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 while providing support to clients throughout the process.

Key responsibilities

• Obtain necessary information from clients to prepare annual reporting and review submitted documents for accuracy
• Utilize administration software to complete 401(k) testing and reporting, including preparing government filings such as the IRS Form 5500
• Educate clients on the administration of their 401(k) plans and maintain proactive communication during the reporting process

Required qualifications

• 1 to 5 years of experience in back-office financial operations, preferably in benefits administration or compliance testing
• Proficiency in Microsoft Excel, Word, and Outlook
• Direct experience in retirement-plan operations, including 401(k) or IRA administration, is preferred
• Associate's or bachelor's degree in business, finance, or a related field, or equivalent work experience is preferred
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred