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 plan documentation and government filings.

Key responsibilities

• Review client-submitted documents for accuracy and completeness, and prepare necessary annual reporting
• Utilize administration software to conduct 401(k) testing and reporting, including preparing IRS Form 5500 filings
• Educate clients on 401(k) plan administration and maintain proactive communication throughout the reporting process

Required qualifications

• 1 to 5 years of adjacent back-office financial operations experience in areas such as benefits administration or compliance testing
• Proficiency in Microsoft Excel, Word, and Outlook
• Direct experience in 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