Retirement Plan Operations Specialist

Job Summary

To support a growing team, the full-time Retirement Plan Operations Specialist will manage the administration, testing, and reporting of 401(k) plans remotely, ensuring client documents are accurate and timely while providing guidance on year-end reporting requirements.

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 completeness and accuracy, and reconcile plans using Excel and administration software
• Prepare required government filings, including IRS Form 5500, and make outgoing reminder calls and emails to clients 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
• 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