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 preparation.

• Assess client-submitted documents for thoroughness and precision.

• Reconcile plans related 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 throughout the plan-year reporting process.

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

• Provide clients with education on 401(k) plan administration and related documents.

• Share insights and clarify complex topics in a straightforward manner.

• Complete training on concepts related to Retirement Plan Administrator I.

• Execute additional duties as required.

⛳️ Requirements

• Experience in document review and transaction processing as part of daily responsibilities.

• 1 to 5 years of relevant 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 or 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.

• Prior experience with reconciliation as a daily job function is preferred.

• Preferred educational background includes an Associate’s or bachelor’s degree in a related field such as business or finance, or equivalent work experience.

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

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

• Reliable high-speed internet access is preferred.

🏝️ Benefits

• Opportunity for ESOP company participation, promoting shared accountability and long-term success.

• Continuous training and career development opportunities available.

• Supportive leadership team.

• Comprehensive health coverage, including an option for free premium coverage.

• Paid parental leave offered.

• Generous 401(k) matching program.

• 3 weeks of Paid Time Off provided.

• 11 Paid Holidays throughout the year.

• Flexible work arrangements available from a home office.

• Necessary work equipment supplied.

• Recognized company culture that has won awards.

• Opportunities to engage with senior leaders over coffee.

• Company sporting events organized.

• Inclusive work environment that values employee input and participation.