Retirement Plan Operations Specialist

Job Summary

As a fully remote opportunity, the Retirement Plan Operations Specialist will manage the administration, testing, and reporting of 401(k) plans, engaging with clients to ensure accurate document review and compliance while working full-time.

Key responsibilities

• Work with clients to gather necessary information for annual reporting and prepare required government filings, including IRS Form 5500
• Review client-submitted documents for completeness and accuracy, and reconcile plans using Excel and administration software
• 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
• Direct experience with 401(k) or IRA administration, including compliance testing and year-end reporting, 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