Retirement Plan Operations Specialist

Job Summary

To support the administration of 401(k) plans, the full-time Retirement Plan Operations Specialist will work remotely, managing document reviews, client communications, and year-end reporting processes.

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 401(k) testing and reporting

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, including 401(k) administration and year-end reporting
• Associate's or bachelor's degree in business, finance, or a related field, or equivalent work experience
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred