Retirement Plan Operations Specialist

Job Summary

As a fully remote Retirement Plan Operations Specialist, the successful candidate will manage the administration, testing, and reporting of 401(k) plans, including document review and client communication, while working full-time from home.

Key responsibilities

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

Required qualifications

• 1 to 5 years of experience in back-office financial operations, including benefits administration or compliance support
• Proficiency in Microsoft Excel, Word, and Outlook
• Preferred direct experience in retirement plan operations, such as 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