Retirement Plan Operations Specialist

Job Summary

As a fully remote Retirement Plan Operations Specialist, the successful candidate will manage client interactions to gather necessary information for annual reporting, review submitted documents for accuracy, and assist in the preparation of government filings related to 401(k) plans.

Key responsibilities

• Work with clients to obtain necessary information for annual reporting and educate them on 401(k) plan administration
• Review client-submitted documents for completeness and accuracy, and reconcile plans using Excel and administration software
• Prepare required government filings, including IRS Form 5500, and perform 401(k) testing and reporting

Required qualifications

• 1 to 5 years of experience in back-office financial operations, such as benefits administration or compliance testing
• Proficiency in Microsoft Excel, Word, and Outlook
• Preferred direct retirement-plan operations experience, including 401(k) administration and year-end reporting
• Experience with document review and reconciliation as daily job responsibilities
• Associate's or bachelor's degree in a related field or equivalent work experience is preferred