝️ Benefits

• Ownership Matters: We are on a path to becoming an ESOP company, promoting a culture of shared responsibility and long-term success.

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage, including a free premium option.

• Paid parental leave.

• Generous 401k matching program.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements from a home office.

• Provision of necessary work equipment.

• An award-winning company culture.

• Opportunities to connect with senior leaders over coffee.

• Company-sponsored sporting events.

• An inclusive work environment that values employee input and encourages active participation.