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.

• Evaluate client-submitted documents to ensure completeness and accuracy.

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

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

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

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

• Educate clients regarding 401(k) plan administration and associated documents.

• Convey knowledge and simplify complex topics for better understanding.

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

• Execute additional responsibilities as needed.

⛳️ 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 movement and wires, insurance claims processing, tax preparation, loan or mortgage document processing, or compliance and quality-control support.

• Proficiency in Microsoft Excel, Word, and Outlook is required.

• 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.

• Preference for candidates with experience in reconciliation as a daily job duty.

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

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

• A designated workspace that promotes concentration 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, including a complimentary premium option.

• Paid parental leave.

• Generous 401k matching program.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment will be provided.

• Award-winning company culture.

• Participation in company sporting events.

• Inclusive work environment promoting employee voice and support.