Retirement Plan Operations Specialist

Job Summary

Assisting clients with 401(k) plan administration, the full-time Retirement Plan Operations Specialist will work remotely to review documents, prepare annual reporting, and educate clients on compliance requirements.

Key responsibilities

• Review client-submitted documents for completeness and accuracy while preparing annual 401(k) reports
• Utilize administration software to conduct 401(k) testing and prepare government filings, including IRS Form 5500
• Communicate proactively with clients to gather necessary information and provide updates during the reporting process

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
• Direct experience with retirement plan operations, including 401(k) or IRA administration, is preferred
• 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