Retirement Plan Operations Specialist

This is a fully remote position, open to applicants in Arizona, +13 more states.

📋 Description

• Support entrepreneurs across the country with the management of retirement plans.

• Gather essential client information to facilitate annual reporting.

• Assess client-submitted documents for completeness and precision.

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

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

• Make 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.

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

• Convey knowledge and clarify intricate topics in a straightforward manner.

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

• Execute additional duties as required.

⛳️ Requirements

• Experience with document review and transaction processing is essential as part of daily job responsibilities.

• 1 to 5 years of related back-office financial operations experience in benefits administration, money movement and wires, insurance claims processing, tax preparation processing, 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.

• Experience with reconciliation as a daily job responsibility is preferred.

• 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, such as a home office, is preferred.

• Reliable high-speed internet access is preferred.

🏝️ Benefits

• Ownership Matters: We are on the path to becoming an ESOP company, fostering 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.

• Three weeks of Paid Time Off.

• Eleven 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-sponsored sporting events.

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