Retirement Plan Operations Specialist

Job Summary

To support a growing team, the full-time Retirement Plan Operations Specialist will manage client interactions for 401(k) plan administration, including document review, annual reporting preparation, and compliance testing, all while working remotely.

Key responsibilities

• Work with clients to gather necessary information for annual reporting and keep them updated on progress
• Review client-submitted documents for completeness and accuracy, and prepare required government filings, including IRS Form 5500
• Utilize administration software to conduct 401(k) testing and reporting, and educate clients on their plan documents

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 experience in retirement-plan operations, including 401(k) or IRA administration
• 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