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 documents submitted by clients for accuracy and completeness.

• Utilize Excel and administrative software to reconcile plans involving only rollovers and plan stock.

• Employ administration software for the execution of 401(k) testing and reporting.

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

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

• Provide clients with education on 401(k) plan administration and plan documentation.

• Convey knowledge and simplify complex topics for better understanding.

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

• Undertake 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, including benefits administration, money movement and wires, insurance claims processing, tax preparation, 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 and year-end reporting.

• Experience with reconciliation as a daily 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 focus and productivity is preferred.

• Access to reliable high-speed internet is preferred.

🏝️ Benefits

• Participation in the ESOP company initiative is in progress, promoting shared accountability and long-term success.

• Continuous training and career development opportunities are available.

• Supportive leadership team.

• Comprehensive health benefits, including a complimentary premium option.

• Paid parental leave offered.

• Generous matching contribution for the 401k plan.

• Enjoy 3 weeks of Paid Time Off.

• 11 Paid Holidays each year.

• Flexible working arrangements from a home office.

• Essential work equipment provided to employees.

• Recognized company culture that has received awards.

• Opportunities for informal connections with senior leaders over coffee.

• Participation in company sporting events.

• An inclusive workplace that values employee input and engagement.