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 accuracy and completeness.

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

• Utilize administration 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.

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

• Simplify complex topics and share knowledge effectively.

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

• Carry out additional duties as needed.

⛳️ Requirements

• Demonstrated 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 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.

• Prior experience with reconciliation as a daily task 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 that allows for focus 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 with a complimentary premium option.

• Paid parental leave.

• Generous 401(k) matching contributions.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements available.

• Required work equipment provided.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

• Inclusive work environment.

• Employee voice, participation, and support encouraged.