Retirement Plan Operations Specialist

Job Summary

To support the administration of 401(k) plans, the full-time Retirement Plan Operations Specialist will work remotely to review client documents, prepare annual reporting, and educate clients on plan administration.

Key responsibilities

• Review and verify completeness and accuracy of documents submitted by clients for annual reporting
• Utilize administration software to conduct 401(k) testing and prepare required government filings, including IRS Form 5500
• Maintain communication with clients throughout the reporting process, providing updates and assistance as needed

Required qualifications

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