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 client-submitted documents to ensure completeness and accuracy.

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

• Employ administration software to perform 401(k) testing and reporting.

• Make outbound reminder calls and send emails to clients during the annual plan reporting process.

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

• Provide clients with education on the administration of their 401(k) plans and related documents.

• Simplify complex topics and share knowledge effectively.

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

• Execute additional duties as necessary.

⛳️ 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.

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

• Preferred daily job responsibility experience in reconciliation.

• Preferred qualification of an Associate’s or Bachelor’s degree in a related field such as business or finance, or equivalent work experience.

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

• Preferred to have a designated workspace conducive to focus and productivity.

• Reliable high-speed internet access 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 and opportunities for career development.

• Supportive leadership.

• Comprehensive health coverage with a complimentary premium option.

• Paid parental leave.

• Generous 401k matching.

• 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 sporting events.

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