Retirement Plan Operations Specialist

This is a fully remote position, open to applicants in Arizona, +13 more states.

📋 Description

• Gather essential information from clients to facilitate annual reporting.

• Assess documents submitted by clients for thoroughness and precision.

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

• Leverage administrative software to carry out 401(k) testing and reporting.

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

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

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

• Convey knowledge and simplify complex topics for better understanding.

• Provide training on concepts for a Retirement Plan Administrator I.

• Execute additional duties as necessary.

⛳️ Requirements

• Experience in document review and transaction processing as part of daily job functions.

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

• Proficient in Microsoft Excel, Word, and Outlook.

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

• Experience in reconciliation as a daily job function 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 productive workspace is preferred.

• Reliable high-speed internet connection is preferred.

🏝️ Benefits

• Ownership Matters: We are advancing towards becoming an ESOP company, fostering a culture of shared responsibility and long-term achievement.

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage, including a complimentary premium option.

• Paid parental leave.

• Generous 401(k) matching program.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment provided.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company sporting events.

• Inclusive work environment that values employee voices and participation.