Retirement Plan Operations Specialist

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

📋 Description

• Gather essential information from clients to facilitate the preparation of annual reports.

• Assess client-submitted documents for completeness and accuracy.

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

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

• Make outgoing reminder calls and send emails to clients during the reporting process for the plan year.

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

• Provide education to clients regarding the administration of their 401(k) plans and associated documents.

• Simplify complex topics by sharing knowledge and explaining them clearly.

• Conduct training on concepts pertinent to a Retirement Plan Administrator I.

• Execute additional duties as necessary.

⛳️ Requirements

• Proven experience with document review and transaction processing as part of daily 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, loan or mortgage document processing, or compliance and quality-control support.

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

• 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 in 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 professional 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 access is preferred.

🏝️ Benefits

• Ownership Matters: We are striving to become an ESOP company, fostering a culture of shared accountability and long-term success.

• Continuous training and career development opportunities available.

• Supportive leadership team.

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

• Paid parental leave provided.

• Generous 401(k) matching program.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment will be supplied.

• 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.