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 clients receive accurate information and assistance throughout the year-end reporting process.

Key responsibilities

• Work with clients to gather necessary information for annual reporting and prepare required government filings, including IRS Form 5500
• Review client-submitted documents for completeness and accuracy while reconciling plans using Excel and administration software
• 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, such as benefits administration or compliance testing
• 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 or finance, or equivalent work experience
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred