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 thoroughness and precision.

• Reconcile plans that only involve rollovers and plan stocks using Excel and administrative software.

• Utilize administrative software to perform 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.

• Provide guidance to clients regarding the administration of their 401(k) plans and associated documents.

• Simplify complex topics and share knowledge effectively.

• Deliver training on concepts for a Retirement Plan Administrator I role.

• Execute other related duties as needed.

⛳️ 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 areas such as benefits administration, money movement and wires, insurance claims processing, tax preparation, loan or mortgage document processing, or compliance and quality-control support.

• Proficiency in Microsoft Excel, Word, and Outlook is essential.

• 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.

• Preferred experience with reconciliation as a daily job function.

• An associate’s or bachelor’s degree in a related field 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 designated workspace conducive to concentration and productivity is preferred.

• Reliable high-speed internet access is preferred.

🏝️ Benefits

• Opportunity to participate in an ESOP company.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage, including a no-cost premium option.

• Paid parental leave.

• Generous 401k matching contributions.

• Three weeks of Paid Time Off.

• Eleven Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment provided.

• Award-winning company culture.

• Company-sponsored sporting events.

• Inclusive work environment.

• Employee voice, participation, and support.