Retirement Plan Operations Specialist

Job Summary

To support a growing team, the full-time Retirement Plan Operations Specialist will manage the administration, testing, and reporting of 401(k) plans while working remotely, ensuring clients receive timely updates and assistance with their year-end reporting documents.

Key responsibilities

• Review client-submitted documents for accuracy and completeness while preparing annual reporting
• Utilize administration software to conduct 401(k) testing and prepare necessary government filings, including IRS Form 5500
• Educate clients on the administration of their 401(k) plans and maintain 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 experience with retirement plan operations, including 401(k) or IRA administration
• Experience with document review and reconciliation as daily responsibilities
• Associate's or bachelor's degree in business or finance, or equivalent work experience, is preferred