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 for accuracy and completeness.

• Reconcile plans focusing solely on rollovers and plan stock utilizing Excel and administration software.

• Employ administration software to carry out 401(k) testing and reporting tasks.

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

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

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

• Share expertise and clarify intricate topics in a straightforward manner.

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

• Execute additional responsibilities as required.

⛳️ Requirements

• 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 transfers 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.

• Preferred direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting.

• Experience with reconciliation as a daily job responsibility is preferred.

• An associate’s or bachelor’s degree in a related 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 concentration and productivity is preferred.

• Reliable high-speed internet access 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.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements from a home office.

• Provision of necessary work equipment.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

• An inclusive work environment that supports employee voices and participation.