Retirement Plan Operations Specialist

Job Summary

Assisting clients in the administration of 401(k) plans, the full-time remote Retirement Plan Operations Specialist will manage document reviews, prepare annual reporting, and educate clients on plan requirements and compliance.

Key responsibilities

• Work with clients to obtain necessary information for annual reporting and prepare required government filings, including IRS Form 5500
• Review client-submitted documents for completeness and accuracy, and reconcile plans using Excel and administration software
• Make outgoing reminder calls and send emails to clients during the plan year reporting process while educating them on 401(k) plan administration

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
• Preferred direct retirement-plan operations experience, including 401(k) or IRA administration
• Experience with document review and reconciliation as daily job responsibilities
• Associate's or bachelor's degree in a related field or equivalent work experience is preferred