Retirement Plan Operations Specialist

Job Summary

Working remotely in a full-time capacity, the Retirement Plan Operations Specialist will manage the administration, testing, and reporting of 401(k) plans while engaging with clients to ensure accurate document submission and compliance with government filings.

Key responsibilities

• Obtain necessary information from clients to prepare annual reporting and review submitted documents for completeness and accuracy
• Utilize administration software for 401(k) testing and reporting, including preparing IRS Form 5500 filings
• Educate clients on the administration of their 401(k) plans and maintain proactive communication throughout 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
• Preferred direct retirement-plan operations experience, including 401(k) or IRA administration
• 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