Retirement Plan Operations Specialist

Job Summary

As a fully remote Retirement Plan Operations Specialist, the candidate will manage the administration, testing, and reporting of 401(k) plans, ensuring compliance and accuracy while engaging with clients to gather necessary information and provide support throughout the reporting process.

Key responsibilities:

• Review client-submitted documents for completeness and accuracy while preparing annual reporting
• Utilize administration software to perform 401(k) testing and prepare required government filings, including IRS Form 5500
• Educate clients on the administration of their 401(k) plans and maintain proactive communication throughout the year

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 knowledge of 401(k) or IRA administration
• 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