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 client-submitted documents for completeness and accuracy.

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

• Utilize administration software to carry out 401(k) testing and reporting.

• Make outgoing reminder calls and send emails to clients during the reporting process for the plan year.

• Prepare necessary 401(k) government filings, such as IRS Form 5500, through filing software.

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

• Share expertise and simplify complex topics for better understanding.

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

• Carry out additional duties as needed.

⛳️ Requirements

• Experience with document review and transaction processing as part of daily responsibilities.

• 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 processes, loan or mortgage document handling, or compliance and quality-control support.

• Proficient in Microsoft Excel, Word, and Outlook.

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

• Experience with reconciliation as a part of daily job responsibilities 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 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 responsibility and long-term success.

• Continuous training and career development opportunities.

• Supportive leadership team.

• Comprehensive health coverage, including a free premium option.

• Paid parental leave.

• Generous 401(k) matching.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment will be provided.

• Award-winning company culture.

• Opportunities to engage with senior leaders over coffee.

• Company sporting events.

• An inclusive work environment that values employee input and participation.