Retirement Operations Associate

Job Summary

Detail-oriented and motivated, the full-time Retirement Operations Associate will support the day-to-day administration of 401(k) retirement plans remotely, focusing on participant transactions, client service, and operational processes.

Key Responsibilities

• Review and process participant loan and distribution requests, ensuring compliance with plan provisions and regulations
• Verify participant eligibility for loans and distributions and calculate loan repayment schedules and tax withholdings accurately
• Respond to inquiries from plan sponsors and participants, providing timely and professional support regarding 401(k) plan operations

Required Qualifications

• Strong mathematical, analytical, and/or accounting skills
• Proficiency in Microsoft Office, particularly Excel and Word
• Previous experience in retirement plan administration, particularly 401(k) plans, preferred but not required
• Ability to manage multiple priorities and meet deadlines independently
• Comfortable learning new technologies and adapting to evolving processes