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 thoroughness and accuracy.

• Reconcile plans limited to rollovers and plan stock utilizing Excel and administrative software.

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

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

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

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

• Convey knowledge and clarify complex subjects in a straightforward manner.

• Train on concepts pertinent to a Retirement Plan Administrator I role.

• Carry out additional responsibilities as necessary.

⛳️ Requirements

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

• 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 or quality-control support.

• Proficient in Microsoft Excel, Word, and Outlook.

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

• Experience with reconciliation as a regular 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 conducive to focus and productivity is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

• Opportunity for company ownership through an ESOP.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage options, including a free premium plan.

• Paid parental leave.

• Generous 401(k) matching contributions.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements from a home office.

• Provision of necessary work equipment.

• Award-winning company culture.

• Company-sponsored sporting events.

• An inclusive work environment that encourages employee feedback and participation.