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 documents submitted by clients for completeness and accuracy.

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

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

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

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

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

• Convey knowledge and simplify complex topics for client understanding.

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

• Execute additional tasks as required.

⛳️ Requirements

• Proven experience in document review and transaction processing as part of daily responsibilities.

• 1 to 5 years of relevant back-office financial operations experience in benefits administration, money movement and wires, insurance claims processing, tax preparation processing, loan or mortgage document processing, or compliance and quality-control support.

• Strong proficiency in Microsoft Excel, Word, and Outlook.

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

• Experience with reconciliation as a regular job function is preferred.

• An Associate’s or Bachelor’s degree in a related field like 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 is preferred.

🏝️ Benefits

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

• Continuous training, career development opportunities, and supportive leadership.

• Comprehensive health coverage with a complimentary premium option.

• Paid parental leave.

• Generous 401k 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 culture with opportunities to engage with senior leaders and participate in company sporting events.

• An inclusive work environment that values employee contributions, promotes active participation, and provides support.