Retirement Plan Operations Specialist

Job Summary

As a fully remote, full-time Retirement Plan Operations Specialist, the successful candidate will manage client communications, review and reconcile documents, and assist in the preparation of 401(k) plan government filings while supporting entrepreneurs in achieving their business goals.

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 accuracy and completeness, and reconcile plans using Excel and administration software
• Prepare required government filings, including IRS Form 5500, and perform 401(k) testing and reporting

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 experience with retirement plan operations, including 401(k) or IRA administration
• Associate's or bachelor's degree in business or finance, or equivalent work experience is preferred
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred