Retirement Plan Operations Specialist

Job Summary

To support a growing team, the full-time Retirement Plan Operations Specialist will manage the administration, testing, and reporting of 401(k) plans while working remotely from select states across the U.S.

Key responsibilities

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

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
• Preferred direct experience in retirement-plan operations, such as 401(k) or IRA administration
• Associate's or bachelor's degree in business or finance, or equivalent work experience, is preferred
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred