Retirement Plan Operations Specialist

Job Summary

As a fully remote Retirement Plan Operations Specialist, the candidate will manage client interactions to gather necessary information for annual reporting, review submitted documents for accuracy, and assist in preparing government filings, including IRS Form 5500.

Key responsibilities

• Work with clients to obtain necessary information for annual reporting and educate them on 401(k) plan administration
• Review client-submitted documents for completeness and accuracy and reconcile plans using Excel and administration software
• Prepare required 401(k) plan government filings, including the IRS Form 5500, utilizing filing software

Required qualifications

• 1 to 5 years of experience in back-office financial operations, such as benefits administration or compliance testing
• Proficiency in Microsoft Excel, Word, and Outlook
• Direct experience with retirement plan operations, including 401(k) administration and year-end reporting, is preferred
• Associate's or bachelor's degree in a related field or equivalent work experience is preferred
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred