Retirement Plan Operations Specialist

Job Summary

As a fully remote, full-time Retirement Plan Operations Specialist, the candidate will manage client interactions to gather necessary information for annual reporting, review documents for accuracy, and assist in the preparation of 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 while reconciling plans using Excel and administration software
• Prepare required government filings for 401(k) plans and maintain communication with clients 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 in retirement-plan operations, including 401(k) administration and compliance testing
• Experience with document review and reconciliation as daily job responsibilities
• Associate's or bachelor's degree in business or finance, or equivalent work experience, is preferred