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 preparing annual reports.

• Assess client-submitted documents for accuracy and completeness.

• Reconcile plans involving only rollovers and plan stock utilizing Excel and administrative software.

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

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

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

• Inform clients about the administration of their 401(k) plans and the corresponding plan documents.

• Simplify complex topics and share your expertise effectively.

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

• Perform 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, including benefits administration, money movement and wires, insurance claims processing, tax preparation processing, loan or mortgage document processing, or compliance and quality-control support.

• Proficient in Microsoft Excel, Word, and Outlook.

• 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 with reconciliation as a daily responsibility is preferred.

• 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 structure, ROBS, and IRS/DOL regulations is preferred.

• A dedicated 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 advancement opportunities.

• Supportive leadership.

• Comprehensive health insurance coverage with a free premium option.

• Paid parental leave.

• Generous 401k matching contributions.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Fully remote work-from-home flexibility.

• Provision of necessary work equipment.

• Opportunities to engage with senior leaders over coffee.

• Company-sponsored sporting events.

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