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, including document review and client communication.

Key responsibilities

• Review client-submitted documents for completeness and accuracy and obtain necessary information for annual reporting
• Utilize administration software to perform 401(k) testing and prepare required government filings, including IRS Form 5500
• Educate clients on 401(k) plan administration 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 support
• Proficiency in Microsoft Excel, Word, and Outlook
• Preferred direct retirement-plan operations experience, including 401(k) administration and compliance testing
• Experience with document review and reconciliation as daily job responsibilities
• Associate's or bachelor's degree in business or finance, or equivalent work experience, is preferred