Retirement Plan Operations Specialist

Job Summary

To support the administration of 401(k) plans, the full-time Retirement Plan Operations Specialist will work remotely, managing document reviews, client communications, and government filings while gaining practical experience in retirement plan operations.

Key responsibilities

• Work with clients to gather necessary information for annual reporting and prepare required government filings, including IRS Form 5500
• Review client-submitted documents for accuracy and completeness, and reconcile plans using Excel and administration software
• Educate clients on the administration of their 401(k) plans and maintain proactive communication 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 with retirement plan operations, including 401(k) administration and year-end reporting
• 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