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, client communication, and preparation of government filings.

Key responsibilities

• Obtain necessary information from clients to prepare annual reporting and review submitted documents for completeness
• Utilize administration software to complete 401(k) testing and reporting, including preparing IRS Form 5500
• 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 back-office financial operations experience in benefits administration, tax prep processing, 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 part of daily responsibilities
• Associate's or bachelor's degree in business or finance, or equivalent work experience, is preferred