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 the preparation of annual reports.

• Assess client-submitted documents to ensure they are complete and accurate.

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

• Employ administrative software for executing 401(k) testing and reporting.

• Make proactive reminder calls and dispatch emails to clients throughout the plan year reporting process.

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

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

• Convey knowledge and simplify complex topics for better understanding.

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

• Carry out 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 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 and year-end reporting, is preferred.

• Preference for candidates with daily reconciliation responsibilities in their work history.

• An Associate’s or Bachelor’s degree in a related discipline such as business or finance, or equivalent professional experience, is preferred.

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

• A designated workspace conducive to concentration 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.

• Comprehensive health coverage with a free premium option available.

• Paid parental leave.

• Generous 401(k) matching contributions.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible working arrangements from a home office.

• Necessary work equipment will be provided.

• Award-winning company culture.

• Participation in company sporting events.

• An inclusive work environment.

• Employee voice, engagement, and support.