Retirement Plan Operations Specialist

Job Summary

Working remotely in a full-time capacity, the Retirement Plan Operations Specialist will manage the administration, testing, and reporting of 401(k) plans, including document review and client communication, while supporting entrepreneurs nationwide.

Key responsibilities

• Review client-submitted documents for accuracy and completeness while obtaining necessary information for annual reporting
• Utilize administration software to perform 401(k) testing and prepare required government filings, including IRS Form 5500
• 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, particularly in benefits administration or compliance support
• Proficiency in Microsoft Excel, Word, and Outlook
• Preferred direct experience in retirement-plan operations, including 401(k) administration and year-end reporting
• Associate's or bachelor's degree in business, finance, or related field, or equivalent work experience
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred