Retirement Plan Operations Specialist

Overview

This role is fully remote and based in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.

This position supports the administration, testing, and reporting of 401(k) plans. You will begin with accelerated learning and hands-on training, progressing from document review to administering basic plans and completing required year-end reporting.

Responsibilities

• Work with clients to obtain necessary information to prepare annual reporting
• Review documents submitted by clients for completeness and accuracy
• Reconcile plans with only rollovers and plan stock using Excel and administration software
• Use administration software to complete 401(k) testing and reporting
• Make outgoing reminder calls and send emails to clients during the plan year reporting process
• Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software
• Educate clients regarding 401(k) plan administration and plan documents
• Share knowledge and explain complex topics clearly
• Complete training on concepts for a Retirement Plan Administrator I
• Perform other duties as required

Requirements

• Experience with document review and transaction processing as daily job responsibilities
• 1 to 5 years of adjacent back-office financial operations experience in one or more of the following areas:
  • Benefits administration
  • Money movement and wires
  • Insurance claims processing
  • Tax prep processing
  • Loan or mortgage document processing
  • Compliance or quality-control support
• Proficiency in Microsoft Excel, Word, and Outlook

Preferred Qualifications

• Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting
• Experience with reconciliation as a daily job responsibility
• Associate’s or bachelor’s degree in a related field such as business or finance, or equivalent work experience
• Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations

Remote Work Requirements

To perform effectively in a remote work from home (WFH) environment, you must meet minimum work-from-home requirements, including:

• A designated workspace (such as a home office) where you can concentrate and be productive (preferred)
• Reliable high-speed internet to ensure seamless communication and collaboration (preferred)

Compensation & Benefits

• $23.55 per hour, equivalent to an annual salary of $49,000
• Comprehensive health coverage (with a free premium option)
• Paid parental leave
• 401k match
• 3 weeks of Paid Time Off plus 11 Paid Holidays

Location

Fully remote. Recruiting states: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.

Application Note

Please apply to only one location per role. Applying for more than one location may result in receiving multiple communications for the same position.